Heron Power, backed by Andreessen Horowitz and Breakthrough Energy, is scaling up production of solid-state transformers that more efficiently move power from renewable energy systems to the grid.Learn more: https://t.co/eduiYtwaG1 (Photo: Getty Images) https://t.co/1mE2NXzxvz ...

Company Overview - ReVolve Renewable Power Corp. is a reliable provider of renewable energy solutions for businesses and utilities in Canada, the US, and Mexico [2][4] - The company offers cost-effective and sustainable energy sources through solar, wind, and hybrid technologies [2][4] - ReVolve operates run-of-river, wind, and solar projects with a total capacity of 13 megawatts and has a development portfolio exceeding 3,000 megawatts [2][4] Listing Information - The common shares of ReVolve Renewable Power Corp. have been approved for listing on the Canadian Securities Exchange (CSE) [1][3] - The listing date is set for February 19, 2026, with documents available on the CSE website [1][3] - The company has issued and outstanding 83,835,973 common shares, with an additional 28,217,226 shares reserved for issuance [5] Market Context - As traditional fossil fuel-based power sources face rising costs and environmental penalties, renewable energy is becoming a financially smart choice for companies and utilities [2][4]

Core Insights - Microsoft has committed to purchasing enough renewable energy to match all its electricity needs, achieving this goal for the first time last year by contracting 40 gigawatts of new renewable energy supply [1][1][1] - The company aims to maintain this 100% renewable energy target during its expansion of AI-driven data centers, with plans to invest $50 billion by 2030 to support AI initiatives in the Global South [1][1][1] Renewable Energy Commitment - Microsoft has successfully contracted 40 gigawatts of renewable energy, with 19 gigawatts already supplied to the power grid [1][1] - The renewable energy contracts span 26 countries, and the remaining supply is expected to be delivered over the next five years [1][1] - The company’s cloud operations chief emphasized the importance of maintaining a 100% renewable energy target as the company grows [1][1] AI Expansion and Investment - Microsoft plans to invest $50 billion by 2030 to expand AI capabilities, particularly in countries across the Global South, primarily funding cloud and AI data centers [1][1] - The recent lifting of a moratorium on data center grid connections in Ireland is expected to help Microsoft meet significant demand for data centers in the region [1][1] - The company anticipates moving forward with previously stalled data center proposals outside Dublin, contingent on new regulatory policies [1][1]

Core Insights - Upstart's shares have significantly declined from over $80 to the $30 range in recent months, indicating a challenging market environment for the company [1] Company Overview - Upstart is a technology-based growth stock that has faced a rough period, particularly since last summer, with a notable drop in share price [1] Investment Perspective - The focus is on identifying under-evaluated investment opportunities in small or micro-cap companies, particularly in technology sectors such as renewable energy and new mobility [1]

Core Viewpoint - The company reported strong financial performance driven by a significant increase in gold prices, which rose 43% year-over-year, positively impacting revenue and cash flow generation [1][6]. Financial Performance - Revenue increased approximately 33% to just over ZAR 5 billion, while free cash flow surged 149% to ZAR 791 million, and operating profit rose 72% to ZAR 2.7 billion [6]. - Headline earnings per share nearly doubled from ZAR 1.12 to ZAR 2.23, reflecting improved profitability [13]. - An interim cash dividend of ZAR 0.50 per share was declared, marking the nineteenth consecutive year of dividend payments [2][6]. Production and Operations - The company produced 2.3 tons of gold in the half-year, with throughput at 12.5 million tons, aligning with Vision 2028 targets of 3 million tons per month [7]. - Consolidated group output fell 9% in kilograms for the six months but was 3% higher than the second half of FY2025 [9]. - The company faced challenges in production due to weather interruptions, power outages, and a strategic decision to limit deposition tonnage [8]. Cost Management and Margins - The all-in sustaining margin was reported at 48%, with an operating margin of 54% for the period [11]. - Cash operating costs at Ergo rose only 2% to ZAR 1.9 billion, despite inflationary pressures on reagents and consumables [11]. - Electricity costs at Ergo decreased by 23%, contributing to cost containment efforts [11][19]. Vision 2028 and Resource Growth - The company reinvested ZAR 1.6 billion into projects under Vision 2028, with net resource growth reported at approximately 741 million tons and 6.2 million ounces [5][15]. - Major capital projects are on track, with commissioning expected in Q1 2027 for several initiatives [17]. Sustainability Initiatives - Renewable energy initiatives have reduced grid electricity use by about 28%, with Ergo's usage down 38% [5][18]. - The company's carbon footprint shrank by 93.4%, attributed to reduced reliance on grid power [21]. - Management emphasized sustainability metrics and the importance of renewable energy in future operations [20]. Social Responsibility - The company invested ZAR 25.6 million in socioeconomic development, focusing on sustainable community engagement rather than one-off contributions [22]. Future Outlook - The company aims to maintain production and cost guidance while prioritizing the execution of Vision 2028 and engaging in discussions for potential collaborations [23].

