Cadeler: Buy Before A New 'Green Wave' Emerges

2025-03-06 08:47:12 ET

Summary

• Cadeler, a global leader in offshore wind farm construction, is poised to benefit from the delayed but intact renewable energy trend.
• Unlike turbine manufacturers, Cadeler's focus on the construction, maintenance, and decommissioning ensures more stable margins.
• The offshore wind market is projected to grow significantly, from $14.6 billion in 2024 to $41.8 billion by 2033.
• Cadeler's specialized fleet and leading market position create a strong competitive advantage in the growing offshore wind sector.

Investment Thesis

Cadeler (CDLR) is a global leader in offshore wind farm construction, maintenance and decommissioning. The Denmark-based company was established in 2008 and was listed on the Oslo stock exchange in late 2020. Cadeler has installed 1434 wind turbines to date, which highlights the company's proven track record within the offshore wind farm field. The sentiment towards renewable energy, and especially the sentiment around wind turbines, has worsened significantly since the bullish run among renewable energy stocks in 2020-2022....

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