høyere enn fryktet 
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CADELER A/S: REPORTING ON TRANSACTIONS IN CADELER A/S SHARES BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM
CADELER A/S: REPORTING ON TRANSACTIONS IN CADELER A/S SHARES BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM
Styreleder i Cadeler, Andreas Sohmen-Pao/BW Altor Pte. Ltd, og styremedlem, Emanuele Lauro/Scorpio Holdings Limited, spyttet selv i over 1 milliard kroner, og tok >50% av emisjonen.
Begge har økt sin eierandel, og kontrollerer til sammen >40% av selskapet. Det må man kunne kalle å ha trua.
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Fra DNV.
The likely effects of the Iran war on the global energy transition The Iran war has unleashed the biggest fossil supply shock in decades. The net long-term result appears to be a boost for renewables and nuclear as, in most countries, the incompatibility of oil and gas dependency with energy security is now beyond dispute. This note presents initial thinking from DNV’s Energy Transition Outlook research team on the implications of the war in Iran for the global energy system and the energy transition. We cannot predict when this destructive war, which began on 28 February, will definitively end. What is already clear is that the conflict is inflicting devastating human consequences, causing widespread death, injury, and suffering for people across the region. From an energy system perspective, its immediate impacts are enormous, and its long-term consequences for the oil and gas industry, regional and global economies, and on the pace of the energy transition will be significant.
(…)
The global energy transition will accelerate
As we stated in our latest Energy Transition Outlook (October 2025) our forecast model shows that when there is heightened focus on energy security, the pace of the global energy transition speeds up. That is because the net effect of energy security policies globally favours renewables, batteries, nuclear, and energy efficiency.
The rule-of-thumb that what is bad for fossils is good for renewables applies. And the Middle East conflict is definitely bad for oil and gas. It is clearly strengthening energy security as a primary global concern because it has once again exposed, dramatically, the vulnerability of many countries to oil and gas dependency. Even an early ‘normalization’ of oil and gas supply and prices would not change this perspective.
While the present fossil supply shock disproportionately affects Asia, all energy importing countries will suffer, and their motivation to make themselves less dependent on oil and gas imports will rise. We note that Chinese battery manufacturers have gained more than international oil and gas companies on stock exchanges over the last three weeks. That is a signal of what long-term money is betting on – certainly on a more rapid uptake of EVs amidst high oil prices, but also on utility storage for grid stability as the renewables buildout accelerates. However, we remind readers that the energy transition is a long-term play – even with the boost to renewables from the present conflict, diversifying any nation’s energy system takes time. Changing a nation’s energy mix also requires investments, and higher interest rates will make the considerable upfront capital required for renewables and power grids more expensive. Thus, while the present conflict is likely to ultimately favour decarbonization, it is not a one-way street.
This supply shock comes at a time where oil and gas dependency around the world is still very high. But the transition is ongoing, and if a similar supply shock were to happen in 10 years, we would see many countries’ power, road mobility, and building heating sectors being much less exposed to fossil supply shocks. Instead, national reserves can be prioritized for still vital oil and gas consumers like aviation, shipping, and heavy industry.
DNV expects that despite tighter budgets and an inflationary environment that militates against CAPEX spending, energy security concerns will inevitably pull even more strongly in favour of renewables, batteries, and nuclear going forward. While the full extent of this is not yet understood, it will be closely followed and analysed by our forecasting team in the coming months.
CADELER A/S: REPORTING ON TRANSACTIONS IN CADELER A/S SHARES BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM
Ute for å shoppe en del til sohmen
Gikk over 600 k i sluttauksjonen også
Styreleder kan ikke få nok aksjer 
Kanskje på tide Mr Market begynner å høre 
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Oppdatert analyse fra DNB:
Scaling for the 2030+ cycle without sacrificing returns
By adding two foundation newbuilds, Cadeler is positioning for higher volumes into the 2030+ cycle, enhancing flexibility and reinforcing its market-leading position. The shareholder return story remains intact. BUY with NOK80 target price reiterated.
(…) At USD203m Equity Private Placement
2027–28e EV/EBITDA multiples of ~4x, P/E of 4–6x, and a cash flow yield to EV of c20%, the shares are trading at a steep discount to other asset-heavy companies. Our SOTP supports NOK83/share, while newbuild parity suggests NOK77/share, leading to our NOK80 TP.
Hele analysen her:
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Noen som vet hva som skjer i Cadeler i dag? Hvorfor gapper den ned, og er -3,20% i skrivende stund?
Kan ikke se noen nyheter? Er det noen spesiell grunn annet enn manipulasjon på lavt volum?
Ser ut til at noen forsøker å skape panikk basert på en artikkel om kinesisk konkurranse.
Konkurranse har det jo vært hele tiden. Kinesiske leverandører er jo ofte billige, men vil ikke europeiske land være restriktive med å bruke kinesiske leverandører til kritisk energiinfrastruktur?
De siste årene har fremhevet behovet for energisikkerhet, noe flere land nå fokuserer på. Er det forenlig med å bruke kinesiske leverandører når man ikke ønsker å bruke kinesiske komponenter til annen kritisk infrastruktur som forsvar, kommunikasjon og transport? Høres litt selvmotsigende ut.
16% drvol vitner om at det ikke er panikk i hvert fall.
Hva tenker andre her?
Dumpealgoene fornekter seg ikke 
Har gravd dypere i nyheten som senket Cadeler på lavt volum i går, og fant det som virker å være opprinnelsen – en rapport publisert på et annet nettsted for et par dager siden.
Poenget er ikke at Kina tar over Cadelers business, men at deres produksjonskapasitet, lave kostnader og kvalitetsforbedringer nå gir bedre logistikk og billigere fundamenter, som hjelper hele sektoren mot inflasjon.
Dajin Heavy Industry og Titan Wind Energy er etablert i Europa, med Dajin som bygger heavy deck carriers (første levert 2025) for transport av monopiles.
Dajian fokuserer på end-to-end logistics fra fabrikk til kai med heavy lift-transport for å kutte kostnader og tid – men det stopper der. De har ingen jack-ups eller kraner for full offshore installasjon, som er Cadelers spesialitet.
Europa bremser også kinesiske aktører med restriksjoner som EU-subsidieundersøkelser og UK-utelukkelser på turbiner og kritisk infrastruktur. Selv om det kan ta litt fra rene transportører, rammer det ikke Cadelers høyverdi-installasjonsledd med WTIV-er for presis montering offshore.
Tvert imot er dette langsiktig positivt for Cadeler: billigere fundamenter og logistikk akselererer havvindprosjekter, øker volumet og behovet for europeisk T&I-ekspertise. De har allerede preferred supplier-avtaler for 2028-prosjekter, så dette betyr bare mer jobb og en enda tykkere ordrebok.
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