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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
American Superconductor–Powering the Future of Energy & Defense Company Overview: NASDAQ:AMSC is at the intersection of three megatrends: grid modernization, clean energy, and military innovation. With proprietary high-temperature superconducting (HTS) technology and a growing portfolio of energy and defense solutions, the company is moving from niche player to strategic infrastructure enabler. 🔑 Growth Catalysts: 📈 Grid Modernization & NWL Acquisition Grid segment revenue +56% YoY in Q3 2024, accelerated by NWL integration NWL expands footprint in grid-scale capacitors, transformers, and military-grade systems Heightened U.S. focus on grid resiliency due to aging infrastructure and climate pressures 🌬️ Renewable Energy Tailwinds Wind segment grew +58% YoY, bolstered by demand for advanced turbine control systems Aligns with global decarbonization and offshore wind investment 🛡️ Defense Expansion HTS tech used in shipboard systems, degaussing solutions, and high-power electronics NWL opens doors to increased DoD contracts amid rising national security budgets 🔁 Recurring Revenue & Policy Support Shift toward long-term service and tech licensing agreements Backed by U.S. energy and defense spending, including DOE and DOD initiatives 📊 Fundamental Highlights: Lean balance sheet and operating leverage Strong YoY revenue acceleration across all segments Diversified exposure to energy, defense, and renewables 📈 Investment Outlook: ✅ Bullish Above: $21.00–$22.00 🚀 Upside Target: $38.00–$40.00 🎯 Thesis: With breakthrough superconducting tech, strategic acquisitions, and bipartisan support for energy security, AMSC is emerging as a small-cap innovator in critical infrastructure. #AMSC #GridModernization #DefenseTech #Renewables #Superconductors #EnergyResilience #CleanTech
NASDAQ:AMSCLong
by Richtv_official
$178M mkt cap company signed $545 Million Partnering AgreementCup & Handle breakout as this company is getting re-rated after recent news release... Green Impact Partners Announces $545 Million Partnering Agreement Calgary, Alberta--(Newsfile Corp. - February 21, 2023) - Green Impact Partners Inc. (TSXV: GIP) ("GIP" or the "Company") is pleased to announce it has selected Amber Infrastructure Group ("Amber Infrastructure") as a strategic partner on its GreenGas Colorado, Iowa RNG and Future Energy Park projects, representing up to $545 million in total investment for a 50% project-level equity interest in each facility. Based in London, with offices in North America, Europe and Australia, Amber Infrastructure is an infrastructure investor with over $8 billion in assets under management. All of the documentation for the various agreements with Amber Infrastructure is being held in escrow and will be released and come into effect upon Amber Infrastructure advancing the purchase proceeds under the unit purchase agreement in respect of the GreenGas transaction described below, which is anticipated to occur on February 23, 2023.
TSXV:GIPLong
by agstockpicks
STEM (Long) - boosted by the energy bill, lovely technical setupFundamentals: - in the near term, the market seems to have found a temporary area of consolidation; that gives the trade enough time to develop - the company is focused on the storage of renewable energy , thus it is a recipient of the US Inflation Reduction Act , which will substantially subsidise renewable energy companies - Although it may seem like a no-revenue growth stock, the firm actually has a P/E of 24 - the whole renewable energy sector has been one of the strongest sectors in the market Technicals: - are just beautiful - a rounding bottom reversal on the weekly; the breakout came on the day of the bill being passed (the fundamental reason behind a breakout always gives the trade more validity) - Weekly RSI around 60 and breaking higher. The stock also broke through the weekly 50SMA - The stock's relative strength against the S&P is just straight up and to the right - Bull flag (or wedge or whatever you want to call it) after the breakout, a clear sign of consolidation; a continuation pattern Trade: - I found an entry at $16 (black line) as that level represents strong resistance from the upper side, and we broke it yesterday right at the close. However, the trade is still very much open to an entry; you wouldn't be chasing at this level - Stop loss is tricky because the optimal stop loss (red line) is a bit too far away (14%). One way to play it is to use the $16 as a stop loss, though you risk a lot of whipsaws. - The first profit target I found is the green line (25%) Caveats: - Market turns to the downside and drags this sector with it - Inflation numbers are coming out on Tuesday; if we get a larger-than-expected number, probably leave the trade right away Follow me for more analysis & Feel free to ask any questions you have, I am happy to help If you like my content, Please leave a like and a comment, it motivates me to keep producing the ideas, thank you
