Gary's Take on Enrique Abeyta's Talen Energy Position

Описание: Gary Brode of Deep Knowledge Investing and Robb Fahrion of Flying V Group discuss the 5 Things to Know in Investing This Week: The Most Important Issue Ever Issue

-DKI hosts Enrique Abeyta @EnriqueAbeyta on Talen Energy $TLNE.

DKI Summary:

This week, DKI hosted Enrique Abeyta @EnriqueAbeyta of HX Research, who shared his optimistic outlook on Talen Energy $TLNE. Talen, an Independent Power Producer (IPP), owns power generation assets, including the Susquehanna Steam Electric Station, the 6th largest nuclear power plant in the U.S. After facing significant challenges, including bankruptcy in 2022, Talen has restructured and launched a datacenter business, which was recently sold to Amazon Web Services (AWS) for $650 million. Talen Energy's total enterprise value is approximately $7 billion. However, Enrique notes that Talen’s Susquehanna plant alone is worth an inflation-adjusted $24 billion, and Southern Company recently completed a similar capacity plant for $30 billion.

DKI Takeaway:

DKI has long been bullish on nuclear power and uranium. During the webinar, Enrique highlighted three positive catalysts for nuclear energy and uranium. First, the substantial energy required to power electric vehicles; second, the reshoring of manufacturing initiated by the Trump administration and has continued; and third, the rapid growth of AI and the increasing demand for data storage facilities. $AMZN is paying above-market rates to $TLNE to secure reliable baseload generation for its recently-purchased datacenter. Uranium and nuclear energy have been a great growth investment and also an excellent inflation hedge. DKI continues to hold uranium as demand is outstripping supply and the dollar loses purchasing power.

Your links:

This week's written version of the 5 Things with graphs:
https://deepknowledgeinvesting.com/we...

Deep Knowledge Investing Subscription Page: https://deepknowledgeinvesting.com/we...

Flying V Group: https://www.flyingvgroup.com/

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