Q3
NY
2 dage siden‧39 min
Ordredybde
Oslo Børs
Antal
Køb
152
Sælg
Antal
200
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 2 | - | - | ||
| 2 | - | - | ||
| 88 | - | - | ||
| 88 | - | - | ||
| 2.885 | - | - |
Højest
41,32VWAP
Lavest
39,64OmsætningAntal
62,4 1.550.089
VWAP
Højest
41,32Lavest
39,64OmsætningAntal
62,4 1.550.089
Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q3 | 20. nov. | |
| 2025 Q2 | 26. aug. | |
| 2025 Q1 | 21. maj | |
| 2024 Generalforsamling | 22. apr. | |
| 2024 Q4 | 25. mar. |
Data hentes fra Millistream, Quartr
Andre har kigget på
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
·11 timer sidenFascinerende ting. Market cap (hvis tallet som står her i Nordnet stemmer) er nu omkring halvdelen af værdien på skibene de ejer 🤷♂️
·10 timer sidenDu skal huske på, at aktiekursen sjældent afspejler de fysiske værdier i et selskab. Det er helt i orden, hvis et selskab skal afvikles. Men Cadeler skal jo ikke det, så da tager man selvfølgelig højde for fortsat drift, og da er det fremtidig indtjening og troen på sektoren, der gælder.
13 timer siden13 timer sidenSom jeg forstår det på earnings call, så ser de måske et svagt 2028 men de lyder optimistiske derefter: Og de mener at analytikerne er for pessimistiske. "we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031." Transcript fra https://seekingalpha.com/article/4846127-cadeler-a-s-cdlr-q3-2025-earnings-call-transcript """ Daniel Vårdal Haugland ABG Sundal Collier Holding ASA, Research Division Okay. And then on kind of the commercial outlook, I see that you're still expecting vessel undersupply towards the end of the decade. So I was wondering, could you maybe explain a little bit more on that, Mikkel, because as you said, demand looks to be shifting to the right. So are you expecting anything to happen on supply as well? Or are you just saying that demand will still grow enough in, say, 2029 and '30 to still create an undersupply? Mikkel Gleerup CEO & Member of the Executive Board Yes. As I said to Martin, when he asked the same question, I think that we are getting this confidence from the projects we are bidding and also the clients that are willing to put money where their mouth is, so to speak, on their projects. And that is for us a good indication that these projects are something that they are betting on at least and in terms of undersupply, I think we have said for a few quarters now that we think that most of the analysts they are getting the supply side wrong, both on the WTG and on the foundation installation and that too much is counted on the supply side. And I think that the future will show how that will work out. But as I think that has been said from our side before, whether or not there is an over or undersupply, we believe that the best assets in the industry drive so much efficiency on a project that it will always be the best solution to go with the best asset. So in terms of fall height, we believe that we are in a good position with the assets we have, not for every single project in the world, but for, let's say, a standard offshore wind project at utility scale, we believe that there is a strong benefit and a strong efficiency gain in taking the best asset for the project. So I think that it's a combination of these things that we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031 and then what I said around fall height. """
·15 timer sidenSidste uge kom denne i FA, som fortæller, hvor stor tro alle mæglerhuse har på Cadeler. "Alle ser opside på over 70%". Ugen efter leverer Cadeler en rapport, der er over forventning. Hvad er der sket på en uge, som gør, at mæglerhuset vender helt om? At 2007-2008 bliver lidt tørrere, har været kendt i lang tid. Jeg gætter på, at der er nogle slyngler, der køber med begge hænder, som skræmmer småsparere til at kaste kortene. Derfor den store omsætning de 2 sidste dage. https://www.finansavisen.no/energi/2025/11/10/8306203/alle-ser-oppside-pa-over-70-prosent?zephr_sso_ott=D2GbUx
·7 timer sidenMeget enig. Tiden før rapporten fra cadeler om overpræstation og videre god guiding har analytikerne ståltro på cadeler, men efter rapporten så råber de sælg.- ·16 timer siden · RedigeretDanmark giver bedre betingelser. https://www.offshorewind.biz/2025/11/20/denmark-opens-2-8-gw-cfd-based-offshore-wind-tender/
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q3
NY
2 dage siden‧39 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- ·11 timer sidenFascinerende ting. Market cap (hvis tallet som står her i Nordnet stemmer) er nu omkring halvdelen af værdien på skibene de ejer 🤷♂️·10 timer sidenDu skal huske på, at aktiekursen sjældent afspejler de fysiske værdier i et selskab. Det er helt i orden, hvis et selskab skal afvikles. Men Cadeler skal jo ikke det, så da tager man selvfølgelig højde for fortsat drift, og da er det fremtidig indtjening og troen på sektoren, der gælder.
