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Cadeler’s Wind-Powered Surge - €2.5B Backlog to Fuel Growth Cadeler A/S (OB): Riding the Offshore Wind Wave In a nutshell, what I see is a stock whose price declined by 33% from October 2024 to September 2025, despite the fact that the company is now in a much better position, with better ratios, much better revenue, and great value. Company Overview Cadeler A/S is a global leader in offshore wind farm installation and maintenance, primarily operating in European markets. Listed on Oslo Børs, the company operates a fleet of 4 jack-up vessels with 8 additional vessels in development, positioning itself to capitalize on Europe's aggressive renewable energy targets. Market Opportunity The offshore wind sector is experiencing a lot of growth. 2024 was a record year with 117 GW of new capacity installed globally. The Global Wind Energy Council forecasts 410 GW of new capacity by 2030, representing annual growth rates of 28% through 2029. Europe's ambitious targets include 42.5% renewable energy by 2030 and 300 GW of offshore wind capacity by 2050, creating a massive addressable market for Cadeler's specialized services. Financial Highlights Strong Revenue Growth: Revenue doubled to €249M in 2024 from €109M in 2023, driven by successful project execution and the Eneti merger. Latest TTM revenue reached €465M (277.9% YoY growth). Q2 2025 revenue grew by 242%, but despite that, the stock price is trending down. Record Backlog: Order backlog increased to €2.5B in 2024 from €1.7B in 2023, providing strong revenue visibility with key contracts including Baltica 2, Bałtyk 2/3 (Poland), US, and Taiwan 4. Profitability Surge: EPS grew 409.5% YoY to €0.32 in Q2 2025, with a 3-year CAGR of 61.9%. 2025 Guidance: Management projects €485-525M revenue with €278-318M EBITDA. Valuation Metrics P/E Ratio: 6.7 (significantly compressed from the previous year) P/B Ratio: 1.1 (37.1% decrease YoY) Revenue CAGR (5-year): 87.6% The combination of low valuation multiples and exceptional growth suggests potential undervaluation. Key Risks Project Execution: Permitting delays and cancellations (e.g., Hornsea 4 removal from backlog) can impact revenue visibility. Cost Inflation: Rising turbine costs (+10% since 2021) and supply chain constraints could pressure margins. Policy Dependency: Growth relies heavily on government subsidies and favorable renewable energy policies, creating regulatory risk. My Investment Thesis Cadeler is an opportunity in the rapidly expanding offshore wind installation market. They have a strong order backlog and prospective contracts, fleet expansion plans, and attractive valuation metrics; the company appears well-positioned to benefit from Europe's energy transition. I see it as a mix of value and growth investing. I see Cadeler as a medium to long-term investment. I think the upside potential is anywhere between +50% and +100% from the current price. I will allocate around 1% of my wealth into this stock. Quick note: I'm just sharing my journey - not financial advice! 😊
GETTEX:CA2Long
by HenriqueCentieiro
India’s Andaman Sea Oil Prospect: A Strategic Inflection PointThe Discovery: Unprecedented Potential In mid‑June 2025, India’s Union Petroleum and Natural Gas Minister, Hardeep Singh Puri, announced that India might be on the threshold of discovering a Guyana‑scale oil field in the Andaman Sea, with estimated reserves of around 184,440 crore litres (approximately 1.844 trillion litres) of crude oil. Should exploration confirm commercial viability, Puri suggested this find could elevate India to a $20 trillion economy—a bold leap from its current size of approximately $3.7 trillion. Economic Leverage: What a Discovery Could Unlock A discovery of this magnitude has several transformative implications: Energy Independence: India imports roughly 90% of its oil and about 50% of its natural gas, a dependency that strains foreign exchange reserves. Indigenous production from Andaman could significantly reduce this reliance. Boost to GDP Growth: At face value, such reserves could be seen as a catalyst for exponential GDP growth—hence the “$20 trillion economy” projection. However, this estimate is largely speculative, hinging on assumptions around extraction timelines, global oil demand, reinvestment, and economic multipliers. Fiscal and Credit Gains: Lowering oil import bills may free up fiscal resources, strengthen the current account, and improve sovereign credit metrics. Strategic Fit in India’s Energy Transition Strategy India’s broader energy goals are shifting: Deepwater Exploration Initiative: As recently as August 2025, Prime Minister Modi highlighted a policy push towards deep‑sea oil exploration and nuclear expansion to reduce dependence on imports and enhance energy security. Diversification: Even if oil demand plateaus or declines—as argued by experts due to the global shift to renewables—the discovery still represents strategic insurance during the transition period. Strategic Geography and Infrastructure Implications Geopolitical Leverage: The Andaman Sea