Cadeler: Buy Before A New 'Green Wave' Emerges

Adam Rosander
52 Followers
(13min)

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.

Aerial panorama of a close up wind turbine in the sea

Miguel Navarro

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

This article was written by

52 Followers
I am a private investor who is currently studying economics in Sweden with finance as orientation. For many years I have been interested in the stock market and have thus gained a deeper understanding of the stock market in recent years. My investment strategy is mostly about finding growth companies in early stages with a big focus on strong MOAT's. Peter Lynch is primarily who I look up to when it comes to investing, thus my investment strategy has a lot in common with Lynch investment approach. I will mostly cover investment opportunities within technology and healthcare as it interests me the most. I look forward to sharing my perspective and thoughts on investment opportunities on this platform, and to take part of others' perspectives via comments from users.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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