Industry Overview - The Zacks Utility - Electric Power industry presents a strong long-term investment case due to its regulated structure, which ensures predictable cash flows and stable returns [1] - Utilities are focusing on domestic growth through infrastructure upgrades, grid modernization, and reliability improvements, making the sector appealing for income-oriented and defensive investors [1] Transition to Cleaner Energy - The utility industry is undergoing a significant transition towards cleaner energy sources, with utilities reducing emissions by retiring coal facilities and investing in renewable generation [2] - Nuclear power is regaining importance as a reliable, carbon-free baseload resource that complements intermittent renewables [2] Company Comparisons - Vistra Corp. (VST) and The Southern Company (SO) are key players in the U.S. electric utility sector, both actively investing in renewable energy [2] - Vistra's acquisition of Energy Harbor in 2023 has expanded its nuclear portfolio and led to the establishment of Vistra Vision, focusing on zero-carbon generation [3] - The Southern Company maintains steady earnings and consistent dividend growth through its regulated utility businesses and investments in cleaner power sources [4] Earnings Growth Projections - The Zacks Consensus Estimate for Vistra's earnings per share in 2025 and 2026 has increased by 1.18% and 0.71%, respectively, with long-term growth projected at 11.67% [6] - The Southern Company's earnings per share estimates for 2025 and 2026 have remained unchanged, with long-term growth projected at 7.23% [8] Return on Equity - Vistra's return on equity (ROE) is 64.04%, significantly higher than The Southern Company's 12.52% and the industry's average of 9.64% [9] Sales Estimates - Vistra's sales estimates for 2025 and 2026 reflect year-over-year growth of 18.01% and 29.81%, while The Southern Company's estimates show growth of 8.73% and 4.87%, respectively [12] Debt to Capital - Vistra's debt-to-capital ratio is 75.38%, compared to The Southern Company's 65.34%, with both companies utilizing higher debt levels to fund operations [14] Valuation - Vistra is trading at a premium with a Price/Earnings Forward 12-month ratio of 20.93X, while The Southern Company is at 19.55X, compared to the industry's 15.27X [15] Price Performance - Over the past six months, Vistra's shares have increased by 10.7%, while The Southern Company's shares have declined by 0.6% [16] Conclusion - Both Vistra and The Southern Company are focused on enhancing their infrastructure and increasing clean electricity generation assets, with Vistra currently having a slight advantage due to stronger sales and earnings estimates, better ROE, and healthier price movement [19]

Vancouver, British Columbia--(Newsfile Corp. - November 25, 2025) - Nexus Uranium Corp. (CSE: NEXU) (OTCQB: GIDMF) (FRA: 3H1) ("Nexus" or the "Company") is pleased to announce it has become a member of the South Dakota Mineral Industries Association ("SDMIA"), the unified voice for the mineral industries in South Dakota.The membership aligns with Nexus's expanding uranium exploration activities in South Dakota, where the Company controls two strategic uranium projects. These projects position Nexus as a si ...

Key Takeaways D and NEE are investing heavily in infrastructure and renewables to provide clean electricity.D's earnings estimates have inched higher, and its dividend yield exceeds that of NEE.D trades at a lower forward P/E and outperformed NEE's shares over the past month.Dominion Energy (D) and NextEra Energy (NEE) are among the top-tier utility companies in the United States. Both companies are investing heavily to upgrade their infrastructure and expand their renewable energy portfolios. NextEra Energ ...

Key Takeaways Renewables and pipeline segments show powerful momentum, supported by record backlog and midstream spending.Project delays, cost pressures and Power Delivery weakness are weighing on near-term sentiment.Earnings estimates are rising, but MTZ's premium valuation makes patience key for new investors.MasTec, Inc. (MTZ) trended downward 7.9% since reporting its third-quarter 2025 financial results on Oct. 30, underperforming the Zacks Building Products - Heavy Construction industry and the S&P 500 ...

Constellation Announces Key Senior Leadership Changes Ahead of Calpine Deal Closing Share BALTIMORE--(BUSINESS WIRE)--Constellation announced today a series of senior leadership appointments as the company prepares to complete its transaction with Calpine. The leadership changes take effect upon completion of Constellation's deal with Calpine, which is expected to close in the fourth quarter of 2025, subject to clearance by the Department of Justice and other customary closing conditions. Kathleen Barrón to ...

Vancouver, BC, Nov. 17, 2025 (GLOBE NEWSWIRE) -- First American Uranium Inc. (CSE: NIOB) (FSE: IOR) (OTCQB: NIOMF) (“First American”, or the “Company”) is pleased to announce, further to its news release of November 3, 2025, it will change its name to “North American Niobium and Critical Minerals Corp.” effective November 20, 2025. The new CUSIP will be 65704Y107 and the new ISIN number will be CA65704Y1079, under the new name of the Company. The common shares of the Company began trading on the Canadian Se ...