Core Insights - Ameresco has partnered with Bradford Exempted Village School District to implement a rooftop solar project aimed at enhancing energy sustainability and providing long-term cost savings for the district [1] Project Overview - The rooftop solar installation will have a capacity of 304 kW and is expected to generate approximately 365,000 kWh of annual energy savings for the school district [1] - The project is anticipated to offset around 46% of the district's total energy usage and improve costs per kilowatt-hour by an estimated 33% [1] - The initiative will also reduce carbon emissions by approximately 117 metric tons annually [1] Educational Impact - The solar project will create hands-on learning opportunities for students, integrating renewable energy into the educational experience [1] - Ameresco plans to install a solar production dashboard for students to visualize the impact of renewable energy [1] - An educational presentation will be delivered to students to encourage creative thinking around energy innovation [1] Company Background - Ameresco, Inc. is a leading energy infrastructure solutions provider, focused on helping customers reduce costs and enhance resilience while transitioning to net zero [1] - The company has over 1,500 employees and operates in North America and Europe, providing expertise in energy efficiency and renewable energy solutions [1]

Core Insights - The Adani Group has announced a $100 billion investment to establish renewable-energy-powered hyperscale data centers across India by 2035, potentially leading to an additional $150 billion in related investments, creating a projected $250 billion domestic AI infrastructure ecosystem within the next decade [1]. Group 1: Investment and Growth Plans - The roadmap aims to expand AdaniConnex's current 2GW national data center capacity to a target of 5GW, with AdaniConnex being a joint venture between The Adani Group and US-based EdgeConneX [2]. - Partnerships with major firms, including Google for a gigawatt-scale AI data center campus in Visakhapatnam and collaborations with Microsoft in Hyderabad and Pune, are part of the growth strategy [2][3]. Group 2: Infrastructure and Technology - The initiative will integrate renewable power generation, energy transmission infrastructure, and hyperscale computing facilities under a coordinated framework, supporting high-density compute clusters for advanced AI workloads [4]. - A portion of the dedicated compute capacity will be allocated for Indian large language models (LLMs) and national data requirements, backed by robust transmission networks [4]. Group 3: Renewable Energy Strategy - Adani Green Energy's Khavda project is central to the group's energy strategy, with over 10GW currently operational out of a planned 30GW, alongside a commitment of an additional $55 billion investment into renewable energy assets, including battery storage solutions [5]. - The chairman of Adani Group emphasized the expansion into a complete five-layer AI stack focused on India's technological sovereignty [5].

Financial Data and Key Metrics Changes - For the year 2025, the company reported diluted earnings per share of $6.55, a decrease of 9% from the previous year [5][18] - The company ended 2025 with $386 million in cash and a return on equity of 16% [20][22] - The 2026 diluted earnings per share guidance range is set at $5.22-$5.62, with a midpoint indicating a continued above-average return on equity of 12% [23][24] Business Line Data and Key Metrics Changes - Electric segment earnings increased over 7% year-over-year, driven by recovery of increased rate base investments and higher sales volumes [18][19] - Manufacturing segment earnings decreased by 16% year-over-year, primarily due to lower sales volumes and higher SG&A expenses [19] - Plastic segment earnings decreased by 15% year-over-year, largely due to lower average sales prices [20] Market Data and Key Metrics Changes - The company’s electric rates remained 34% below the national average and 19% below regional peers [13] - The residential electric rates are projected to increase between 3% and 4% on a compounded annual growth rate over the current five-year planning period [14] Company Strategy and Development Direction - The company is committed to a customer-focused growth plan, with a five-year capital spending plan totaling $1.9 billion and a projected rate-based compound annual growth rate of 10% [24][25] - The company is pursuing additional investments in renewable generation and battery storage, including a 75 MW battery storage project expected to be operational by 2028 [11][24] - The company aims to maintain its strategic diversification to provide benefits to customers and investors over the long term [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the electric segment's growth, expecting a 14% increase in earnings in 2026 due to higher returns from increased average rate base [21] - The manufacturing segment is anticipated to see a 7% increase in earnings, driven by improved sales outlook [22] - The plastic segment is expected to face challenges, with earnings projected to decrease by 36% in 2026 due to declining average PVC pipe prices [23][27] Other Important Information - The company has a strong balance sheet capable of funding its growth plan without external equity through at least 2030 [20][29] - The company has received approval in Minnesota to add up to 200 megawatts of additional wind generation [25] Q&A Session Summary - There were no questions during the Q&A session, and the call concluded without any inquiries from participants [31][33]

Except for historical information contained here, the statements in this release are forward-looking and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "can," "confident," "could," "estimate," "expect," "future," "goal," "intend," "likely," "may," "optimistic," "opportunity," "outlook," "plan," "possible," "position," "potential," "predict," "probable," "projected," "should," "target," "will," "would" and similar words ...

Google plans to draw on geothermal power from renewable energy company Ormat Technologies to help fuel its fleet of data centers in Nevada https://t.co/2TF7i0GSy4 ...