- 13 timer siden13 timer sidenSom jeg forstår det på earnings call, så ser de måske et svagt 2028 men de lyder optimistiske derefter: Og de mener at analytikerne er for pessimistiske. "we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031." Transcript fra https://seekingalpha.com/article/4846127-cadeler-a-s-cdlr-q3-2025-earnings-call-transcript """ Daniel Vårdal Haugland ABG Sundal Collier Holding ASA, Research Division Okay. And then on kind of the commercial outlook, I see that you're still expecting vessel undersupply towards the end of the decade. So I was wondering, could you maybe explain a little bit more on that, Mikkel, because as you said, demand looks to be shifting to the right. So are you expecting anything to happen on supply as well? Or are you just saying that demand will still grow enough in, say, 2029 and '30 to still create an undersupply? Mikkel Gleerup CEO & Member of the Executive Board Yes. As I said to Martin, when he asked the same question, I think that we are getting this confidence from the projects we are bidding and also the clients that are willing to put money where their mouth is, so to speak, on their projects. And that is for us a good indication that these projects are something that they are betting on at least and in terms of undersupply, I think we have said for a few quarters now that we think that most of the analysts they are getting the supply side wrong, both on the WTG and on the foundation installation and that too much is counted on the supply side. And I think that the future will show how that will work out. But as I think that has been said from our side before, whether or not there is an over or undersupply, we believe that the best assets in the industry drive so much efficiency on a project that it will always be the best solution to go with the best asset. So in terms of fall height, we believe that we are in a good position with the assets we have, not for every single project in the world, but for, let's say, a standard offshore wind project at utility scale, we believe that there is a strong benefit and a strong efficiency gain in taking the best asset for the project. So I think that it's a combination of these things that we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031 and then what I said around fall height. """
- ·15 timer sidenSidste uge kom denne i FA, som fortæller, hvor stor tro alle mæglerhuse har på Cadeler. "Alle ser opside på over 70%". Ugen efter leverer Cadeler en rapport, der er over forventning. Hvad er der sket på en uge, som gør, at mæglerhuset vender helt om? At 2007-2008 bliver lidt tørrere, har været kendt i lang tid. Jeg gætter på, at der er nogle slyngler, der køber med begge hænder, som skræmmer småsparere til at kaste kortene. Derfor den store omsætning de 2 sidste dage. https://www.finansavisen.no/energi/2025/11/10/8306203/alle-ser-oppside-pa-over-70-prosent?zephr_sso_ott=D2GbUx·7 timer sidenMeget enig. Tiden før rapporten fra cadeler om overpræstation og videre god guiding har analytikerne ståltro på cadeler, men efter rapporten så råber de sælg.
- ·16 timer siden · RedigeretDanmark giver bedre betingelser. https://www.offshorewind.biz/2025/11/20/denmark-opens-2-8-gw-cfd-based-offshore-wind-tender/
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Oslo Børs
Antal
Køb
152
Sælg
Antal
200
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 2 | - | - | ||
| 2 | - | - | ||
| 88 | - | - | ||
| 88 | - | - | ||
| 2.885 | - | - |
Højest
41,32VWAP
Lavest
39,64OmsætningAntal
62,4 1.550.089
VWAP
Højest
41,32Lavest
39,64OmsætningAntal
62,4 1.550.089
Mæglerstatistik
Ingen data fundet
Andre har kigget på
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q3 | 20. nov. | |
| 2025 Q2 | 26. aug. | |
| 2025 Q1 | 21. maj | |
| 2024 Generalforsamling | 22. apr. | |
| 2024 Q4 | 25. mar. |
Data hentes fra Millistream, Quartr
Q3
NY
2 dage siden‧39 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2025 Q3 | 20. nov. | |
| 2025 Q2 | 26. aug. | |
| 2025 Q1 | 21. maj | |
| 2024 Generalforsamling | 22. apr. | |
| 2024 Q4 | 25. mar. |
Data hentes fra Millistream, Quartr
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- ·11 timer sidenFascinerende ting. Market cap (hvis tallet som står her i Nordnet stemmer) er nu omkring halvdelen af værdien på skibene de ejer 🤷♂️·10 timer sidenDu skal huske på, at aktiekursen sjældent afspejler de fysiske værdier i et selskab. Det er helt i orden, hvis et selskab skal afvikles. Men Cadeler skal jo ikke det, så da tager man selvfølgelig højde for fortsat drift, og da er det fremtidig indtjening og troen på sektoren, der gælder.