Core Insights - Nuvve Holding Corp. announced a strategic financing initiative to strengthen its equity position, which includes seeking shareholder approval to issue convertible preferred stock and enter into an equity line of credit for up to a combined $50 million [1][3] Financing Details - The company has executed a private placement securities purchase agreement and an equity line of credit, aimed at enhancing its balance sheet and solidifying its equity position [1][3] - Following shareholder approval, the additional capital is expected to provide flexibility for ongoing operations and future growth initiatives [3] Compliance with Nasdaq - Nasdaq has set December 31, 2025, as the deadline for the company to meet its minimum bid price and shareholder equity requirements [2] - The company received shareholder approval for a reverse stock split in October 2025, which is intended to help meet Nasdaq's minimum bid price requirement of $1 by the deadline [2] Strategic Positioning - The company believes that the new financing arrangements will position it well to satisfy Nasdaq's minimum equity requirements for the foreseeable future [3] - CEO Gregory Poilasne emphasized that these developments strengthen the company's ability to execute its business objectives and deliver value to shareholders, customers, and partners [4]

Core Insights - MasTec, Inc. (MTZ) is experiencing significant growth in its Clean Energy and Infrastructure segment, driven by strong demand for renewables, particularly solar, and supportive market trends such as grid modernization and federal incentives [1][4] - The Power Delivery segment faces challenges due to project delays, leading to a downward revision of revenue guidance for 2025 [2][9] - Despite near-term volatility, the strategic focus on energy transition infrastructure is expected to enhance MasTec's competitive position in the long term [3] Clean Energy and Infrastructure Segment - As of September 30, 2025, the Clean Energy and Infrastructure segment's 18-month backlog increased by 21.4% year-over-year, reflecting robust demand for renewables [1][9] - The segment's backlog reached a record level of $16.78 billion, up 21.1% year-over-year and 2% sequentially, indicating strong long-term growth potential [4] Power Delivery Segment - The revenue guidance for the Power Delivery segment was reduced to approximately $4.075 billion for 2025, down from a previous estimate of $4.225-$4.25 billion due to delays in the Greenlink project [2][9] - The company is facing isolated delays related to permitting, which are impacting project activity [2] Competitive Landscape - MasTec competes in the renewables market with key players like Quanta Services, Inc. and Primoris Services Corporation, leveraging its scale and diversified execution capabilities [5] - Quanta focuses on an end-to-end platform for complex grid projects, while Primoris has a project-centric approach with rapid expansion in utility-scale renewables [6][7] Financial Performance - MasTec's stock has outperformed the Zacks Building Products - Heavy Construction industry, gaining 12.1% over the past three months [8] - The company's earnings estimates for 2025 and 2026 have increased to $6.35 and $8.06 per share, respectively, indicating year-over-year growth of 60.8% and 27% [12][13] - The stock is currently trading at a forward P/E ratio of 25.46, suggesting strong market potential despite being at a premium compared to industry peers [11]

Asia Pacific Equity Research 09 November 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Weichai Power - H/A Re-rating on growth: raising PT as Weichai scales AIDC back-up engines and SOFC We are raising our price target for Weichai to HK$31 and Rmb31 f ...

Core Insights - Critical Metals Corp has received approval for the geochemical test work reports for the Tanbreez project, marking a significant milestone towards commencing mining operations [1][2][4] Company Overview - Critical Metals Corp (Nasdaq: CRML) is a leading mining development company focused on critical metals and minerals essential for electrification and next-generation technologies [5][7] - The flagship Tanbreez project is one of the world's largest rare earth deposits located in Southern Greenland, with year-round direct shipping access via deep water fjords to the North Atlantic Ocean [5][7] - Another key asset is the Wolfsberg Lithium Project in Austria, which is the first fully permitted mine in Europe and is strategically positioned to become a major producer of lithium products for the European market [6][7] Project Developments - The geochemical test report for the Tanbreez project was submitted on September 29, 2025, and has been reviewed and approved by the Environment Agency for Mineral Resource Activities (EAMRA) [2][4] - The reports were prepared by Danish engineering firm NIRAS A/S, recognized for its multidisciplinary engineering and environmental consultancy [3][4] - The company aims to continue constructive collaboration with Greenland authorities and NIRAS to expedite the development of the Tanbreez project [4] Next Steps - Remaining approvals needed for the Tanbreez project include obtaining approval of the mine and closure plan and specific activity plans [5][9]