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    Roald Hartvigsen

    Research Analyst at Clarksons Securities AS

    Roald Hartvigsen is an analyst at Clarksons Securities AS, specialising in research and investment recommendations across the clean energy and shipping sectors. He provides coverage on companies such as Ørsted A/S, First Solar, Edda Wind, and Hermana Holding, and his performance is highlighted by successful buy ratings, with investment calls tracked and positively rated on platforms like TipRanks. Hartvigsen has established his career at Clarksons Securities AS, where he contributes regularly to company research and earnings calls, and he is active in issuing sector reports and stock updates for a range of large-cap and sector-leading firms. While information on specific professional credentials such as FINRA registration is not publicly available, Hartvigsen is frequently cited in market reports and industry events, reflecting his standing as a recognized equity analyst in the Nordic and international shipping and energy markets.

    Roald Hartvigsen's questions to Cadeler (CDLR) leadership

    Roald Hartvigsen's questions to Cadeler (CDLR) leadership • H1 2025

    Question

    Roald Hartvigsen of Clarksons Securities inquired about the potential for finding alternative work for the vessel assigned to the halted Revolution Wind project. He also asked whether developers are beginning to push back on the size of termination fees in new contracts, given recent industry events.

    Answer

    CEO Mikkel Gleerup responded that redeploying the vessel from the Revolution Wind project is not straightforward due to project-specific mobilization and the client's desire for it to remain ready. He noted significant interest from other clients if it were to become available. Regarding contract terms, Gleerup stated he has not seen pushback on termination fees, framing them as a necessary protection for Cadeler, although project execution remains the primary goal.

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    Roald Hartvigsen's questions to Cadeler (CDLR) leadership • Q1 2025

    Question

    Roald Hartvigsen of Clarksons Securities inquired about the operational performance of the new generation vessels, specifically Wind Peak and Wind Maker, and whether rising yard prices could make secondhand vessel acquisitions a more viable growth option.

    Answer

    Executive Mikkel Gleerup reported that the new vessels are performing well and achieving envisioned installation rates. He noted that learnings from the first vessel, Wind Peak, have already led to improvements on subsequent newbuilds. Regarding the secondhand market, Gleerup acknowledged it could be an option for some but cautioned that there is very limited quality available, posing a risk of acquiring assets that could become 'deadweight' in a few years.

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    Roald Hartvigsen's questions to Cadeler (CDLR) leadership • Q1 2025

    Question

    Roald Hartvigsen of Clarksons Securities AS questioned the operational performance of the new generation vessels and whether rising newbuild yard prices could make secondhand vessel acquisitions a more viable growth strategy.

    Answer

    CEO Mikkel Gleerup reported that the new vessels are performing as expected and that learnings from the first vessel, Wind Peak, have led to operational improvements on subsequent deliveries. Regarding the market, Gleerup acknowledged that secondhand transactions could be an option for some, but he cautioned that there is very limited quality tonnage available and a high risk of acquiring an asset that could become "deadweight."

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