This is not a normal stock presentation. It's the result of deep research that started with a simple observation and has stayed with me, me and my AI support Mr. Prompt.

PLEASE READ THE WHOLE TEXT! At the bottom I explain the graphics, it is the most detailed presentation I have ever madebecause it is a topic that is fascinating and extremely important!

We have put aside the usual evaluation standards and set out in search of the "Next Big Thing" from Scandinavia. When you live in Denmark, you look here first :)

What we found: $DSRT (+0 %) Desert Control - A bet on the impossible

The origin: A reportage and a radical question

Let's not kid ourselves: Most climate protection investments feel like a drop in the ocean. But some time ago, I was sitting in front of the television and saw a report on progressive desertification.

The images were terrifying - dry earth, abandoned farms, starving people. And then came the standard line: "It will take decades to reverse this process, if it is possible at all."

That was the moment when I asked myself:

Isn't there anyone who can do it faster?

Isn't there a radical, technological solution?

I discussed this with Mr. Prompt and we dug deep. We dug deep.

And we found it. A company from Norway (in Scandinavia, of course, where else)that sounds so groundbreaking that we wondered why no one had ever heard of it.

The concept was so revolutionary that we had to put aside our usual Excel spreadsheets and safety margins for a moment to understand the potential.

The vision: focusing on the planet

$DSRT (+0 %) Desert Control has set itself a goal that is nothing less than world-changing:

They want to stop and reverse desertification. The core problem is that sand cannot store water. It seeps away immediately and nutrients are washed out.

Desert Control's solution is Liquid Natural Clay (LNC) - liquid natural clay.

Why the concept would be so revolutionary for planet Earth:

It normally takes 7 to 15 years in nature to turn dead sand back into fertile soil. Desert Control achieves this with LNC in 7 hours.

• The effect: The liquid clay is sprayed over the sand like water or fed into the irrigation system. It wraps itself around the grains of sand like a net and transforms the soil into a kind of sponge.

• The benefit: The sand can suddenly store water and nutrients. Water and fertilizer consumption are reduced by up to 50 %. In view of the global water shortage and dwindling agricultural land, this is a technology that could literally save the world.

The reality: where they are and how far they have come

Desert Control has long since left the lab and entered the harsh reality of commercial scaling:

• The status quo (2025/2026): The technology is proven to work. The problem is no longer whetherbut the how to make it suitable for mass use.

• Field tests in the real world: They have massively ramped up their activities in the USA. In Fresno, California (HR Farms), and in Arizona, huge pilot projects are underway with over 2,000 almond trees and date palms. Here, tests are no longer carried out under a magnifying glass, but in the real field under the harsh Californian sun to prove that water is saved and the yield of the trees remains stable or increases.

The new scale: Story & Growth > Dividend

Forget everything we normally say about P/E ratios, dividend yields or conservative cash flows.

The rules are different with Desert Control. This is not an investment for the security-conscious. This is venture capital on the public equity market.

This is about exclusively about the story and the potential growth.

• The brutal truth: The company is currently a cash-burning machine. Sales are tiny, losses are high. If we were to apply our standard formulas, the stock would be an immediate "sell".

• The PAYS Challenge: Desert Control often uses a "pay-as-you-save" contract model in the US. This means that the customer only pays once the water savings have been objectively measured and verified. This delays sales enormously, but is necessary to gain the trust of conservative farmers.

The bet: finance the house or total loss

This is the most important point of this dossier. You have to be aware of what you are getting yourself into:

Total loss scenario (50% probability?): Scaling fails, the machines are too expensive, there is no customer acceptance, or the money runs out before the PAYS contracts bear fruit. The result: the share goes to zero. A complete loss of the invested capital.

Unicorn scenario (50% probability?): The field tests in California are a resounding success. The water savings are so massive that governments in the Middle East and the USA subsidize the process. Desert Control scales globally. A micro-cap becomes a billion-dollar corporation.

We're not talking about 10 % or 20 % returns per year. We are talking about 1,000 % or even 10,000 % price gains if the unicorn scenario occurs.

This is the kind of bet that, if it works out, can finance an entire house. But you have to be prepared to write off all the money you put in.

The hard facts (as of March 18, 2026)

Nevertheless, let's take a quick look at the data to understand the dimensions.

• Current exchange rate: approx. 1.60 NOK (approx. 0.14 EUR / 0.15 USD)
• Market capitalization: approx. NOK 187 million (a micro-cap!)

Shareholder structure & holdings

Who believes in the project and who is financing it? The top 20 shareholders together hold just over 60% of the outstanding shares.

• Major investors (institutional investors & LLCs): At the forefront are investment vehicles and banks such as Woods End Interests LLC (approx. 16%), Citibank (approx. 16%), Nordnet (14%) and J.P. Morgan (approx. 10%). These are not small players, they have an interest in long-term success.

• Governments: There are no direct state holdings in the form of in the form of share packages among the top shareholders. But: The company benefits massively from government support. They regularly receive subsidies, such as the Norwegian "SkatteFUNN" grant for research and development.

Financial reach & future prospects

• The cash burn: They carried out a capital increase (NOK 75 million) at the end of 2025. This ensures survival and liquidity until the second half of 2026.

