Core Insights - Strathmore Plus Uranium Corporation has successfully completed Phase 1 drilling at the Agate project, extending mineralization in the Middle Sand trend to over 1,300 feet and adding more than 500 feet of mineralization this year [2][3] - The northern trend has also expanded to exceed 5,200 feet in length, with further drilling planned [2][3] - The Agate project is positioned for potential in-situ recovery of uranium to support the growing nuclear fleet in the USA [2][3] Drilling Results - A total of 45 holes were drilled during Phase 1, with significant results including hole AG-224-25 showing 14.0 feet of 0.071% eU3O8 and AG-245-25 core showing 19.5 feet of 0.040% eU3O8 [2][5] - Core drilling recovered samples from 5 holes, with hole AG-244-25 core yielding 23.5 feet of 0.076% eU3O8 [2][5] - The drilling targeted both the Middle and Lower sands, with the Middle sand historically being the primary source of uranium in the Shirley Basin [3][8] Geological Context - The drilling explored the Eocene Wind River Formation, characterized by high porosity and permeability, which is conducive to uranium mineralization [3][8] - The Agate property consists of 100 wholly owned lode mining claims covering approximately 2,066 acres, with uranium mineralization located from 20 to 150 feet deep [8][9] - Historically, 53 million pounds of uranium were mined in the Shirley Basin, indicating a rich mining history in the area [8] Future Plans - The results from Phase 1 will inform targets for continued exploration in Phase 2, scheduled for autumn 2025 [7] - A technical report on the project is expected to be completed this winter, further detailing the findings and future exploration plans [7]

Group 1 - Southern California Edison announced community workshops for its Wildfire Recovery Compensation Program [1] - The program is a voluntary, comprehensive claims initiative aimed at providing direct payments and fast resolutions to those affected by the Eaton Fire [1] - Workshops will allow interested parties to comment on draft details, including eligibility and valuation criteria, before finalization [1]

Core Points - Natural Grocers® is celebrating the 10-year anniversary of its southern Oklahoma City store with special offers and in-store events for {N}power® members from September 19 to 21, 2025 [1][2] - The company operates six stores in Oklahoma, having opened its first store in the state in July 2011, and has been serving the local communities with high-quality organic and natural groceries since the opening of the Oklahoma City – South store in September 2015 [3][4] - The anniversary celebration includes exclusive deals for {N}power members, such as a surprise offer on September 19 and various $10 deals from September 19 to 21 [5][6] Company Overview - Natural Grocers by Vitamin Cottage, Inc. was founded in 1955 and is a specialty retailer of natural and organic groceries, body care products, and dietary supplements, with strict quality guidelines for its products [6] - The company is headquartered in Lakewood, Colorado, and operates 169 stores across 21 states, emphasizing affordable prices and a clean retail environment [6] - In fiscal year 2024, Natural Grocers invested over $15 million in incremental compensation and discretionary payments for its employees, reflecting its commitment to its workforce [6]

Group 1 - Southern Company (NYSE: SO) is experiencing strong trading premiums due to investor enthusiasm for sustained growth in energy demand, particularly driven by artificial intelligence [1] - The equity market is highlighted as a powerful mechanism for wealth creation or destruction over the long term, with daily price fluctuations playing a significant role [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Core Viewpoint - Southern Company (NYSE: SO) is experiencing strong trading premiums due to investor enthusiasm for sustained energy demand growth driven by artificial intelligence, indicating a long-term positive outlook for the company [1]. Group 1: Company Performance - Southern Company is positioned to benefit from a decade-long increase in energy demand, particularly in sectors related to artificial intelligence [1]. - The equity market's daily price fluctuations contribute to significant long-term wealth creation or destruction, highlighting the importance of strategic investment in companies like Southern Company [1]. Group 2: Investment Strategy - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms, which aligns with the investment potential seen in Southern Company [1].

Group 1 - The Southern Company (NYSE:SO) has gained attention as a growth utility stock following the completion of its nuclear power plant construction project in Georgia, which has contributed to its strong performance [1] - The company operates in the electricity and natural gas sector, managing power generation assets, pipelines, and storage facilities, while also providing energy solutions and communications services to various customer segments [2] - Despite the potential of Southern Company as an investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk, indicating a competitive investment landscape [3]

Core Insights - Georgia Power, a subsidiary of Southern Company, received approval for five large-scale solar Power Purchase Agreements (PPAs) totaling 1,068 megawatts (MW) of solar energy, aligning with the 2023 Clean and Renewable Energy Subscription (CARES) initiative [1][9][16] Summary by Sections Project Approval and Capacity - The approved solar projects were selected through a competitive bidding process under the CARES 2023 Request for Proposal (RFP), contributing to significant environmental and economic benefits [2][4] - The five projects will be strategically located across Georgia to enhance the state's renewable energy infrastructure and diversify Georgia Power's portfolio [4][6] Project Details - Mitchell County will host a 25-year agreement for 260 MW, while Coffee County will have a 30-year PPA for 200 MW [5] - Wilkinson County's project includes a 20-year agreement for 183 MW of solar energy paired with a 91.5 MW battery storage system, improving grid reliability [5][12] - Jefferson County will benefit from a 20-year PPA for 200 MW, and Laurens County will have a 20-year agreement for 225 MW [6] Strategic Goals and Future Plans - Georgia Power aims to acquire up to 4,000 MW of new renewable energy assets by 2035, starting with a target of 1,100 MW through upcoming RFPs [10][11] - The CARES 2025 RFP has been issued with a target of up to 2,000 MW of additional utility-scale solar projects expected to be operational by 2028 [8] Renewable Energy Integration - The integration of solar plus storage in projects like Wilkinson County enhances overall system reliability and operational flexibility, ensuring a resilient grid [12][13] - The CARES program allows corporations to subscribe to renewable energy production, helping them meet sustainability goals and reduce carbon footprints [14][15] Industry Impact - Georgia Power's initiatives reflect a strong commitment to renewable energy, positioning the company as a leader in the transition to a sustainable energy future [16][17]

