DOGEF News and Press, Orsted A/S From 05/01/21

Ørsted A/S (DNNGY) Q1 2021 Results Conference Call April 29, 2021 08:00 AM ET Company Participants Mads Nipper - CEO Marianne Wiinholt - CFO Conference Call Participants Rob Pulleyn - Morgan Stanley Alberto Gandolfi - Goldman Sachs Jenny Ping - Citi Deepa Venkateswaran - Bernstein Peter ...

The following slide deck was published by Ørsted A/S in conjunction with their 2021 Q1 earnings call. For further details see: Ørsted A/S 2021 Q1 - Results - Earnings Call Presentation

Ørsted is trading 5% down intraday upon having released a forgettable Q1-2021 statement. Financial performance deteriorated compared to Q1-2020 with revenue up 23% but EBITDA down 30% and EBIT down 42%. Ørsted is negatively impacted by a warranty provision of DKK 800 mil...

Global governments will increasingly penalize dirty carbon-sourced energy and reward clean renewable-sourced energy in order to meet their emissions targets. These targets have been getting stricter each year. Carbon taxes to penalize carbon emissions and subsidies/tax incentives to r...

Utilities tend to be very popular among retirees and other conservative investors due to their inherent stability. DPG invests mostly in utilities, but there are other infrastructure plays such as midstream and telecommunications in the portfolio. The future of both midstream and ...

PEG is the largest utility company in the wealthy state of New Jersey, which helped it weather the coronavirus crisis very well. The company is one of the most aggressive in the nation about investing into renewable energy, which has been one of the more popular themes in the market l...

Clean energy stocks are currently in a sharp correction as many new bearish catalysts appear. There has been a sharp reversal in the surge of Google search volumes for "green energy stocks" and "ICLN". Many firms in the clean energy ETF ICLN are overvalued with overseas manufactur...

Hitachi, Toshiba not proceeding with nuclear plans in UK; China last hope for new UK Gen III reactors, but sovereign risk? India had plans for 6 Westinghouse reactors; will they be built? Japan, US no new reactors. Rolls Royce getting serious about Small Modular Reactors; plans fo...

Renewable energy shot up like a rocket in the final months of 2020 and through the first several weeks of 2021. However, in recent weeks, renewable energy stocks have plunged; in some cases by over 20%. We discuss the catalysts, where we see it headed, and if there are any opportu...

Ørsted A/S (DNNGY) Q4 2020 Earnings Conference Call February 3, 2021, 8:00 am ET Company Participants Mads Nipper - CEO Marianne Wiinholt - CFO Conference Call Participants Peter Bisztyga - Bank of America Securities Sam Arie - UBS Kristian Johansen - Danske Bank Deepa Venkateswaran - Be...