Core Viewpoint - PowerBank Corporation has secured a revolving credit facility of up to $8 million from NY Green Bank to fund interconnection deposits for an initial portfolio of 50 MW of distributed solar power and battery energy storage projects in New York State [2][4]. Company Overview - PowerBank Corporation is a North American renewable energy developer and independent power producer, focusing on distributed solar and Battery Energy Storage System (BESS) projects across Canada and the United States [5]. - The company has developed and constructed renewable energy projects exceeding 100 megawatts of combined capacity and maintains a robust development pipeline of over one gigawatt of potential future projects [6]. Loan Agreement Details - The loan agreement with NY Green Bank is for a revolving credit facility with an initial principal amount of up to $8 million, which may be increased to $12 million at NYGB's discretion [8]. - The funds will be used to pay interconnection deposits required by utilities for the connection of solar power and battery energy storage projects, which are refundable if the projects do not reach commercial operation [7][8]. Strategic Importance - The financing from NY Green Bank is seen as an excellent opportunity for PowerBank, reflecting its established track record in New York State and strong relationship with NYSERDA [4]. - The loan provides a key source of capital that allows PowerBank to execute its development pipeline and redeploy proceeds to additional projects as they reach commercial operation [4].

Core Insights - Centrus Energy (LEU) and NexGen Energy (NXE) are positioned to significantly contribute to the global nuclear energy supply chain [1] Company Overview - Centrus Energy, based in Bethesda, MD, has a market capitalization of $4.7 billion and supplies nuclear fuel components internationally [2] - NexGen Energy, located in Vancouver, Canada, is valued at $6.2 billion and is developing the Rook I Project, expected to be the largest low-cost uranium-producing mine globally [2] Market Conditions - Uranium prices have recently rebounded to around $80 per pound due to renewed buying from major funds and expanding nuclear ambitions [3] - The long-term outlook for uranium remains favorable, driven by rising electricity demand and the transition to clean energy [4] Centrus Energy Analysis - Centrus Energy's revenues for Q3 2025 reached $75 million, a 30% increase year-over-year, with the Low-Enriched Uranium segment contributing $44.8 million [7] - The company reported an operating loss of $16.6 million but achieved a net income of $3.9 million due to tax benefits and higher investment income [8] - Centrus has a $3.9 billion revenue backlog from long-term contracts with major utilities through 2040 [9] - The company is the only licensed U.S. producer of High-Assay, Low-Enriched Uranium (HALEU) and plans to expand its enrichment plant in Piketon, OH [10][11] NexGen Energy Analysis - NexGen Energy's Rook I Project covers approximately 35,065 hectares and aims to produce up to 30 million pounds of uranium annually at a low cost of C$13.86 [12][13] - The Arrow Deposit within the Rook I Project has measured resources of 3.75 million tons at a grade of 3.10%, containing 257 million pounds of uranium [14] - NexGen has secured contracts to supply 1 million pounds of uranium annually from 2029 to 2033, providing financial stability [15] - As a development-stage company, NexGen reported an adjusted loss of three cents per share in Q3 2025 [16] Earnings Estimates - Centrus Energy's earnings estimate for 2025 is $4.66 per share, reflecting a 4.2% year-over-year growth, while the 2026 estimate is $3.85 per share, indicating a decline of 17.2% [18] - NexGen Energy's earnings estimate for 2025 is a loss of 35 cents per share, wider than the previous year's loss, with a similar loss projected for 2026 [19] Price Performance & Valuation - Centrus Energy shares have increased by 273.8% over the past year, while NexGen Energy shares have risen by 36.4% [21] - Centrus Energy trades at a forward price-to-book multiple of 12.94X, compared to NexGen Energy's 9.24X [23] Investment Outlook - Centrus Energy is better positioned in the near to medium term due to its unique status as the only licensed HALEU producer in the U.S. and its substantial backlog [24] - NexGen Energy, while having strong margin potential, remains in the development phase and continues to incur losses [25]

All right, welcome back. Let's do some calls of the day. First solar is called a top pick today at Mizuo.Joe, you own the stock. What do you think. >> I do.Look at that reversal in the stock today. It's now down 6%. It was up this morning.Up yesterday. Yesterday was up on the back of the deal that was announced between Alphabet and Intersect Power. Understand Intersect is a customer of First Solar, so they should benefit there um as Alphabet moves into clean energy.It's a recent addition to the ETF for us. ...