NYSE:STEMLong
by jurajholik
Asset payout of .40 per share + US$55M allocated to cash balanceMarket is asleep on this screamer of a deal, in my opinion: ... PODA Announces Multiparty Sale of Intellectual Property Assets for US$100.5 Million PODA to receive US$55,275,000 and anticipates making a distribution equal to approximately CDN$0.40 per subordinate voting share and CDN$400 per multiple voting share VANCOUVER, BC, May 13, 2022 /PRNewswire/ -- PODA HOLDINGS, INC. ("PODA" or the "Company") (CSE: PODA) (‎FSE: 99L) (OTC: PODAF) is pleased to announce that, together with Ryan Selby and Ryan Karkairan (the ‎‎"Owners"), it has entered into a definitive agreement dated May 13, 2022 (the "Asset Purchase Agreement") with a subsidiary of Altria Group, Inc. ("Altria") (NYSE:MO), Altria Client Services LLC ("ALCS"), pursuant to which the Company and the Owners have each agreed to sell to ALCS substantially all of the assets and properties ‎used in the Company's business (the "Purchased Assets") of developing, manufacturing and marketing ‎multi-substrate heated capsule technology, including, without limitation, the Owners' patents related to such technology and the Company's exclusive, perpetual license of certain of those patents pursuant to an amended and restated royalties agreement dated April 12, 2019 (the "Royalties Agreement"), for a total purchase price of US$100.5 million ("Purchase Price"), subject to certain ‎adjustments and holdbacks (the ‎‎"Transaction"). The Company carries on its ‎business pursuant to the Royalties Agreement and the Company and the ‎Owners have agreed to allocate US$55,275,000 of the Purchase Price to the Company (being 55% of the Purchase Price), with the balance to the ‎Owners.‎ "This agreement represents a significant milestone for PODA and its employees," said Ryan Selby, PODA's Chief Executive Officer, Director and Chairman of the Company's board of directors (the "Board"). "Our teams have worked diligently on this technology since the Company's inception, and we believe these agreements maximize its value for the Company and its shareholders." Transaction Highlights Premium Cash Distribution: PODA expects to make a cash distribution to holders of PODA's shares (the "Shareholders") equal to approximately CDN$0.40 per subordinate voting share and CDN$400 per multiple voting share‎, representing a 167% premium to the closing share ‎price of PODA as of May 12, 2022.‎ Unanimously Recommended by Independent Directors: the Transaction has ‎been unanimously recommended by a special committee of the Board, comprised entirely of independent directors (the "Special Committee"); Fairness Opinion: Stifel Nicolaus ‎Canada Inc. ("Stifel") has provided a fairness opinion in connection with the Transaction which provides that, as of the date of such opinion, and subject to the assumptions, limitations, and qualifications on which such opinion is based, the consideration to be received by the Company pursuant to the Asset Purchase Agreement is fair, from a financial point of view, to the Company;‎ Commercialization Capabilities: the further development and commercialization of the multi-substrate heated capsule technology by the Company is subject to a number of risks (including its ability to secure necessary funding, which could result in dilution to holders of PODA shares) with no certainty of ‎commercialization or market success;‎ No Financing Condition: the Transaction is not subject to any financing conditions; Future Opportunity to Retain Exposure: PODA expects to retain approximately CDN$1 million in cash to explore ‎new business opportunities for the economic benefit of its Shareholders, subject to the terms of the Asset Purchase Agreement; No Holdback: no portion of the Purchase Price allocated to the Company will be subject to holdbacks or escrow; and Cash Consideration Ratio: given that the Owners hold legal title to the intellectual property ‎comprising the multi-substrate heated capsule technology, the Special Committee believes that receiving more than half of the Purchase Price reflects excellent value for the Company.
