2025 H2 -tulosraportti
8 päivää sitten
‧1 t 3 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 179 | - | - | ||
| 17 853 | - | - | ||
| 2 125 | - | - | ||
| 1 462 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 24.3. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 H1 -tulosraportti 26.8.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·11 t sittenWill this be at 80 by 2026?20 ääntä 2 päivää 12 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
·20 t sittenCadeler rose another 3% on ADR! Found a recent DNB analysis, but would anyone with access to energiwatch share some of the content? https://energiwatch.dk/Energinyt/vind/article19122436.ece·11 t sittenThanks for the article TaqiaDK
·1 päivä sittenQ1 is soon history and I have collected data for Cadeler's fleet in February and March, what I have for January is less detailed, but some things are known nonetheless. The goal of the analysis was to map the number of days Cadeler's fleet spent on mobilization, transit, and in port. It is difficult to know exactly when their vessels get paid for mobilization, transit, and port stays. But I expect there will be a clear correlation between this and Revenue in the quarter. Ally, Mover, and Zaratan have spent the entire quarter on mobilization, upgrades, transit, and port stays, therefore I expect zero Revenue from these in the quarter. Scylla was working on Revolution Wind until February 22 and started work on Sunrise Wind on March 25. Keeper had its first days on He Dreiht in February. Peak was working on Sofia the entire quarter. Maker spent the start of the quarter on Greater Changua and Ørsted wrote on January 20 that the installation of the turbines was completed "last week". Therefore, I consider Maker offhire from January 18 until she started her maintenance assignment on March 27. Pace started transit from USA to Europe in mid-February and has not had any days out in a wind farm since then. Osprey, Orca had some activity in February, but no activity in March. As I do not have exact figures for January, I have chosen to give them "benefit of the doubt" for that month; in February and March, I have also adjusted up onhire days somewhat, as I expect paid port stays for Peak between assignments on Sofia. And for Keeper, because it is on a long contract. In total for the quarter, I arrive at 341 onhire days. Far less than I envisioned before the quarter started. In 2025, we saw average Revenue per contracted day of around 270k (have adjusted Revenue for termination fee regarding Hornsea 4), Zaratan likely pulls this average down somewhat compared to Q1 where it had no onhire days. With those figures, I envision Revenue of around 100 mill euro in Q1. In Q4, Cadeler had operating costs, sales costs, administrative costs, and costs related to "Finance net" of just under 120 mill euro. I would not be surprised if costs land around there in Q1 as well, if not higher given more days with 10 vessels delivered. The overall assessment from the analysis is that it appears to be a much worse quarter than the market anticipates. For information, I am neither long nor short the stock as of today.
·7 t sittenRegarding Wind mover and coverage of Mob. which the author of the thread lacked. https://www.cadeler.com/news/cadeler-locks-in-first-contracts-for-newbuild-vessel-wind-mover
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 H2 -tulosraportti
8 päivää sitten
‧1 t 3 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 t sittenWill this be at 80 by 2026?20 ääntä 2 päivää 12 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
- ·20 t sittenCadeler rose another 3% on ADR! Found a recent DNB analysis, but would anyone with access to energiwatch share some of the content? https://energiwatch.dk/Energinyt/vind/article19122436.ece·11 t sittenThanks for the article TaqiaDK
- ·1 päivä sittenQ1 is soon history and I have collected data for Cadeler's fleet in February and March, what I have for January is less detailed, but some things are known nonetheless. The goal of the analysis was to map the number of days Cadeler's fleet spent on mobilization, transit, and in port. It is difficult to know exactly when their vessels get paid for mobilization, transit, and port stays. But I expect there will be a clear correlation between this and Revenue in the quarter. Ally, Mover, and Zaratan have spent the entire quarter on mobilization, upgrades, transit, and port stays, therefore I expect zero Revenue from these in the quarter. Scylla was working on Revolution Wind until February 22 and started work on Sunrise Wind on March 25. Keeper had its first days on He Dreiht in February. Peak was working on Sofia the entire quarter. Maker spent the start of the quarter on Greater Changua and Ørsted wrote on January 20 that the installation of the turbines was completed "last week". Therefore, I consider Maker offhire from January 18 until she started her maintenance assignment on March 27. Pace started transit from USA to Europe in mid-February and has not had any days out in a wind farm since then. Osprey, Orca