Industry Overview - The Zacks Utility - Electric Power industry presents a strong long-term investment case due to its regulated structure, which ensures predictable cash flows and stable returns [1] - Utilities are focusing on domestic growth through infrastructure upgrades, grid modernization, and reliability improvements, making the sector appealing for income-oriented and defensive investors [1] Transition to Cleaner Energy - The utility industry is undergoing a significant transition towards cleaner energy sources, with utilities reducing emissions by retiring coal facilities and investing in renewable generation [2] - Nuclear power is regaining importance as a reliable, carbon-free baseload resource that complements intermittent renewables [2] Company Comparisons - Vistra Corp. (VST) and The Southern Company (SO) are key players in the U.S. electric utility sector, both actively investing in renewable energy [2] - Vistra's acquisition of Energy Harbor in 2023 has expanded its nuclear portfolio and led to the establishment of Vistra Vision, focusing on zero-carbon generation [3] - The Southern Company maintains steady earnings and consistent dividend growth through its regulated utility businesses and investments in cleaner power sources [4] Earnings Growth Projections - The Zacks Consensus Estimate for Vistra's earnings per share in 2025 and 2026 has increased by 1.18% and 0.71%, respectively, with long-term growth projected at 11.67% [6] - The Southern Company's earnings per share estimates for 2025 and 2026 have remained unchanged, with long-term growth projected at 7.23% [8] Return on Equity - Vistra's return on equity (ROE) is 64.04%, significantly higher than The Southern Company's 12.52% and the industry's average of 9.64% [9] Sales Estimates - Vistra's sales estimates for 2025 and 2026 reflect year-over-year growth of 18.01% and 29.81%, while The Southern Company's estimates show growth of 8.73% and 4.87%, respectively [12] Debt to Capital - Vistra's debt-to-capital ratio is 75.38%, compared to The Southern Company's 65.34%, with both companies utilizing higher debt levels to fund operations [14] Valuation - Vistra is trading at a premium with a Price/Earnings Forward 12-month ratio of 20.93X, while The Southern Company is at 19.55X, compared to the industry's 15.27X [15] Price Performance - Over the past six months, Vistra's shares have increased by 10.7%, while The Southern Company's shares have declined by 0.6% [16] Conclusion - Both Vistra and The Southern Company are focused on enhancing their infrastructure and increasing clean electricity generation assets, with Vistra currently having a slight advantage due to stronger sales and earnings estimates, better ROE, and healthier price movement [19]

Dublin, Ireland, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Fusion Fuel Green PLC (NASDAQ: HTOO) (“Fusion Fuel” or the “Company”), a leading provider of full-service energy engineering, advisory, and utility solutions, today announced that its subsidiary, Bright Hydrogen Solutions Ltd (“BrightHy Solutions”), a leading engineering and advisory company specialized in green hydrogen, has signed a definitive contract to be the engineering, installation and equipment provider for a green hydrogen project in southern Euro ...

It is so Canadian to enjoy a healthy dividend. Investing in oil and gas stocks is also as Canadian as needing to wear a toque in October or stopping at Timmie’s before heading off on a road trip. We have a resource-based economy and many investors have learned to embrace our dominant sectors. And of course if you buy a core index-based Canadian equity ETF, it will be dominated by financials, energy and other materials. When investing in the very cyclical oil and gas sector, you have to be prepared for a roc ...

Core Points - Southern California Edison has initiated a cash tender offer to purchase all outstanding 5.45% Fixed-to-Floating Rate Trust Preference Securities issued by SCE Trust V [1] Group 1 - The cash tender offer includes the purchase of any and all outstanding Trust Securities along with Accrued Distributions [1]

Core Viewpoint - Southern Company (SO) has shown a year-to-date (YTD) stock gain of approximately 10.1%, outperforming TransAlta Corporation (TAC) and Centuri Holdings (CTRI), but lagging behind the Electric Power utility sub-industry and broader utility sector growth [1][7] Performance Overview - Southern Company's shares have increased by 10.1% YTD, while the Electric Power utility sub-industry has returned 26.9% and the broader utility sector has grown nearly 22.7% [1] - MGE Energy, Inc. (MGEE) has experienced the weakest performance, declining around 12.3% [1] Company Background - Established in 1945 and headquartered in Atlanta, Southern Company serves nearly 9 million customers through seven operating companies, with a generating capacity of approximately 46 gigawatts and extensive transmission and distribution networks [3] - The company has diversified its asset base beyond conventional electric utility operations, including coal, natural gas, nuclear, hydroelectric, and renewable energy sources [4] Growth Drivers - Southern Company is experiencing strong load growth, particularly from data centers, with a 17% year-over-year increase in data center usage [9] - The company has successfully secured 2 gigawatts of new long-term contracts, increasing its contracted base to 8 gigawatts, providing stronger earnings visibility [10] - A significant $76 billion, five-year capital investment plan is in place, with 95% allocated to low-risk, state-regulated utilities, enhancing cash flow predictability [11] - Southern Company has a long history of dividend growth, with 24 consecutive years of increases, appealing to income-focused investors [12] Strategic Initiatives - The company is modernizing its grid with a balanced resource plan, including battery energy storage systems and renewables, to enhance reliability and reduce reliance on single fuel sources [13] Investment Considerations - Despite the strengths, Southern Company faces risks related to regulatory approvals, high P/E ratio indicating potential overvaluation, rising interest expenses, competition from alternative energy sources, and vulnerability to macroeconomic downturns [22]

