Today, I initiated a new position in my portfolio in what I consider to be an absolute bargain with the potential to more than double within the next two years.
Hi, thank you for the disclosure. You are not apprehensive about this sector/industry ? Pretty much everyone else, besides Europe is cutting financing to sun/wind energy renewable projects
Hello Noah, I hope you're doing well! I'm not worried about demand — there has been a huge demand-supply imbalance, so I don't expect any shortage of projects for CDLR's vessels. As you said, Europe remains a strong market, and demand from Asia has been increasing significantly over the past few years.
a. CDLR reported its Q4 results on Monday. You can see that there was sequential revenue growth, and margins improved significantly.
b. Analysts are projecting €1.18B in revenue by 2027 — I’m guessing that’s based on the expansion of CDLR’s fleet of vessels, as well as its current backlog of €2.5B.
Hi, thank you for the disclosure. You are not apprehensive about this sector/industry ? Pretty much everyone else, besides Europe is cutting financing to sun/wind energy renewable projects
Hello Noah, I hope you're doing well! I'm not worried about demand — there has been a huge demand-supply imbalance, so I don't expect any shortage of projects for CDLR's vessels. As you said, Europe remains a strong market, and demand from Asia has been increasing significantly over the past few years.
Great find!
What are your thoughts on:
a. Sequential growth this year - do you expect QoQ growth from Q3 to Q4 (analysts are forecasting a sequential decline)?
b. Any thoughts on the revenue CAGR for 2026-27? Should we expect them to deliver 25-35% YoY in 2026 and 2027 - and why?
Thanks.
Thanks Sir!
a. CDLR reported its Q4 results on Monday. You can see that there was sequential revenue growth, and margins improved significantly.
b. Analysts are projecting €1.18B in revenue by 2027 — I’m guessing that’s based on the expansion of CDLR’s fleet of vessels, as well as its current backlog of €2.5B.