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John Olaisen
  • John Olaisen

Aker Offshore Wind AS - Terminating coverage

ABGSC ceases coverage of Aker Offshore Wind HOLD is our final recommendation NOK 4 is our final target price

Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly - Theme of the week: Nordi...

Great growth opportunities for Nordic renewable companies Offshore wind and energy storage are key for the transition Solid week for Nordic renewable shares

Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - US of...

The New York Bight auction attracted record-high bids Significant increase in price and bidders over time Strong week for Nordic renewable shares

Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Theme of the week: Renewable return targets

Comparing Orsted, Equinor and Scatec's return guidance Are the return targets too optimistic? Soft week for Nordic renewable shares

Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Theme of the week: Q4e for Swedish Wind dev...

Strong Q4 for OX2 (BUY) – led by 455 MW project sale Arise boosted by electricity prices, Eolus hit by delay Soft week for Nordic renewable shares

John Olaisen
  • John Olaisen

Aker Offshore Wind AS - Downgraded to HOLD (Buy)

Lack of awards at Scotwind a major setback Funding need is going to be harder to fill Down to HOLD (Buy), TP NOK 4 (10)

Adrian Gilani ... (+5)
  • Adrian Gilani
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Edda ...

We initiated coverage on Edda this week … …a leading offshore wind service vessel company Strong week for Nordic renewable shares

Adrian Gilani ... (+6)
  • Adrian Gilani
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Summa...

Optimism at the Electric City wind conference Wind service companies indicate strong improvements ahead Poor week for Nordic renewable shares

Adrian Gilani ... (+6)
  • Adrian Gilani
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Huge ...

Electrolyser manufacturing capacity >25GW/y by ‘25e Mixed week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - site ...

We visited an onshore wind park Pictures of onshore wind turbine components Mixed week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - cost ...

Typical cost split for offshore wind farms The life cycle costs of offshore wind farms Solid week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - Offsh...

Offshore substations explained Need for substations increases with wind farm capacity & distance to shore Strong week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weeky: Theme of the week - the EU...

EU ETS crucial for meeting GHG emission targets Carbon price now at ATH, positive for renewables Soft week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - the o...

We published a report on the offshore wind construction market Initiation of Cadeler and OHT Solid week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - cost ...

Transportation costs increase when deviating from the original plan Steel prices are up ~150% Soft week for Nordic renewable shares

Casper Blom ... (+5)
  • Casper Blom
  • Haakon Amundsen
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
  • Olof Cederholm

Powerpoint Sector Report - Renewable Weekly: Theme of the week - lead ...

Lead times for offshore wind parks are 7-11 years Lead times for onshore wind parks are 4-8 years Solid week for Nordic renewable shares

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