Group 1 - Comstock Inc. will participate as a Silver Sponsor at the 51st Annual New Orleans Investment Conference from November 2-5, 2025, with CFO Judd B. Merrill presenting on November 3rd [1] - The New Orleans Investment Conference is a prominent event that gathers successful analysts, newsletter writers, and investors to explore major asset classes, including equities [2][3] - The conference has a rich history of featuring notable speakers, including former political leaders and economists, which adds to its prestige [4] Group 2 - This year's speaker lineup includes influential figures such as Robert Kiyosaki, Peter Schiff, and Mary Katharine Ham, indicating a diverse range of insights and expertise [5][6] - Comstock Inc. focuses on innovating and commercializing technologies for clean energy systems, particularly through the extraction and conversion of under-utilized natural resources into reusable metals [7]

Core Insights - Stardust Solar Energy Inc. reported record quarterly results for Q3 2025, achieving its first-ever EBITDA-positive quarter with revenue of $1.78 million, a 99% increase year-over-year [1][5] - The company secured $2.55 million in new signed contracts during Q3, marking a 206% increase year-over-year, which increased the total backlog to $4.4 million [1][5] Q3 2025 Highlights - Revenue reached $1.78 million, the strongest quarter in the company's history, with a gross margin of 44%, up from 31% in Q3 2024 [5] - The company achieved its first-ever EBITDA of $16,293, with a net loss narrowed to $25,000, significantly improved from a net loss of $475,000 in Q2 2025 [5] - Operating expenses increased by 14% year-over-year to $812,628, attributed to higher costs related to advertising, promotion, and compliance [5] Year-to-Date and Trailing Twelve-Month Growth - For the nine months ended September 30, 2025, revenue totaled $3.99 million, a 40% increase from $2.85 million in the prior-year period [5] - The trailing twelve-month revenue was approximately $4.8 million, reflecting a 32% increase from around $3.6 million in the comparable prior-12-month period [5] Management Commentary - The CEO emphasized that Q3 results demonstrate the company's scalable model and progress towards consistent profitability, with a focus on converting backlog into revenue and managing working capital effectively [3] Outlook - The company plans to continue expanding its franchise and direct product sales across Canada, the U.S., and internationally through 2026, with an emphasis on working-capital optimization and supply-chain efficiency [4]

If you want to know where America's energy future lies, just follow the money, which is increasingly headed to clean alternative power, says @Matthew_Winkler (via @opinion) https://t.co/ocMDVwoF75 ...

Core Insights - DMG Blockchain Solutions Inc. has signed a second Memorandum of Understanding (MOU) with Malahat Nation's Economic Development Corporation to establish the Malahat-DMG Utility Limited Partnership, which aims to create a regulated utility for providing electricity and natural gas to clean technology and digital infrastructure projects on Malahat lands [1][2][3] Partnership Development - The new MOU builds on a previous agreement from 2024, which outlined plans to develop 30 megawatts of AI data centers, marking the first Indigenous-led AI data centers in Canada [2] - The partnership will involve joint development and operation of energy infrastructure, including substation upgrades and utility interconnections, to ensure stable and sustainable power for AI computing and renewable energy projects [3] Economic and Cultural Impact - The collaboration aims to empower Indigenous energy sovereignty, combining Malahat Nation's economic development leadership with DMG's expertise in power infrastructure and data center design [4] - The initiative is expected to create long-term job opportunities, training programs, and cultural investments for Malahat members, fostering a new era of Indigenous-owned clean energy systems [4][5] Leadership Statements - Malahat Nation's Chief emphasized that the partnership is about sovereignty and aligning growth with environmental values [5] - DMG's CEO expressed honor in collaborating with Malahat Nation to create a Canadian Indigenous-led regulated utility, highlighting the integration of clean energy generation and digital infrastructure [5] Stock Options and RSUs - DMG has granted stock options and restricted stock units (RSUs) to employees and directors, totaling 188,170 stock options and 1,250,000 RSUs, aimed at aligning long-term performance with the company's growth [6]

