We came across a bullish thesis on The AES Corporation on Value investing subreddit by RMOONU. In this article, we will summarize the bulls’ thesis on AES. The AES Corporation's share was trading at $14.06 as of November 28th. AES’s trailing and forward P/E were 9.25 and 6.09 respectively according to Yahoo Finance. NexGen (NXE) Ends Losing Streak as US Govt Urges Uranium Expansion ermess/Shutterstock.com The AES Corporation, together with its subsidiaries, operates as a power generation and utility com ...

Core Insights - The Southern Company Endowed Professorships in Sustainability awarded $500,000 in matching grants to four historically Black colleges and universities (HBCUs), totaling $3 million awarded to six HBCUs since the initiative's inception [1][5] Group 1: Initiative Overview - The Historically Black Colleges and Universities Sustainable Communities Initiative (HBCU SCI) is funded by the Southern Company Foundation and aims to empower HBCU students in sustainability [2][6] - The initiative is a collaboration among INROADS, UNCF, and the Thurgood Marshall College Fund (TMCF) [2] Group 2: Grant Utilization - Hampton University will enhance its Center for Atmospheric Sciences to tackle global issues like air quality and climate change [4] - Morehouse College plans to expand its Center for Sustainability and Innovation and introduce a Sustainability minor [4] - Tennessee State University will initiate a new sustainability program, including a certificate program and a minor [4] - Virginia State University will focus on AI-driven agricultural research and climate-smart solutions [5] Group 3: Broader Impact - HBCU SCI has provided various support mechanisms such as paid internships, scholarships, mentoring, research fellowships, and career coaching to students across multiple states [5]

Core Insights - DevvStream Corp. and Southern Energy Renewables Inc. are collaborating on a project in Louisiana to produce green methanol and carbon-negative sustainable aviation fuel (SAF) using regional wood-waste biomass [1] Company Overview - DevvStream Corp. is identified as a leading firm in carbon management and environmental-asset monetization [1] - Southern Energy Renewables Inc. is a U.S.-based producer focused on low-cost fuels derived from biomass [1] Project Details - The Louisiana project aims to utilize local wood-waste biomass for large-scale production of green methanol and SAF [1]

Core Insights - Alabama Power, a subsidiary of The Southern Company, has committed to maintaining steady customer rates through 2027 to provide certainty amid rising living costs [1][9] - The company will delay cost adjustments for the Lindsay Hill generation facility until 2028 and absorb these costs in 2027, reflecting its commitment to affordability while investing in infrastructure [2][9] - Alabama Power offers various tools and assistance programs to help customers manage their monthly bills, despite potential variations based on electricity usage [3][9] Company Overview - The Southern Company operates in the generation, transmission, and distribution of electricity, serving approximately 9 million customers through its seven electric and natural gas distribution units [4] - The company currently holds a Zacks Rank of 3 (Hold) [4] Investment Opportunities - Investors may consider other utility stocks with better rankings, such as Alliant Energy Corporation (LNT), Ameren Corporation (AEE), and Dominion Energy, Inc. (D), which currently hold Zacks Rank 2 (Buy) [5] - Alliant Energy serves 1 million electric and 430,000 natural gas customers, with a projected 5.9% year-over-year earnings growth for 2025 [6] - Ameren Corporation provides electricity and natural gas in Missouri and Illinois, with a projected 7.6% year-over-year earnings growth for 2025 [7] - Dominion Energy is involved in regulated and non-regulated electricity distribution, with a projected 22.7% year-over-year earnings growth for 2025 [8]

Core Insights - DevvStream Corp and Southern Energy Renewables Inc have entered into a definitive agreement to combine under a new U.S.-domiciled, Nasdaq-listed company, focusing on producing carbon-negative sustainable aviation fuel (SAF) and green methanol at scale [1] - The new company aims to support aviation and maritime operators in meeting global decarbonization mandates by creating an integrated clean fuels platform in Louisiana [1] - The merger is expected to transition DevvStream from a microcap services profile to a financeable, industrial fuels and credits business with long-duration revenue potential [1] Company Overview - DevvStream Corp specializes in carbon management and environmental-asset monetization, focusing on the development, investment, and sale of environmental assets worldwide, including carbon credits and renewable energy certificates [2] - Southern Energy Renewables Inc is a U.S.-based developer of clean fuels, chemicals, and products, concentrating on large-scale biomass-to-fuels projects that produce carbon-negative SAF and green methanol [3] Business Combination Highlights - Upon closing, Southern equity holders are expected to own approximately 70% of the combined company, while DevvStream shareholders will own about 30% [1] - Southern has committed to an initial investment of approximately $2.0 million in DevvStream at $15.58 per share [1] - The proposed combination is subject to shareholder approvals, Nasdaq and other regulatory approvals, and customary closing conditions [1]

Core Points - Alabama Power commits to maintaining customer rates steady through 2027, providing predictability amid rising costs for households and businesses [1] - The company will absorb costs from the newly acquired Lindsay Hill generation facility in 2027, delaying previously approved rate adjustments until 2028 [1] - Since 2017, Alabama Power has reduced operating expenses by approximately $100 million despite rising equipment costs [1] Rate Stability and Customer Support - All components of Alabama Power's regulated retail rates will not increase through 2027, although individual bills may vary based on electricity usage [1] - The company offers various tools and assistance programs, including Bill Explainer, Rate Advisor, Energy Assistant, and Budget Billing, to help customers manage their bills [1] Company Overview - Alabama Power, a subsidiary of Southern Company, serves 1.5 million customers across Alabama [2]

Vancouver, British Columbia--(Newsfile Corp. - December 1, 2025) - Southern Silver Exploration Corp. (TSXV: SSV) (the "Company" or "Southern Silver") reports today that rush assays from initial drilling on the recently acquired Puro Corazon claim have returned near surface Bonanza-grade silver mineralization from thick, semi-massive to massive-sulphide replacements in a hanging-wall lens outside of the main skarn target. The highlight assays were returned from hole 25CLM-203 and include:10.5 metre interval ...

Core Insights - Fusion Fuel Green PLC's subsidiary, Bright Hydrogen Solutions Ltd, has signed a definitive contract for a green hydrogen project in southern Europe, marking a significant step in the company's expansion in the hydrogen sector [1][4] - The contract is valued at approximately €1.7 million and involves the delivery of an electrolyzer system and hydrogen refueling station for a large construction company, supporting the region's clean mobility and renewable energy initiatives [2][3] - Engineering work has commenced, with key equipment production underway, and the facility is expected to be completed, installed, and commissioned in 2026, contributing to the hydrogen ecosystem in the region [3][4] Company Overview - Fusion Fuel Green PLC is an emerging leader in the energy services sector, providing a comprehensive suite of energy supply, distribution, and engineering solutions through its subsidiaries, including BrightHy Solutions and BioSteam Energy [4][5] - BrightHy Solutions focuses on hydrogen production through electrolysis, offering engineering and advisory services across the hydrogen production value chain, emphasizing safety, reliability, and efficiency [5]

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]