• The turning point: After that, it is imperative that significant sales flow, otherwise the next dilution of shareholders through another capital measure or going bankrupt is imminent. The next 12-18 months are absolutely crucial.

• Areas of application: Agriculture in arid regions, greening deserts (afforestation), golf courses and large landscape parks.

The chart technique (bottom formation after the fall)

The chart is a classic "fallen angel" scenario from the venture capital sector.

• The 52-week high was a whopping NOK 8.40. Today we are at NOK 1.60. That is a loss of over 80 % from the high.

• Over the last few months, the share price has been oscillating between NOK 1.43 and NOK 1.80 in an extreme bottoming phase. Volatility is high, but the massive downward pressure of the last two years seems to have stopped for the time being, as the last capital increase has been completed.

Special entry zones (The punter list)

We repeat: according to our quality criteria, this share is a clear buy-exclusion.

However, if you see this company as an absolute lottery ticket satellite position (venture capital), then the current zone is between NOK 1.45 and NOK 1.65 is the fundamental catch basin. Historically, it has hardly gone any lower because the book value and the remaining cash reserves support the price here. If this support falls, the dream is over.

The AOK conclusion: The ultimate bet on the future

The AOK conclusion: Why we had to go along with this bet

This is the kind of investment dossier we rarely write. It is the moment when we deliberately set aside our own ironclad AOK quality rules. Why?

Because we were so deeply convinced by Desert Control's vision that we couldn't help ourselves. The chance to make a tiny contribution to saving the planet while having the potential for a life-changing return on investment was too tempting.

Full transparency: we are already on board

Yes, we have to say it openly and fairly at this point: We are already invested.

We don't actually buy such shares. We avoid cash burners and highly speculative "story stocks" like the plague. But in this case, the ground-breaking idea - turning deserts green in hours - overcame our skepticism. We have opened a small, calculated position as a "lottery ticket" in our portfolio.

It is venture capital that we have written off completely in case the total loss scenario materializes. But if not... well, then it's the kind of bet we'll be talking about in ten years' time.

Now it's your turn:

We've dug deep, analyzed the technology and weighed the enormous risks against the astronomical rewards. Now we're eager to hear what you think!

• Did you have $DSRT (+0 %)
  Desert Control on your radar yet?
• Is LNC technology a "game changer" for you or just a beautiful dream?
• Do you believe that the "unicorn" scenario (global success) can happen, or do you see a total loss as inevitable?
• Would this be a "satellite position" for your own portfolio, or is the risk far too high for you?

Let's discuss in the comments! Who's taking this bet on the future with us? @Tenbagger2024
@Multibagger
@Get_Rich_or_Die_Tryin
@Derspekulant1
@Stocktective
@Simpson
@Abyss
@NichtRelevant
@SAUgut777
@Klein-Anleger
@PikaPika0105
@TradingHase
@WarrenamBuffet
@Keineui
@schlimmschlimm

Summary explanation of the charts:

We've dug deep and stumbled upon a technology that can make the world's deserts green again. Desert Control is an award-winning concept, but a financial disaster (for now). The R&D phase was expensive, and scaling up is even more expensive. If the almond and date crop cycles in California this year prove that the PAYS contracts are bringing in the money, sales could explode in the future. Until then, you're betting purely on the vision. There is currently no "safe" substitute for this very specific business model on the stock market, as it is an absolute niche.

This is not an investment. It's a bet. A bet with the potential to finance the house or lose everything. And that's what makes it so fascinating.

Here are the graphics I have created explained in detail:

Graphic 1: How LNC works in the ground (comparison)

In this diagram you can see the problem on the left-hand side ('NORMAL DESERT SAND'): The water (blue drops) seeps away unused because the large, uncoated grains of sand cannot hold it. The plant has shallow roots and a low nutrient content.

On the right ('FRUITABLE SAND WITH LNC') you can see the result after application. LNC envelops every grain of sand and transforms the soil into a sponge-like structure. The water is held as if in a reservoir and the plant can form deep roots. The graph shows: Water retention: > 50 % increase and Nutrient availability: doubled.

Visual evidence: Before/after on a farm

To understand the dimensions, we created a before/after comparison for a 100-hectare farm.

Figure 2: Before and after comparison: 100 hectare farm

On the left side ('BEFORE') you can see the result without LNC. A dry almond orchard under extreme heat. The lack of water is dramatic and the yield is low.

On the right ('AFTER') you can see the transformation. LNC ensures that the water is used efficiently.

The savings: On this area of 100 hectares, water consumption drops from ≈ 1.2 million m³ per year to just ≈ 600,000 m³ per year. That is a saving of ≈ 50 %. In addition, a increase in yield: +20 % is forecast. These are not small figures. They are revolutionary.

Good evening, my dears! Fasten your seatbelts, today's story starts with a lot of turbulence.

Actually, after our successful trip to Italy - where we put the perfect, sunny and stable dividend anchor in our portfolio with Snam - we just wanted to fly back home to Denmark and relax.

But the weather gods had other plans. A massive bad weather front over the North Sea forced us to make an unplanned detour deep into the North Atlantic.

