This conversation we're having in this room today is very important. It impacts on all of us. So, thank you for joining us.>> My pleasure. Thank you. >> I just like to start with something that is very key to everybody seated in this room.power. I believe that every Nigerian one of the wishes if you were to make a wish if you had a magic wand and you say what is it that you need most. Everybody wants 24 hours of supply and data says that 90 million people are without energy supply.How is total energy. One o ...

Core Insights - Vistra Corp. (VST) has shown strong performance in 2024 and solid gains until H1 2025, driven by increasing interests in nuclear energy [1] - Despite the positive performance, the stock has declined by over 16% since the beginning of the year [1] - The green economy is experiencing significant growth, with a compound annual growth rate (CAGR) of approximately 14% over the past decade [1] Company Overview - Vistra Corp. is focusing on nuclear energy as part of its growth strategy [1] - The company is positioned within the fast-growing green economy, which presents generational investment opportunities [1] Analyst Background - The analysis is led by Manika Premsingh, a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1]

Group 1 - The nuclear energy portfolio has performed exceptionally well this year, supported by major technology companies and strong policy backing [1] - Rare earths are crucial for electric vehicles (EVs) and contribute to achieving net-zero goals, alongside nuclear energy [2] - The green economy has experienced a compound annual growth rate (CAGR) of approximately 14% over the past decade, indicating significant growth potential [2] Group 2 - MP Materials, a rare earths miner and magnet manufacturer, has seen its stock drop by 19% since the last analysis, despite a year-to-date price increase of 340% [2] - The investing group Green Growth Giants focuses on opportunities within the fast-growing green economy [2] - The profile of the investing group is managed by an experienced macroeconomist with over 20 years in investment management and related industries [2]

Group 1 - AstraZeneca PLC reported strong Q3 2025 and 9M 2025 results, indicating healthy growth trends continuing from H1 2025 [1] - The positive outlook for 2025 aligns with the company's performance expectations [1] Group 2 - Manika, a macroeconomist with over 20 years of experience, focuses on investment opportunities in the green economy through her profile Long Term Tips [2] - Her investing group, Green Growth Giants, explores deeper opportunities within the green economy segment [2]

Core Insights - Amazon's latest results have positively impacted investor sentiment, leading to a 9% increase in stock price following the release of the numbers [1] Financial Performance - Robust growth was observed in both segments of Amazon's business, contributing to the favorable results [1]

Core Insights - Eli Lilly's stock has seen a recovery of approximately 30% since the disappointing drug trial results reported in August, which initially indicated a 50% upside potential [1] Group 1: Company Overview - Eli Lilly specializes in obesity treatments and has been under scrutiny due to recent drug trial results that did not meet expectations [1] Group 2: Market Performance - The stock has realized about 30% of the previously estimated 50% upside in the two months following the trial results [1]

Core Viewpoint - The Chinese economy is facing challenges, but the stock market, particularly the Shanghai Composite Index, is performing well, outpacing the S&P 500 [1]. Group 1: Economic Performance - The Shanghai Composite Index (SHCOMP) has shown a faster rise compared to the S&P 500, indicating a divergence between economic stress and stock market performance [1]. Group 2: Investment Focus - Manika, a macroeconomist with over 20 years of experience, emphasizes the generational opportunities in the green economy through her profile Long Term Tips (LTT) [1]. - The investing group Green Growth Giants, associated with Manika, delves deeper into the opportunities within the green economy segment [1].

Core Insights - Changes are occurring at Novo Nordisk A/S, highlighted by the resignation of its then-CEO, Lars Fruergaard Jørgensen, in May [1] Company Overview - Novo Nordisk A/S is a Danish company specializing in weight management treatments [1] Leadership Changes - The resignation of the CEO indicates potential strategic shifts within the company [1]

Core Viewpoint - Northern Graphite Corporation is conducting a non-brokered private placement to raise up to C$2.2 million for financing a feasibility study for its Battery Anode Material facility in Baie-Comeau, Québec, along with working capital needs [1][2]. Group 1: Private Placement Details - The private placement involves the issuance of up to 20,000,000 common shares at a price of C$0.11 per share, with conditional acceptance from the TSX Venture Exchange [1]. - The net proceeds will be allocated to initiate a feasibility study for the Baie-Comeau facility and cover working capital and corporate expenses [2]. - The shares issued will be subject to a statutory hold period of four months in accordance with Canadian securities legislation [3]. Group 2: Company Overview - Northern Graphite is the only flake graphite producer in North America, aiming to become a leader in producing natural graphite and high-value products essential for the green economy, including battery anode materials [5]. - The company operates the Lac des Iles mine in Quebec and owns the Bissett Creek project in Ontario, as well as the Okanjande graphite mine in Namibia, which is currently on care and maintenance [6]. - All projects are characterized by "battery quality" graphite and are strategically located near infrastructure in politically stable regions [6].

Core Insights - Altria Group, Inc. (NYSE: MO) has experienced a double-digit price increase year-to-date but still lags behind its peers in the market [1] Company Analysis - Altria's performance in the stock market has been under scrutiny, particularly in comparison to its competitors, despite a notable price increase [1] Industry Context - The article references a broader investment theme focusing on the green economy, indicating potential shifts in investment strategies within the industry [1]