Rasmus Erbo claims Ørsted is on track with its turnaround plan and in a good operational position.
“we are right now very much on track. We have now firm ground on our feet, and and and we are in we have a lot of work in front of us, no doubt in Arster, but we are in a good place.”
→ Read the source episode
Our resolution criterion
disputableØrsted meets or exceeds the financial and operational milestones outlined in its three-year turnaround plan announced approximately 1.5 years prior to this interview (mid-2025).
More from In Good Company with Nicolai Tangen
John May predicts that 2026 marks the bottom of the agricultural equipment market cycle and recovery will begin.
John May predicts John Deere will achieve fully autonomous corn production in the US by 2030, covering all stages from tillage to harvesting.
Nicolai Tangen predicts the best performing stock of 2040 does not exist today
Rasmus Erbo states that Danish offshore wind tenders won recently will be completed/finalized by 2032.
Rasmus Erbo predicts European electricity demand will approximately double by 2050 compared to current levels.
Nikolai Tangen predicts the CEO of Moderna will attend the investment conference on April 27, 2027
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.