had some activity in February, but no activity in March. As I do not have exact figures for January, I have chosen to give them "benefit of the doubt" for that month; in February and March, I have also adjusted up onhire days somewhat, as I expect paid port stays for Peak between assignments on Sofia. And for Keeper, because it is on a long contract. In total for the quarter, I arrive at 341 onhire days. Far less than I envisioned before the quarter started. In 2025, we saw average Revenue per contracted day of around 270k (have adjusted Revenue for termination fee regarding Hornsea 4), Zaratan likely pulls this average down somewhat compared to Q1 where it had no onhire days. With those figures, I envision Revenue of around 100 mill euro in Q1. In Q4, Cadeler had operating costs, sales costs, administrative costs, and costs related to "Finance net" of just under 120 mill euro. I would not be surprised if costs land around there in Q1 as well, if not higher given more days with 10 vessels delivered. The overall assessment from the analysis is that it appears to be a much worse quarter than the market anticipates. For information, I am neither long nor short the stock as of today.·7 t sittenRegarding Wind mover and coverage of Mob. which the author of the thread lacked. https://www.cadeler.com/news/cadeler-locks-in-first-contracts-for-newbuild-vessel-wind-mover
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 179 | - | - | ||
| 17 853 | - | - | ||
| 2 125 | - | - | ||
| 1 462 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 24.3. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 H1 -tulosraportti 26.8.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
2025 H2 -tulosraportti
8 päivää sitten
‧1 t 3 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 24.3. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 H1 -tulosraportti 26.8.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 t sittenWill this be at 80 by 2026?20 ääntä 2 päivää 12 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
- ·20 t sittenCadeler rose another 3% on ADR! Found a recent DNB analysis, but would anyone with access to energiwatch share some of the content? https://energiwatch.dk/Energinyt/vind/article19122436.ece·11 t sittenThanks for the article TaqiaDK
- ·1 päivä sittenQ1 is soon history and I have collected data for Cadeler's fleet in February and March, what I have for January is less detailed, but some things are known nonetheless. The goal of the analysis was to map the number of days Cadeler's fleet spent on mobilization, transit, and in port. It is difficult to know exactly when their vessels get paid for mobilization, transit, and port stays. But I expect there will be a clear correlation between this and Revenue in the quarter. Ally, Mover, and Zaratan have spent the entire quarter on mobilization, upgrades, transit, and port stays, therefore I expect zero Revenue from these in the quarter. Scylla was working on Revolution Wind until February 22 and started work on Sunrise Wind on March 25. Keeper had its first days on He Dreiht in February. Peak was working on Sofia the entire quarter. Maker spent the start of the quarter on Greater Changua and Ørsted wrote on January 20 that the installation of the turbines was completed "last week". Therefore, I consider Maker offhire from January 18 until she started her maintenance assignment on March 27. Pace started transit from USA to Europe in mid-February and has not had any days out in a wind farm since then. Osprey, Orca had some activity in February, but no activity in March. As I do not have exact figures for January, I have chosen to give them "benefit of the doubt" for that month; in February and March, I have also adjusted up onhire days somewhat, as I expect paid port stays for Peak between assignments on Sofia. And for Keeper, because it is on a long contract. In total for the quarter, I arrive at 341 onhire days. Far less than I envisioned before the quarter started. In 2025, we saw average Revenue per contracted day of around 270k (have adjusted Revenue for termination fee regarding Hornsea 4), Zaratan likely pulls this average down somewhat compared to Q1 where it had no onhire days. With those figures, I envision Revenue of around 100 mill euro in Q1. In Q4, Cadeler had operating costs, sales costs, administrative costs, and costs related to "Finance net" of just under 120 mill euro. I would not be surprised if costs land around there in Q1 as well, if not higher given more days with 10 vessels delivered. The overall assessment from the analysis is that it appears to be a much worse quarter than the market anticipates. For information, I am neither long nor short the stock as of today.·7 t sittenRegarding Wind mover and coverage of Mob. which the author of the thread lacked. https://www.cadeler.com/news/cadeler-locks-in-first-contracts-for-newbuild-vessel-wind-mover
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 179 | - | - | ||
| 17 853 | - | - | ||
| 2 125 | - | - | ||
| 1 462 | - | - |
Välittäjätilasto
Dataa ei löytynyt