PLong
by agstockpicks
LONGi is unstoppable, ride one of the best trains in townHi all, I've never posted my analysis about LONGi on this forum. In the silicon ingots/wafers industry there is a king, and this king is LONGi. It is quite clearly a "monopoly" and has been controlling the MONO(pun-intended) capacity and since it becoming the maintream now and for the foreseaable 3 years, There is no signs of any significant competition coming in to challenge its dominance. WIth continued further advancement and expansion of its capacity and continuous growth of the industry, it is clear the direction is up. FInancials post healthy margins, cashflow, and very reasonable PE ratio. Volatility in markets has created an excellent opportunity to trade a wonderful stock. Especially in times where funds are constantly pulling out during policy changes and fund repositioning. These creates perfect buy opportunities. Look to trail profits when a higher high has made of 5.00, It seems that the change in structure is happening in this order of the trend. I found this is a good range of TP
SSE:601012Long
by Joeyismoney
GXY - 29 MONTH DOWNTREND BROKEN!!!GALAXY RESOURCES (ASX:GXY) Has been locked in a fierce downtrend since Dec 2017 but has just broken out!! Targets As Below. 1. Break of long term downtrend and Volume returning to the market will see GXY build new Market Structure and Create Uptrend Potential. -Break 29 month Downtrend -Buying volume returning to the market -MACD spreading on Weekly and holding on Daily -RSI Trending up through Neutral Territory -EMA 20/50 are about to cross signaling trend reversal -Broken .236 Fib Retracement -Double Bottom at $0.705 -Targets .5, .618, .786 Fib Retracement (Also Equilibrium Levels) 2. Bull Trap Fakeout completes and prices squeezes into downward triangle corner, breaking 0.705 Support and sinking to 2015 NOV price. -Bulltrap -Double top off Equilibrium at 0.845 -MACD Cross and Spread -Crack 0.705 Support -Nothing to hold it until 0.465 -EMA's bounce and do not cross GXY and the Lithium Sector has been plagued by downward price action since false news of Global Over Supply was promoted in DEC 2017. Is the Sector finally about to turn the corner?? These Ideas are NOT 'Financial Advice'!. Scenarios are based off a mixture of TA and Fundamentals current at the time. All IMO GLTAH. Happy Hunting!!!
GLong
by Trader_Johnni
1
Brookfield Renewable Partners recovering from shock, new uptrendThe price of Brookfield Renewable Partners gained a lot of upward momentum before crashing down due to corona. Now that it's recovering, I believe that another rally is coming. The 50 SMA has in the past worked as a reliable support and will likely assume this role again. It is just about to cross over the 100 SMA, the RSI is far away from being oversold and the MACD looks like it's going to cross over the 9 EMA very soon. This would make for a solid long-setup. VF Investment cannot be held responsible for any financial damages suffered from following our well-funded but personal opinions and trading ideas. Please, maintain proper position sizing and risk management!
NYSE:BEPLong
by vf_investment
Brookfield Renewables: Good Buying Opportunity Off the DipMany utility stocks across the TSX and NYSE underwent a falling descending triangle - in fact, many of them seemingly corrected about 5% (ironically) on the same day and around the time (near when phase 1 progress was announced not long ago). Brookfield Renewable Partners (BEP) is one of the finest utility stocks as its led by Bruce Flatt who is regarded as one of the top real-estate investors in Canada of all time and he will never have any issue raising money should the company ever need-be for acquisitions. Acquisitions are king in the renewable space and this is a key pro for the company. Utilities have outperformed a little too much in 2019 as an entire sector in my opinion as a result of the uncertainty around global growth, and as a result I see the first half of 2020 providing somewhat muted gains for the sector as a whole, however, as we prove through 2020 midway, I expect economic data to wane once again and this will lift the sector up . Many utility stocks continue to trade at around 35-50 P/Es which is extremely high for the sector which was just regarded as passive income, not "wealth appreciation". Nonetheless, for those looking for a decent entry point in a top renewable utility sector (which will be the future), this is the time to monitor closely and buy a position in the stock. As always, never buy stocks all at once in one lot as tempting as it might be. - zSplit
TSX:BEP.UNLong
by PaulDeep19131