Core Insights - Southern Energy Corp. has announced its third quarter financial and operational results for the three and nine months ended September 30, 2025 [1] Financial Performance - The company is an established producer with natural gas and light oil assets located in Mississippi [1] - Financial results should be reviewed in conjunction with the unaudited consolidated financial statements and related management's discussion and analysis (MD&A) available on the company's website and filed on SEDAR+ [1]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to strain on power grids and rising electricity prices [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a crucial player in the energy sector, particularly in nuclear energy and LNG exportation [7][8] - It is noted for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is described as being completely debt-free and holding cash reserves that amount to nearly one-third of its market capitalization, indicating a strong financial position [8] - It trades at less than 7 times earnings, suggesting it is undervalued compared to its potential [10] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs and the surge in U.S. LNG exports, aligning with the "America First" energy policy [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Future Outlook - The company is positioned to capitalize on the anticipated energy spike driven by AI, making it a strategic investment opportunity [3][11] - The overall sentiment is that investing in AI and its supporting infrastructure is essential for future growth and profitability [13][15]

Core Insights - Chilean Cobalt Corp. has entered into a non-binding Letter of Intent with NeoRe SpA to conduct exclusive due diligence and negotiate a definitive agreement for a proposed option to acquire up to 100% of NeoRe's rare earth project in southern Chile [1] Company Overview - The project is an ionic adsorption clay-hosted rare earth element (REE) deposit located along the coastal belt region near Concepción, Chile, covering approximately 4,250 hectares [1]

Core Viewpoint - Osisko Metals Incorporated has announced new drill results from the Gaspé Copper Project, indicating significant mineralization and potential resource expansion in the Gaspé Peninsula of Eastern Québec [1][29]. Summary by Category Drill Results - The latest analytical results include 35 mineralized intercepts from ten new drill holes, focusing on upgrading inferred mineral resources to measured or indicated categories and expanding resources outside the current model [2][20]. - Notable drill results include: - Drill hole 30-1128: 330.6 metres averaging 0.46% Cu (0.49% CuEq - expansion) [4][7]. - Drill hole 30-1115: 33.0 metres averaging 1.28% Cu (1.36% CuEq - expansion) [4][6]. - Drill hole 30-1117: 779.0 metres averaging 0.26% Cu (0.34% CuEq - infill and expansion) [4][9]. Mineralization Details - The mineralization at Gaspé Copper is characterized as porphyry copper/skarn type, with various mineralizing events recognized throughout the system [18]. - Drill hole 30-1117 extended mineralization to a vertical depth of 991 metres, while drill hole 30-1126 extended it to 1033 metres [9][13]. - Drill hole 30-1128 identified a new mineralized zone not previously recognized, with significant high-grade intervals [15]. Resource Expansion Strategy - The current drill program aims to convert the November 2024 Mineral Resource Estimate (MRE) to Measured and Indicated categories and to test for deeper and lateral expansions of the mineralization [20]. - The November 2024 MRE indicated significant resources, with 824 million tonnes averaging 0.34% CuEq and 670 million tonnes averaging 0.38% CuEq in the inferred category [29]. Project Background - Osisko Metals acquired a 100% interest in the Gaspé Copper mine in July 2023, which is strategically located near existing infrastructure in a mining-friendly region [29]. - The Gaspé Copper project hosts the largest undeveloped copper resource in eastern North America, emphasizing its potential for future development [29].

Core Insights - Southern Nevada is becoming a hub for innovation, manufacturing, and financial technology with four companies expanding or establishing operations, representing over $9.2 million in capital investment and nearly 325 new jobs [2][3][15] Company Summaries - **Welspun USA**: Opening its third U.S. manufacturing facility in Southern Nevada with a capital investment of $5.15 million, creating 50 jobs at an average wage of $31.73 per hour, and expected to generate a two-year fiscal impact of $1.3 million and an economic impact of $27 million [4][5][6] - **FAAC Inc.**: Expanding into a larger facility in Clark County, consolidating existing operations, with a capital investment of $1.53 million, creating 10 skilled jobs at an average wage of $31.62 per hour, and expected to generate a two-year fiscal impact of $259,057 and an economic impact of $6.48 million [7][8][10] - **DieselCore**: Establishing a new facility in North Las Vegas with a capital investment of $1.12 million, creating 20 jobs at an average wage of $31.61 per hour, and expected to generate a two-year fiscal impact of $432,235 and an economic impact of $12.9 million [11][12][13] - **Private Fintech Company**: Expanding operations in Henderson with a capital investment of $1.38 million, creating 245 jobs at an average wage of $33.31 per hour, and expected to generate a two-year fiscal impact of $2.58 million and an economic impact of $107.3 million [14][15] Economic Impact - The combined projects are expected to inject millions into the economy and create hundreds of high-paying jobs, highlighting the growth potential in Southern Nevada's diverse business environment [3][15]