Core Insights - The utility industry is poised for growth, particularly in nuclear power, as AI and cloud computing drive increased electricity demand in the U.S. [1][4] - Southern Company, with a market capitalization of over $100 billion, is a significant player in the utility sector, providing a range of services including electric and gas utilities, telecommunications, and wholesale energy [2][10]. Nuclear Power Positioning - Southern Company is well-positioned in the nuclear sector, operating eight nuclear units across three plants, including the recently completed Vogtle Units 3 and 4, which are the first new commercial units built in the U.S. in nearly 30 years [6][7]. - The Vogtle Units took approximately 15 years to build and cost over $36 billion, positioning Southern Company advantageously as nuclear demand is expected to rise [7]. Financial Performance and Growth - Southern Company anticipates an 8% annualized load growth through 2029, translating to 5% to 7% annualized long-term earnings-per-share growth [10]. - The company has a strong dividend history, with 24 consecutive annual increases and a current dividend yield of 3.2% [11]. Investment Considerations - The stock's annualized investment returns could reach 8% to 10%, supported by its stable dividend and low beta of 0.38, indicating resilience during market downturns [12]. - Despite a recent stock price increase of about 16% over the past year, the current price-to-earnings ratio of 21 may not represent a bargain, suggesting a more attractive valuation could be around 17 to 18 times earnings [13][14].

Geopolitical Analysis - Europe's only nuclear powers, Macron and Starmer, are finding common ground to address regional issues [1]

TrueJared Isaacman (@rookisaacman):We are doing it wrong..America added 56 GW all of last year, most from solar... China added 93 GW in a month. Just for comparison, the last American nuclear power plant was completed in 2024. It took 11 years to build and cost $35 billion to generate ~1 GW of power. ...

It is not all sunshine and rainbows for these high-flying stocks. In fact, the company did have a project in the works in Idaho for six nuclear power modules, but it was cancelled because of a lack of demand. The Department of Energy (DOE) has funded NuScale Power with $600 million, but it still cannot make its products work economically compared to competing energy-generation sources. It also had a proposed project in Utah that was cancelled because of cost overruns. Investors can't seem to get enough of n ...

Key Takeaways Estimates for CW's 2025 EPS rose 3.7% to $12.61, with revenues projected to grow 8.5% to $3.38 billion. Strong U.S. nuclear aftermarket sales and the Ultra Energy acquisition are boosting CW's momentum. CW's ROE of 18.02% and low debt levels show financial strength versus aerospace defense peers.Curtiss-Wright Corp. (CW) benefits from commercial nuclear aftermarket sales and shareholder-friendly efforts, which have contributed significantly to the company's overall expansion. Given its signi ...

Core Viewpoint - Vistra's stock has seen significant growth over the past year, but recent warnings about the challenges of a nuclear power renaissance in the U.S. may impact future performance [1][4]. Group 1: Stock Performance - Vistra's shares have increased by over 120% in the past year, driven by expectations of rising demand for nuclear power due to AI's energy needs and support from President Trump [3]. - However, shares fell by 4.1% following concerns about the feasibility of the nuclear renaissance plan [1]. Group 2: Nuclear Renaissance Challenges - The target set by President Trump for the Nuclear Regulatory Commission to approve reactor design applications within 18 months is considered aggressive and potentially unrealistic, as typical approval times can extend to five years [4]. - The Journal suggests that any growth in nuclear power supply may come from extending licenses of existing reactors or restarting closed reactors, rather than new constructions [4]. Group 3: Financial Outlook - Analysts project strong earnings growth for Vistra, forecasting over 20% annual growth, which could justify the stock's current valuation of 27.5 times earnings [5]. - Vistra's stock appears approximately 20% cheaper when assessed on free cash flow (FCF) compared to GAAP earnings, with a valuation of 23 times FCF and a modest dividend yield of 0.5% [6].

Building nuclear power plants is hard. Europe needs to relearn, and fast (via @opinion) https://t.co/HYwBJFp43V ...

June 23, 2025 05:03 AM GMT Investor Presentation - Energy & Utilities | Japan Japan Summer School: Japan Energy Policy and Powering AI M Foundation Morgan Stanley MUFG Securities Co., Ltd.+ Reiji Ogino Equity Analyst Reiji.Ogino@morganstanleymufg.com +81 3 6836-8930 Energy & Utilities Japan Industry View In-Line 2 Foundation Foundation M The Future of Energy in Japan Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that th ...

Investor Presentation May 2025 Forward-Looking Statements Disclaimer: Our commentary and responses to your questions may contain forward-looking statements, including our financial projections, within the meaning of Section 21E of the Securities Exchange Act of 1934. Centrus undertakes no obligation to update any such statement to reflect later developments. Factors that could cause actual results to vary materially from those discussed today include risks related to: the refusal or inability of Russian gov ...

But the bottom line is that nuclear and its stocks are having a big big moment. Let's talk about how long that may last with Mark Nelson. He's the founder and managing director of Radiant Energy Group.He was on the nuclear story. Mark before it was even cool again. So, we're glad that you're back on the program.Listen, um you're not a markets guy. We do the market stuff. Nuclear is having a moment.A lot of these stocks are soaring. What is the real state of nuclear in America right now. Well, from the publi ...