Core Insights - The iShares Global Clean Energy ETF (ICLN) provides investors with exposure to international stocks in the renewable energy sector, with over one-third of its $1.8 billion asset base invested in U.S. equities [2][3] - The fund has been operational since June 2008 and has faced challenges in recovering its original share price due to poor timing of its launch [4][22] - ICLN has a semi-annual dividend yield of approximately 1.5%, with a five-year average dividend growth rate of around 13.6% [5][39] Fund Composition - ICLN targets diverse themes in clean energy, including biofuels, geothermal energy, and fuel cells, alongside more recognized sources like solar, wind, and hydroelectric energy [6][7] - The fund's strategic objective is to track the S&P Global Clean Energy Transition Index, focusing on companies transitioning to more sustainable energy production [8][9] Performance Metrics - The fund has experienced a significant turnover rate of 40% annually, reflecting the dynamic nature of the energy sector as it shifts from conventional to renewable sources [18][19] - ICLN has shown a wide tracking error against its benchmark index, with a one-year rate of 17%, indicating potential volatility in performance [19] Market Trends - Global investments in renewable energy projects are nearing $2 trillion annually, almost double the combined spending on new oil, gas, and coal supply [7] - The ETF is positioned to benefit from a global policy shift towards renewables, with significant investments in regions like Europe, North America, and Asia [30][31][32] Investment Suitability - ICLN may appeal to dividend growth investors due to its strong dividend growth rate, despite a lower current yield [39] - Value investors might find the fund attractive given its price-to-book ratio of 2x and trailing P/E of under 16x, indicating potential undervaluation compared to broader indexes [40][41]

Industry Overview - The AI-powered data center industry is experiencing significant growth, with global infrastructure capex projected to reach approximately $7 trillion by 2030 [1] - The demand for electricity from data centers is driving interest in nuclear energy as a cleaner energy source to meet rising global electricity needs [2] Nuclear Energy Sector - President Trump's executive orders aim to modernize the nuclear sector, targeting an increase in U.S. nuclear capacity from about 100 gigawatts (GW) in 2024 to 400 GW by 2050 [3] - The demand for electric utilities with access to nuclear power is increasing due to the electricity requirements of data centers [4] Company Highlights Dominion Energy Inc. (D) - Dominion Energy is enhancing its electric and natural gas infrastructure, aiming for carbon neutrality by 2050 and working on Small Modular Reactors (SMR) [7][8] - The company has an expected revenue growth rate of 7.6% and earnings growth rate of 22.7% for the current year [9] Duke Energy Corp. (DUK) - Duke Energy plans to invest $87 billion from 2025 to 2029 to strengthen its grid and expand its renewable energy portfolio [10] - The company serves approximately 8.4 million customers and operates 1,500 MW of solar energy in Florida [11][12] - Expected revenue growth rate is 4.6% and earnings growth rate is 7.3% for the current year [12] Ameren Corp. (AEE) - Ameren is investing up to $26.3 billion from 2025 to 2029 to enhance its operations and aims to add 3,200 MW of renewables by 2030 [13][15] - The company has an expected revenue growth rate of 16.2% and earnings growth rate of 7.3% for the current year [16] Entergy Corp. (ETR) - Entergy plans to invest $40 billion from 2025 to 2028 to upgrade infrastructure and support renewable expansion, targeting an earnings CAGR of over 8% [17] - The company generates 27% of its power from nuclear sources and aims to add 275 MW of nuclear power through upgrades [18][19] - Expected revenue growth rate is 5.4% and earnings growth rate is 6.9% for the current year [20] PG&E Corp. (PCG) - PG&E operates California's only nuclear power plant, Diablo Canyon, and is integrating AI technology to enhance operational efficiency [21][23] - The company has an expected revenue growth rate of 6.7% and earnings growth rate of 10.3% for the current year [24]

Core Insights - Energy Plug Technologies Corp. has achieved its second sale in the U.S., indicating significant progress in its expansion into the U.S. energy storage market [1] - The company is delivering a 209-kilowatt-hour Energy Storage System to a client in the Southeastern U.S. for on-site construction operations, replacing conventional diesel generators [2] - The deployment of the Energy Storage System is driven by increasing demand for clean energy solutions, offering sustainability benefits, measurable savings, and enhanced operational control [3] Company Overview - Energy Plug Technologies develops and integrates advanced battery energy storage systems aimed at providing cleaner and more resilient energy solutions for utilities, industries, and communities globally [4] Key Benefits of Energy Storage System - The Energy Storage System will lead to significant reductions in fuel consumption and operating costs [8] - It will lower greenhouse gas emissions and produce minimal noise output [8] - The system provides reliable and stable power for demanding applications, with reduced maintenance requirements and a longer equipment lifespan [8]

