Chronicling the rise and fall of the large, government-enabled rooftop solar company, Sunnova Energy International, Inc.  ...

For more on where the nuclear trade is headed, TD Cowan's Craig Hutchinson joins us now. He is a firm's base metals analyst. Craig, great to have you with us.Um, I saw you sort of smiling when when Kramer was going off on the end of magical investing. Um, can you sort of tell us why Kramer's wrong. >> Yeah.No, I I respectfully disagree and thanks for having me on the show. Um, I think you you got to look at the uranium sector really as a long-term play. Um the uranium miners, the developers, they're looking ...

“Data centres are the back office of the AI boom, so you can’t ignore the trend,” Dalal said. “But large capex + low initial utilisation can crush profitability. I’m not buying stocks just because companies are entering Dalal added that replacing storage hardware is expensive and frequent, making depreciation a very real cash cost, unlike other infrastructure plays.Valuation comfort: Only in selective pocketsAccording to Dalal, Indian markets have turned complacent about high valuations, making stock-picki ...

Core Viewpoint - ASP Isotopes Inc. is set to hold a quarterly business update conference call on November 21, 2025, at 8:30 a.m. EST, focusing on its advancements in isotope production technologies for various industries [1][3]. Company Overview - ASP Isotopes Inc. is a development stage advanced materials company that specializes in the production of isotopes using proprietary technology known as the Aerodynamic Separation Process (ASP technology) [4]. - The company aims to produce and commercialize highly enriched isotopes primarily for the healthcare and technology sectors, with plans to also enrich isotopes for the nuclear energy sector using its developing Quantum Enrichment technology [4]. Industry Demand - There is an increasing demand for specific isotopes such as Silicon-28 for quantum computing, Molybdenum-100, Molybdenum-98, Zinc-68, Ytterbium-176, and Nickel-64 for emerging healthcare applications, as well as Chlorine-37, Lithium-6, and Uranium-235 for green energy applications [5]. - The ASP technology is considered suitable for enriching both low and heavy atomic mass molecules, indicating its potential in meeting the growing needs of various industries [5].

Core Viewpoint - The waste management industry, while not glamorous, offers impressive long-term returns and stability compared to more volatile sectors like technology [1][2]. Company Overview - Waste Management, founded in 1968, is North America's largest provider of public sanitation services, managing household, commercial, and industrial waste, with over 250 active landfills and advanced recycling facilities [4]. - The company has a market capitalization of $82 billion and a current stock price of $203.94, with a gross margin of 28.92% and a dividend yield of 1.63% [3][14]. Financial Performance - In the third quarter, Waste Management's revenue increased by 15% year-over-year to $6.4 billion, although operating income fell by 12% to $989 million due to noncash outflows and asset impairment [5][6]. - The company has a price-to-earnings (P/E) ratio of 32, which is higher than the S&P 500 average of 26, indicating that shares are somewhat expensive for a mature industrial company [13]. Market Potential - The total addressable market for Waste Management is vast, as nearly every business and household in North America generates waste, with a growing number of potential clients [8]. - The company is exploring growth opportunities in green energy, particularly through landfill gas-to-energy initiatives, which convert methane from landfills into renewable natural gas [9][10]. Strategic Growth Initiatives - Waste Management is expanding through acquisitions, such as the $7.2 billion purchase of Stericycle, a medical waste service provider, which enhances its footprint in the healthcare waste market [11]. - The company's focus on synergistic opportunities, including medical waste and green energy production, positions it well for future growth [12].

Gm! Take a breath and catch the green energy. https://t.co/HrxByCvfgA ...

Financial Performance - Adjusted EBITDA for the first nine months of 2025 was EUR 405.1 million, reflecting a 2.0% year-over-year increase, primarily driven by the Green Capacities and Networks segments [2][14] - Total Investments decreased to EUR 529.9 million, down 9.2% year-over-year, with 51.3% allocated to Networks and 41.4% to Green Capacities [3][14] - Net Debt increased by 10.6% to EUR 1,782.7 million, but leverage metrics remained strong, with the FFO LTM/Net Debt ratio decreasing by 6.3 percentage points to 23.4% [4][14] Business Development - Green Capacities segment saw installed capacity rise to 2.1 GW from 1.4 GW, with secured capacity increasing to 3.4 GW [5] - Networks segment planned investments of EUR 3.5 billion over the next decade, with a total RAB set at EUR 1.9 billion for 2026 [6] - Customers & Solutions signed a 7-year PPA with Lithuanian TSO at a fixed price of EUR 74.5/MWh for up to 160 GWh/year, effective January 2026 [7] Sustainability - The Green Share of Generation decreased to 66.0%, down 17.6 percentage points year-over-year, due to higher electricity generation at Elektrėnai Complex [8] - Total GHG emissions increased to 3.48 million t CO2-eq, a 22.5% year-over-year rise, with Scope 1 emissions up 92.1% due to new services [9][10] - Carbon intensity (Scope 1 & 2) rose to 223 g CO2-eq/kWh, reflecting a 9.3% year-over-year increase [10] Shareholder Returns and Outlook - A dividend of EUR 0.683 per share was paid for H1 2025, totaling EUR 49.4 million [13] - Full-year 2025 Adjusted EBITDA guidance was narrowed to EUR 510–540 million, and Investments guidance was updated to EUR 700–800 million [13]

Main Argument - The West should emulate China's real playbook, which involves increasing energy use and nuclear R&D [1] Criticism of China's Green Initiatives - China's "Green" initiatives are largely a sham [1]

RT Bloomberg Live (@BloombergLive)ICYMI: “We are together to show the potential Brazil has in being a green powerhouse.”@Nestle Brazil’s Barbara Sapunar reflects on the takeaways from the COP30 climate summit in Brazil. #BloombergGreen #COP30.⏯️https://t.co/bed8Ojwmlm https://t.co/nX19kJ06qT ...

Core Viewpoint - The Hong Kong and China Gas Company Limited (Towngas) is actively supporting the 15th National Games of the People's Republic of China by utilizing an integrated hydrogen power generator to promote a green, low-carbon sporting event [1]. Group 1: Hydrogen Power Generator - The integrated hydrogen power generator, developed by Towngas and Chi Shing New Energy Technology Company Limited, has been installed at the National Games golf competition venue in Fanling, providing temporary electricity to various on-site facilities [2]. - This hydrogen power generator operates using hydrogen produced by Towngas, combined with a battery energy storage system, and is designed to replace traditional diesel generators, emitting only water vapor during electricity generation [9]. Group 2: Environmental Impact and Innovation - Mr. Don Cheng Hill-kwong, Chief Operating Officer of Towngas, emphasized that using locally manufactured low-carbon hydrogen will significantly reduce carbon emissions during the event, showcasing Hong Kong's innovative capabilities in hydrogen energy application [4]. - Towngas is committed to expanding hydrogen energy technology applications and promoting green energy development in Hong Kong and the Greater Bay Area [5]. Group 3: Engagement and Collaboration - Towngas has facilitated visits for several academic groups to the hydrogen power generation system, fostering collaboration and knowledge exchange between industry and academia [4]. - Mr. Raymond Poon Kwok-ying, Director of Electrical and Mechanical Services, visited the site to learn about the operation and safety features of the hydrogen power generator, indicating a strong interest from government sectors in hydrogen energy development [3][6].