Company Overview - Talen Energy Corp is an independent power producer and energy infrastructure company valued at nearly $10 billion [2] - The company is focused on aggressively growing peak power demand alongside its impressive dispatchable fleet of assets [2] Investment Strategy - The Value Portfolio specializes in constructing retirement portfolios using a fact-based research strategy to identify investments [2] - This strategy includes thorough analysis of 10Ks, analyst commentary, market reports, and investor presentations [2] - The portfolio manager invests real money in the stocks recommended [2]

Core Points - TransAlta Corporation held its Annual and Special Meeting of Shareholders on April 24, 2025, with 188,962,557 common shares represented, accounting for 63.43% of the outstanding shares [1] - The eleven director nominees proposed by management were elected with high approval rates, the lowest being 91.13% for Thomas M. O'Flynn [1] - Ernst & Young LLP was appointed as the auditors for 2025, receiving 96.74% approval [2] - The non-binding advisory vote on executive compensation was approved with 98.90% in favor [3] - The continuation of the Company's Amended and Restated Shareholder Rights Plan was approved with 97.44% support [4] Company Overview - TransAlta owns and operates a diverse fleet of electrical power generation assets in Canada, the United States, and Australia, focusing on long-term shareholder value [6] - The company is one of Canada's largest producers of wind power and Alberta's largest producer of thermal generation and hydro-electric power [6] - TransAlta has achieved a 70% reduction in GHG emissions, equating to 22.7 million tonnes CO2e since 2015, and has received an upgraded MSCI ESG rating of AA [6]

B Of A Securities analyst Andrew Obin revised the estimates upward for GE Vernova Inc. GEV following the company’s first-quarter results reported on Wednesday.The company reported revenue growth of 11% year-over-year to $8.03 billion and +15% organically, beating the consensus of $7.54 billion and EPS of 91 cents, beating the consensus of 53 cents.GE Vernova reaffirms its 2025 financial outlook, projecting revenue of $36-$37 billion versus the consensus of $37.73 billion and a high-single-digit adjusted EBI ...

Core Insights - Duke Energy and GE Vernova have formed a significant partnership to supply natural gas turbines and associated equipment to address the increasing energy demands from advanced manufacturing and data centers [1][9] - The partnership includes a plan to advance projects for up to 11 7HA gas turbines, complementing eight recently secured turbines, aligning with Duke Energy's integrated resource plans [2][9] - The collaboration is part of a broader strategy to enhance energy reliability and keep customer costs low while preparing for future growth scenarios [2][3] Company Overview - Duke Energy is a major energy holding company serving 8.6 million customers across several states, with a total energy capacity of 55,100 megawatts [5] - The company is actively pursuing an energy transition focused on reliability and value, investing in electric grid upgrades and cleaner energy sources, including natural gas, nuclear, renewables, and energy storage [6] Investment and Expansion - GE Vernova is expanding its Greenville, S.C. facility as part of a nearly $600 million investment in U.S. manufacturing over the next two years, which includes a $300 million investment in its Gas Power business [3] - This expansion aims to replace legacy manufacturing processes with lean manufacturing lines, increasing supplier capacity and creating over 1,500 new jobs [3] Strategic Benefits - The arrangement allows Duke Energy to utilize existing infrastructure, including transmission capabilities, which will significantly reduce costs and expedite the time to market for new energy solutions [4] - GE Vernova's commitment to developing innovative solutions is highlighted as essential for meeting current and future energy demands [4][10]

Core Viewpoint - A class action lawsuit has been filed against NET Power Inc. for alleged violations of securities laws, specifically related to misleading statements about Project Permian and its financial implications [1][4]. Group 1: Lawsuit Details - The lawsuit is based on allegations that NET Power made false and misleading statements regarding the completion timeline and budget of Project Permian, which were not grounded in reality [4]. - Investors who purchased NET Power securities between June 9, 2023, and March 7, 2025, are encouraged to participate in the lawsuit before the deadline of June 17, 2025 [2]. Group 2: Impact on Investors - The delays and cost overruns associated with Project Permian are expected to negatively impact the company's financial results and overall business performance [4]. - When the market became aware of the true situation regarding NET Power, investors reportedly suffered damages due to the misleading public statements made by the company [4].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of NET Power, Inc. regarding a class action lawsuit due to alleged misleading statements and failure to disclose critical information during the class period from June 9, 2023, to March 7, 2025 [1][3]. Summary by Relevant Sections Allegations - The complaint alleges that NET Power was unlikely to complete its first utility-scale plant, Project Permian, on schedule and that the project would be significantly more expensive than previously represented due to supply chain issues and various site-specific challenges [3]. - It is claimed that the projections regarding the time and capital needed to complete Project Permian were unrealistic [3]. - The increased time and capital requirements for Project Permian are expected to negatively impact the company's business and financial results [3]. - As a result, the public statements made by the defendants were materially false and misleading throughout the relevant period [3]. Class Action Details - The deadline for shareholders to register for the class action is June 17, 2025, and there is no cost or obligation to participate [4]. - Shareholders who register will be enrolled in a portfolio monitoring software to receive updates on the case [4]. Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors who have suffered losses due to deceit, fraud, and illegal business practices [5]. - The firm aims to ensure that companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements that led to artificial inflation of stock prices [5].

