Opinions
Robert Lauzon
Oersted
DNNGY-O
BUY
May 10, 2022
The world's leader in offshore wind energy, once a coal company. A Danish company. Likes it and has been buying it for over three years. Shares have slumped recently like tech stocks, down 45-50% from its high, but the stock remains high quality. He would buy this long term, given carbon targets around the world and the transition to green power this decade. The headwind is supply chain issues. (They use natural gas to generate power in Denmark). A good entry point now.
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Stock price when the opinion was issued
Utilities
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