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Not all dilution is equal. 🟢 Dilution to build into real demand → accretive. The pie grows faster than the share count. 🔴 Dilution to fund the burn → dead weight. How to tell difference? 🧐 Accretive → raising into backlog, contracts, or sold-out capacity. The raise funds the next deal. Dilutive → no backlog, no pricing power. The cash buys time, not growth. Watch for serial raises at falling prices and insiders selling into them. Read the why, not the raise.

Most people see "dilution" and hit sell. Sometimes that saves them. Sometimes it's the costliest reflex on the screen. Two kinds of raise: Burn → covers a loss. Serial raises, falling prices, insiders selling into it. Share count grows, the pie doesn't. Accretive → funds a product they can't build fast enough. The pie grows faster than the count. $SIVEF just printed the textbook accretive version: → ~SEK 700M raised, multiple times oversubscribed ✅ → ~9.7% discount → institutions underwrote it, not a fire sale ✅ → ~3.3% dilution → a small give for the cash ✅ → every krona into InP laser and amplifier capacity for AI datacenters and LIDAR, the layer that's supply-short ✅ Read WHY they're raising, not that they're raising. Long $SIVEF $SIVE

John Skogman, a well known Swedish day trader and financial podcaster Has participated in $SIVE recent directed share issue with a subscription of approximately 1M SEK This news highlights the growing interest of local investors in the company Which has just raised around 700M SEK to fuel its expansion into photonics technologies for AI, telecommunications, and SATCOM Are the Swedes finally jumping into $SIVE? Something big is coming for $SIVE https://t.co/TAfuUjXsJ4

Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors. The round was “Multiple Times Oversubscribed” and slightly upsided. Validating immense institutional demand around current market prices. This raise was specifically for "expanding manufacturing capacity for InP lasers and optical amplifiers" (volume ramping with fab-light model). Hinting Sivers has reached the inflection point for scale. The round was at 57 SEK (current prices are 63 SEK), which I’m personally very happy about as it’s around current market prices, which typically sets a floor. Instituional money has now de-risked the balance sheet, and funded Sivers transition to HVM.