Author pitches Grangex, a Swedish iron ore junior, as a compressed Lassonde Curve re-rating play with Q1 FID and Q4 delivery catalysts.
GRANGX.ST — LONG The author argues Grangex, a Swedish mining junior on First North Stockholm, is set for a Q1 final investment decision and Q4 delivery of ultra-high-grade iron ore, which could trigger a compressed Lassonde Curve re-rating. All 25 years of ore from the Sydvaranger mine in Norway are already sold to Anglo American, providing offtake visibility. The main stated risk is the compressed timeline implied by the Lassonde Curve framing.
Set for Q1 FID and delivery of ultra-high-grade iron ore in Q4. Potential explosivw and compressed Lassonde Curve re-rating. All 25 years of ore from Sydvararanger mine in Norwalk already sold to Anglo American!
This Reddit post, published January 21, 2026, features u/Separate-Permit2522 discussing GRANGX.ST. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Separate-Permit2522 · Tickers: GRANGX.ST