We had to make a stopover on the rough, storm-tossed Faroe Islands.

And while we were stuck there, staring out at the choppy sea, we stumbled across a local story that sounds so unbelievably like science fiction that we had to share it with you straight away.

Today, we're throwing our ironclad AOK rationality, all dividend filters and every cash flow rule overboard. It's all about pure innovation. Forget wind turbines. Forget solar. We are now fly kites under water.

Minesto AB $MINEST (-21,04 %)

1. the business model: What does Minesto do?

Minesto (spin-off from Saab) builds so-called "deep green" technology. Imagine a high-tech kite (like kitesurfing) with a turbine. This kite is anchored to the seabed and "flies" underwater in a figure-eight loop through the current. As a result, the water speed at the turbine is extremely accelerated. The result: electricity generation even with very slow ocean currents.

2. market position & the "cool story"

The story is pure science fiction becoming reality. Minesto has a monopoly on this "low-flow" tidal technology. The absolute game changer: unlike wind and sun, with tides you know exactly how much electricity is flowing and when. On the Faroe Islands, they have just connected the "Dragon 12" (a 1.2 megawatt colossus) to the public power grid.

3. key figures (as of March 24, 2026)

The company is based in Sweden and trades in Stockholm.

• Current share price:
  ~ SEK 3.20 (Penny stock alert!)
• ISIN:
  SE0000808209 (Ticker: MINEST.ST)
• Market capitalization: ~ SEK 650m (approx. EUR 57m - a real micro-cap)
• P/E RATIO:
  Negative
• Dividend yield:
  0,0 % ### 4th Core Quality Formula (the total crash)
• Sales growth: Minimal (They are currently living off EU funding, grants and the first tiny electricity feed-ins).
• Operating margin: Deep red (somewhere around -300%).
• Result: Fails my quality formula so badly! This is venture capital on the stock market.

4. cash flow quality formula

• Free cash flow: A massive vacuum cleaner. The development and installation of underwater kites devours millions. They finance themselves through regular capital increases (dilution!).

5th Dividend Filter (Income-Core)

• Judgment: 0,0 %. Anyone asking about dividends here will be thrown directly overboard.

6. future prospects & strategy

The plan for 2026/2027: The Faroe Islands want to switch completely to 100% green energy by 2030. Minesto $MINEST (-21,04 %) is currently building a complete tidal power plant array (Hestfjord project) with the local utility (SEV). If they can prove that they can operate an array of several kites profitably, this will be the proof of concept for the global rollout (Taiwan, UK, New Zealand are already on the mat).

7. competition & substitutability

There are other tidal power plants (like Atlantis Resources), but they need massive currents (like in Scotland) and build huge stationary turbines. Minesto is the only company in the world that can utilize slow currents through the "flying motion". The patent portfolio is bulletproof.

8. chart analysis (pure volatility)

The chart resembles an ECG during a heart attack. From highs of around SEK 25 in the hype years (2020/21), the thing has slipped to around SEK 3.20 due to the harsh reality of raising capital. We are currently in a deep bottoming phase. Every successful grid connection of a new kite causes short-term spikes of 20 to 30 %.

9th Bargain Hunter's List (casino zones)

• Lotto ticket entry: < SEK 3.00
• Fair gambler entry: 3.20 - 3.50 SEC
• Hype target (for worldwide rollout): > 10.00 SEK

10. what does the CEO say?

CEO Martin Edlund is extremely focused. His latest big news: the "Dragon 12" (with a wingspan of 14 meters and weighing 28 tons) is successfully feeding electricity into the Faroe Islands' grid. His clear message for 2026: Away from pure test operation, towards the scaling of real commercial arrays.

11th analyst consensus

There are hardly any analysts who go out on a limb here, apart from a few Scandinavian specialist firms (such as Pareto Securities). The opinion is clear: high-risk bet. Either the company runs out of money in the next few years, or they revolutionize the global base load energy supply and grow tenfold.

MY CONCLUSION

My conclusion: A vision that could change the world

Minesto is the craziest and at the same time most fascinating bet in the Nordic region. Yes, we know it ourselves: This stock breaks every single one of our AOK rules. No dividend, massive cash burn and a micro-cap risk that makes you sweat.

But imagine for a second what would happen if this concept scaled globally. How awesome would that be? A whole world that no longer has to hope for the wind to blow or the sun to shine. Instead, we tap into the infinite power of the tides, which can be calculated down to the minute. Invisible beneath the surface of the sea, without spoiling the landscape.

The Faroe Islands are leading the way and want to switch completely to 100% green energy by 2030 - powered by 28-tonne high-tech kites that sail in the dark, ice-cold water. This is a technological revolution right on our Danish doorstep.

We have now landed safely back in Denmark, but this stormy detour was definitely worth it. Minesto is not a basic investment, but a lottery ticket for the future of our energy supply.

Gladly opinions dear community :)

@Tenbagger2024
@Multibagger
@schlimmschlimm
@Get_Rich_or_Die_Tryin
@Klein-Anleger
@TradingHase
@Simpson
@NichtRelevant
@Abyss
@SAUgut777 and everyone else :)