Core Insights - The Smart Electric Power Alliance (SEPA) has reappointed three board members, effective January 1, 2026, to support its mission during a critical period for the U.S. clean energy transition [1][2][3] Group 1: Board Reappointments - Jeff Guldner, former CEO of Pinnacle West Capital Corporation, and Bryan Hannegan, president and CEO of Holy Cross Energy, will each serve a second consecutive three-year term after joining the Board in 2022 [1] - Paul Lau, CEO and general manager of the Sacramento Municipal Utility District, has been re-elected for an additional one-year term, extending his 11-year tenure on the Board [1] Group 2: Expertise and Contributions - The board members bring diverse expertise: Paul Lau has extensive public power leadership and grid operations experience, Jeff Guldner has guided large investor-owned utilities through growth and transformation, and Bryan Hannegan has a strong background in grid modernization and energy systems innovation [3] - Their collective insight is expected to enhance SEPA's ability to support its members and navigate the evolving energy landscape [3] Group 3: SEPA's Mission and Membership - SEPA aims to accelerate the transition to a clean, affordable, and resilient electricity system, engaging over 1,000 members, including utilities, policymakers, regulators, and technology companies [4] - The organization focuses on education, collaboration, and applied research to advance innovative solutions in the energy sector [4]

Key Takeaways EXC focuses on regulated transmission and distribution, with decoupled revenues supporting stable earnings.DUK is expanding renewables and investing heavily to retire coal and support long-term clean energy goals.Both utilities are boosting capital spending to strengthen grids and support renewable energy growth.Utility service providers benefit from several positive factors, including increased electricity tariffs, accretive acquisitions, cost reductions, and the deployment of energy-efficien ...

My grandmother was born into poverty. Her parents could not afford for her to finish her schooling. And so at the age of 16, she was married off to a businessman, a man 10 years her senior whom she had never met who lived in a city far away.She went on to have six children, and she was determined that her children would not suffer her same fate. My aunt became a doctor and later a medical professor. My other aunt became an engineer.But for 650 million girls today, a century later, they do suffer my grandmot ...

DALLAS--(BUSINESS WIRE)--LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF | FSE: I2D) ("LibertyStream†or the "Company†) is pleased to announce an operations update from its field activities in the Permian Basin, Texas, and to welcome Mr. Jack Crancer to its management team. Building on the significant milestones achieved in 2025 and strengthened by key leadership additions, LibertyStream aims to leverage its strategic position to become the first company in North America to advance dir ...

Athabasca Basin 1200 metre Drill Program Planned for First Quarter 2026VANCOUVER, British Columbia, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Refined Energy Corp. (CSE: RUU; OTC: RRUUF; FRA: CWA0) (“Refined” or the “Company”) is pleased to announce that the drill program proposal from Eagle Plains Resources Ltd. (“Eagle Plains”) has been approved. Refined has made the initial payment and contractors are in the process of being secured for the program. As described in the news release on December 8, 2025, the progra ...

DALLAS--(BUSINESS WIRE)--LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF | FSE: I2D) ("LibertyStream†or the "Company†) is pleased to announce that, further to its press release dated December 11, 2025, the Company has closed the second and final tranche of its previously announced private placement of units (the "Units†) of the Company (the "Offering†) for aggregate gross proceeds of $1,089,999.95 through the issuance of 13,701,691 Units at a price of $0.65 per Unit. Total gross p ...

New York, NY, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Invest Green Acquisition Corporation (Nasdaq: IGACU) (the “Company”) today announced that, commencing on December 22, 2025, holders of the units (the “Units”) sold in the Company’s initial public offering may elect to separately trade the Company’s Class A ordinary shares (the “Ordinary Shares”) and rights (the “Rights”) included in the Units. The Ordinary Shares and Rights received from the separated Units will trade on the Nasdaq Global Market (“Nasdaq”) und ...