IRVINE, CA., April 23, 2025 (GLOBE NEWSWIRE) -- Clean Energy Technologies, Inc. (NASDAQ:CETY) (the "Company" or "CETY"), a clean energy technology company offering power generation, waste to energy, and heat to power solutions to deliver affordable, scalable, and eco-friendly energy, clean fuels, and alternative electricity for a sustainable future, is pleased to announce a strategic agreement with Sagacity, a new company specializing in advanced design, manufacturing, and system integration, with a strong ...

Core Viewpoint - Capital Power Corporation has successfully completed a bought deal offering of 11,902,500 common shares at an offering price of $43.45 per share, raising approximately $517 million in total gross proceeds [1][2]. Group 1: Public Offering Details - The public offering was initially announced on April 14, 2025, and the size was increased on April 15, 2025 [2]. - The offering included 1,552,500 common shares from the full exercise of the over-allotment option [1]. Group 2: Private Placement - Concurrently, the company issued 3,455,000 common shares to Alberta Investment Management Corporation through a private placement, generating approximately $150 million [3]. - TD Securities Inc. acted as the sole agent and bookrunner for the private placement [3]. Group 3: Use of Proceeds - The net proceeds from the offerings will primarily fund the acquisition of Hummel Station, LLC and Rolling Hills Generating, L.L.C., which own significant natural gas facilities in Pennsylvania and Ohio, respectively [4]. - The acquisition is expected to close in the third quarter of 2025, pending regulatory approvals [4]. Group 4: Future Plans - If the acquisition does not complete, the company plans to use the net proceeds for future growth opportunities, capital development expenditures, debt reduction, or other general corporate purposes [5].

TORONTO, April 22, 2025 (GLOBE NEWSWIRE) -- Northland Power Inc. ("Northland" or the "Company") (TSX: NPI) today released its 2024 Sustainability Report, 'Powering Possibility', highlighting the Company's key sustainability achievements over the past year. "Our commitment to people, communities, and the planet is at the heart of everything we do," said Christine Healy, President and CEO. "This report not only highlights the measurable progress we've made toward our sustainability goals, but also the core va ...

Company Overview - GE Vernova Inc. is set to release its Q1 2025 financial results on April 23, 2025, with analysts expecting adjusted earnings per share of 42 cents and sales of $7.54 billion [1] - BofA Securities analyst Andrew Obin anticipates GE Vernova to maintain its 2025 guidance of $36-$37 billion in revenue and a high-single-digit adjusted EBITDA margin [1][2] Financial Performance Expectations - BofA Securities forecasts an adjusted EBITDA of $0.3 billion for Q1 2025, aligning with consensus expectations [2] - A maintained 2025 guidance is expected to drive a relief rally in GE Vernova shares [2] Product and Market Developments - GE Vernova plans to supply seven high-efficiency 7HA.02 gas turbines capable of running on hydrogen, with initial deliveries scheduled for 2026 [3] - The demand for these turbines is driven by the increasing needs of technology companies for artificial intelligence and high-performance computing [3] Industry Context - U.S. electric utilities are facing challenges in securing gas turbines due to limited production slots and rising turbine prices [4] - Siemens Energy reported a 52% year-over-year increase in total orders on an organic basis, indicating strong market demand [4] Tariff and Cost Management - GE Vernova's exposure to tariffs is considered manageable, with an estimated limited impact of under $200 million from tariffs on steel and aluminum [5] - The company spends approximately $20 billion on materials, with 55%-60% of product costs attributed to these materials, and only about 5% of that coming from imports [5] Contractual and Strategic Approaches - Most service contracts last around 15 years and include inflation protections, while equipment contracts involve large upfront and milestone payments [6] - Strategies such as hedging, supply agreements, and raw material stockpiling are employed to mitigate tariff-related costs [6] Regulatory Environment - Recent U.S. deregulation efforts are seen as beneficial for natural gas power, including fast-tracking new power projects and revisiting emissions rules [7]