- 13 timer siden13 timer sidenSom jeg forstår det på earnings call, så ser de måske et svagt 2028 men de lyder optimistiske derefter: Og de mener at analytikerne er for pessimistiske. "we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031." Transcript fra https://seekingalpha.com/article/4846127-cadeler-a-s-cdlr-q3-2025-earnings-call-transcript """ Daniel Vårdal Haugland ABG Sundal Collier Holding ASA, Research Division Okay. And then on kind of the commercial outlook, I see that you're still expecting vessel undersupply towards the end of the decade. So I was wondering, could you maybe explain a little bit more on that, Mikkel, because as you said, demand looks to be shifting to the right. So are you expecting anything to happen on supply as well? Or are you just saying that demand will still grow enough in, say, 2029 and '30 to still create an undersupply? Mikkel Gleerup CEO & Member of the Executive Board Yes. As I said to Martin, when he asked the same question, I think that we are getting this confidence from the projects we are bidding and also the clients that are willing to put money where their mouth is, so to speak, on their projects. And that is for us a good indication that these projects are something that they are betting on at least and in terms of undersupply, I think we have said for a few quarters now that we think that most of the analysts they are getting the supply side wrong, both on the WTG and on the foundation installation and that too much is counted on the supply side. And I think that the future will show how that will work out. But as I think that has been said from our side before, whether or not there is an over or undersupply, we believe that the best assets in the industry drive so much efficiency on a project that it will always be the best solution to go with the best asset. So in terms of fall height, we believe that we are in a good position with the assets we have, not for every single project in the world, but for, let's say, a standard offshore wind project at utility scale, we believe that there is a strong benefit and a strong efficiency gain in taking the best asset for the project. So I think that it's a combination of these things that we, in general, think that most analysts get the supply side slightly wrong. And we think also that the clients are much more, let's say, active and committing to the years '29, 2030, 2031 and then what I said around fall height. """
- ·15 timer sidenSidste uge kom denne i FA, som fortæller, hvor stor tro alle mæglerhuse har på Cadeler. "Alle ser opside på over 70%". Ugen efter leverer Cadeler en rapport, der er over forventning. Hvad er der sket på en uge, som gør, at mæglerhuset vender helt om? At 2007-2008 bliver lidt tørrere, har været kendt i lang tid. Jeg gætter på, at der er nogle slyngler, der køber med begge hænder, som skræmmer småsparere til at kaste kortene. Derfor den store omsætning de 2 sidste dage. https://www.finansavisen.no/energi/2025/11/10/8306203/alle-ser-oppside-pa-over-70-prosent?zephr_sso_ott=D2GbUx·7 timer sidenMeget enig. Tiden før rapporten fra cadeler om overpræstation og videre god guiding har analytikerne ståltro på cadeler, men efter rapporten så råber de sælg.
- ·16 timer siden · RedigeretDanmark giver bedre betingelser. https://www.offshorewind.biz/2025/11/20/denmark-opens-2-8-gw-cfd-based-offshore-wind-tender/
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Oslo Børs
Antal
Køb
152
Sælg
Antal
200
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| 2 | - | - | ||
| 2 | - | - | ||
| 88 | - | - | ||
| 88 | - | - | ||
| 2.885 | - | - |
Højest
41,32VWAP
Lavest
39,64OmsætningAntal
62,4 1.550.089
VWAP
Højest
41,32Lavest
39,64OmsætningAntal
62,4 1.550.089
Mæglerstatistik
Ingen data fundet