Core Insights - Foremost Clean Energy Ltd. has appointed Peter Espig to its Board of Directors, effective immediately, bringing valuable experience in guiding resource companies through development stages to production [1][2] - The company has also appointed Harpreet Bajaj as corporate secretary, enhancing its compliance and governance capabilities [3] Leadership Appointments - Peter Espig is recognized as one of Industry Era's "Top 10 Admired Leaders of 2023" and has a proven track record, having led Nicola Mining Inc. out of creditor protection and increased its market capitalization over thirty-fold during his 12 years of leadership [2] - Harpreet Bajaj has over 17 years of experience in investment banking, regulatory compliance, and corporate governance, which will contribute to the company's operational excellence [3] Strategic Initiatives - The appointments of Espig and Bajaj are seen as strategic moves to strengthen the company's capabilities as it advances its clean energy and critical mineral projects [2] - Espig highlighted the potential of Foremost's uranium and lithium assets, emphasizing their importance to the Canadian economy and the clean energy sector [2] Equity Compensation - In connection with the new appointments, the company has granted 15,618 restricted share units (RSUs) in accordance with its Stock Incentive Plan, which is compliant with CSE and NASDAQ policies [4] Company Overview - Foremost Clean Energy Ltd. is a growing North American uranium and lithium exploration company, holding an option to earn up to 70% interest in 10 uranium properties in the Athabasca Basin, covering over 330,000 acres [5] - The company also has a portfolio of lithium projects across more than 55,000 acres in Manitoba and Quebec, positioning itself for growth in the clean energy market [6]

Industry Overview - The utility sector has outperformed the broader market, gaining over 18% since the beginning of 2025, following a 19% rally last year, resulting in nearly $500 billion in value increase over two years [2] - The Energy Information Administration projects U.S. power demand to grow to 4,191 billion kilowatt-hours in 2025 and 4,305 billion kWh in 2026, up from a record 4,097 billion kWh in 2024 [1] Capital Investments - The utility sector is expected to invest $1.1 trillion in capital expenditures through 2029 to meet the increasing demand driven by new data centers and rising energy needs [3] Dividend Stocks - The article lists the best utility dividend stocks, focusing on those with an annual dividend yield of at least 3% as of October 22, 2025, and those with significant hedge fund interest [6] Company Highlights - **Brookfield Renewable Corporation (NYSE:BEPC)**: - Dividend yield of 3.81% as of October 22, 2025, with a diversified portfolio in renewable energy [8] - Forecasts over 10% annual FFO per share growth through 2030 and aims to increase cash distributions by 5% to 9% annually [11] - **Dominion Energy, Inc. (NYSE:D)**: - Dividend yield of 4.38% as of October 22, 2025, providing regulated electricity to 3.6 million customers [12] - Plans to invest over $50 billion through 2029 to support expanding power demand, with an expected EPS growth of 5% to 7% annually [13] - Coastal Virginia Offshore Wind project is on track to deliver first power in early 2026 [14] - **OGE Energy Corp. (NYSE:OGE)**: - Dividend yield of 3.66% as of October 22, 2025, with a focus on expanding capacity by approximately 550 MW [16] - Recently received a price target increase from Jefferies, reflecting positive expectations for the upcoming quarter [17]

Core Insights - The article emphasizes the investment opportunities in the Clean Energy economy, particularly focusing on nuclear energy as a key area for growth [1]. Group 1: Company and Industry Overview - The investment group Green Growth Giants is led by Manika Premsingh, a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [2]. - The subscription service offers access to a Nuclear Energy Portfolio and regular updates on portfolio stocks, highlighting the potential for high performance in this sector [1]. Group 2: Market Positioning - The coverage includes rare stocks within the nuclear energy sector and rankings of ETFs based on proprietary methodologies, indicating a comprehensive approach to identifying investment opportunities [1].