Core Viewpoint - Lavras Gold Corp. has reported significant drilling results from the Butiá Gold Deposit and Fazenda do Posto Gold Discovery, confirming a connected zone of mineralization and advancing towards defining an economically feasible gold resource at the LDS Project in southern Brazil [1][4][8]. Drilling Results - A total of 17 new drill holes were completed, totaling 6,305 metres, with gold mineralization intersected in 15 of the holes [1][4]. - Notable results include 228.0 metres grading 1.1 g/t gold from 115.0 metres, with a subinterval of 62.0 metres grading 3.2 g/t gold from 159.0 metres [10][22]. - Hole 25FP039 at Fazenda do Posto intersected 44.0 metres grading 2.3 g/t gold from 325.0 metres, including 13.0 metres grading 3.6 g/t gold [24][21]. Project Development - The ongoing 25,000 metre drilling program aims to enhance the understanding of the Butiá and Fazenda do Posto areas and explore additional targets on the 23,000 hectare LDS Property [2][4]. - An Environmental and Social Impact Study (EIA) has commenced, marking a critical step in the permitting process for a potential commercial gold mining project [4][13]. Geological Insights - The drilling results have provided valuable structural, geological, and geochemical information, indicating a mineralized gold system extending from surface to depths of over 400 metres [8][9]. - The exploration potential remains significant, with the geological controls to mineralization being better understood since the discovery hole in September 2023 [9][13]. Historical Context - Including historical drilling, over 58,000 metres and 209 drill holes have been completed on the Butiá and Fazenda do Posto concessions [16][4]. - The Butiá Gold Deposit hosts an estimated mineral resource of 12.9 million tonnes at a grade of 0.91 g/t gold for 377,000 ounces in the Measured and Indicated categories [15].

Core Points - Georgia Power has received approval for five new utility-scale solar power purchase agreements (PPAs) totaling 1,068 megawatts (MW) to enhance its Clean and Renewable Energy Subscription (CARES) 2023 program [1][3] - The CARES program allows commercial and industrial customers to purchase subscriptions for a share of renewable resource production, reflecting a growing demand for sustainability initiatives [2] - The selected projects are expected to provide long-term benefits to customers and diversify Georgia Power's generation mix, enhancing reliability [3][4] Project Details - The five new solar facilities will be located in various counties in Georgia, including: - Mitchell County: 260 MW capacity with a 25-year PPA - Coffee County: 200 MW capacity with a 30-year PPA - Wilkinson County: 183 MW capacity with a 20-year PPA, plus a 91.5 MW battery storage system - Jefferson County: 200 MW capacity with a 20-year PPA - Laurens County: 225 MW capacity with a 20-year PPA [8] Future Plans - Georgia Power's 2025 Integrated Resource Plan (IRP) aims to procure up to 4,000 MW of renewable resources by 2035, with an initial target of 1,100 MW through competitive processes [6] - The CARES 2025 RFP has been issued, targeting up to 2,000 MW of utility-scale solar projects, with commercial operation dates expected as early as 2028 [5]

Core Viewpoint - Southern Company (SO) is a leading U.S. utility provider with a diversified energy portfolio, focusing on sustainability and long-term growth through strategic investments in natural gas, clean energy, and innovations like microgrids [1] Group 1: Company Performance - Over the past three months, SO has recorded a 2.3% increase in share price, outperforming the broader Utilities Sector which saw a 1.4% increase and the Electric Power sub-industry that experienced a 1% decrease [3] - Key peers such as MGE Energy, Avista Corporation, and WEC Energy Group saw declines of 6.2%, 5%, and 1.1% respectively, highlighting SO's resilience in a challenging market [3] Group 2: Capital Investment and Growth Strategy - SO has increased its five-year capital plan from $63 billion to $76 billion, with a potential upside of $5 billion, significantly exceeding the more conservative plans of its peers [5][8] - The capital plan targets new generation capacity, grid modernization, and renewable energy, with projected rate base growth accelerating to 8% through 2029 [8] - Demand growth is driven by data centers, manufacturing, and economic expansion in the Southeast, with a pipeline exceeding 50 GW of incremental load [9][10] Group 3: Strategic Positioning and Leadership - SO's geographic positioning in the fast-growing Southeast provides a durable foundation for revenue growth, contrasting with the slower-growing regions served by its peers [10] - The company is a respected advocate for new nuclear energy development, positioning itself at the forefront of national energy policy discussions [11] Group 4: Financial Management - SO has proactively addressed its equity needs, raising $3 billion in equity to support its growth strategy and protect credit ratings [7][12] - The company aims to improve its funds from operations to debt ratio to approximately 17% by the end of the forecast horizon [12] Group 5: Market Risks - The ambitious $76 billion capital plan introduces execution risks, including potential cost overruns and delays, which are less prevalent in the more measured investment strategies of its peers [13] - Heavy reliance on continued demand from data centers and exposure to volatile natural gas markets could impact profitability and credit metrics [14][15][18]