and the adjoining Andaman and Nicobar Islands control key shipping lanes such as the Ten Degree Channel, which connects to the Malacca and Singapore Straits—a major chokepoint through which global trade passes. Infrastructure Synergy: The ongoing Great Nicobar Island Development Project, with plans for ports, airports, and power infrastructure, could complement energy ambitions by improving access and logistics in the region. Challenges and Caveats A host of practical and theoretical hurdles remain: Exploration Costs & Viability: Deep‑sea drilling is capital‑intensive, with execution risks and regulatory complexities. Market Uncertainty: Long‑term oil demand may taper as renewables gain traction. The economic upside depends on effective commercialization and resource reinvestment. Environmental Sensitivities: The Andaman region harbours rich marine ecosystems and tribal communities. Infrastructure expansion may generate ecological and social pushback (echoed in debates around the Great Nicobar development). Infrastructure Readiness: Transport, refining capacity, export pipelines, and port facilities will need substantial enhancement to process and deliver oil to markets efficiently. Strategic Outlook and Policy Imperatives For India to translate this potential oil bounty into sustainable growth: Rigorous Verification: Prioritize economic feasibility studies, environmental impact assessments, and phased exploration. Balanced Energy Policy: Use revenues to fund renewables, reduce carbon footprint, and build resilience—rather than doubling down solely on hydrocarbons. Infrastructure Investment: Expand refining capability, logistics, and export terminals in an eco-sensitive, inclusive manner. Regional Development: Harness this momentum to boost local economies—creating jobs, improving connectivity, and uplifting communities in the Andaman and Nicobar region. Geostrategic Positioning: Take advantage of Andaman’s location to secure sea lanes and enhance India’s Indo-Pacific posture. While headlines envisioning a fivefold GDP surge remain speculative, the preliminary discovery in the Andaman Sea represents a promising and strategically significant opportunity. If proven commercially viable and paired with thoughtful policy, infrastructure, and environmental stewardship, it could be a cornerstone in India’s quest for energy independence and economic transformation. But prudent, phased, and balanced planning will be essential to realize this potential responsibly. ------------------------------------------------------------------------ The article and the data is for general information use only, not advice! Risk Disclaimer! General Risk Warning: Trading on the Financial Markets, Stock Exchange and all its asset derivatives is highly speculative and may not be suitable for all investors. Only invest with money you can afford to lose and ensure that you fully understand the risks involved. It is important that you understand how Trading and Investing on the stock exchange works and that you consider whether you can afford the high risk of loss.
NSE:NIFTY_OIL_AND_GAS
by TheTrade_Academ
RIG: At a crossroads, time to decideRIG recently broke out of its bull flag. However, since then oil prices have fallen sharply, creating selling pressure for RIG. RIG successfully defended the breakout yesterday when oil prices were down 4%, but RIG has another test ahead of it today as oil has fallen another 3%. In my opinion, the downside risk from here is minimal, but the upside is tremendous, creating a highly favorable r/r setup. If RIG is unable to defend the breakout today, I expect the stock will retest the lower trendline around $5.30, which I expect will provide strong support. However, if RIG is able to maintain the breakout even after oil falls 7% in 2 days, that would be a tremendous show of strength. I think it could go either way right now, 50/50, but I think the bullish interpretation is the highest probability at this time. It is possible that this stock could reach $20/share over the next 6-12 months.
NYSE:RIG
by TomDaSpankEngine
Offshore to the top floor - ZECDear traders, Intro: My name is Hugo, I am 24 years old and trading crypto currencies since late 2017. English is not my main language, however, I will try to explain everything brief and clear. Be aware that I am still in the learning curve. Every idea I post is not financial advice and is only meant for entertainment purposes only. Analysis: Zcash's volume profile (VPVR) is at the bottom, which might indicate more buying volume than selling volume. Beautiful patterns recurring as pointed out on the chart and fundamentals are, in my opinion, really good. Big players (Grayscale & Gemini) do not seem to care about Bittrex delisting the coin (Tweets of Barry Silbert and Tyler Winklevoss, respectively). Been accumulating this coin for a long time now... Hope it will take off. This is my short-term target, for long-term targets check out Path's chart ;). Conclusion: Up only, buy. Goodluck, Doctor Hugo
Long
by Doctorhugo3
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