Renewable Energy Transition - Former fossil-fuel power stations are being transformed into renewable-energy plants globally [1] - Repurposing these facilities presents challenges [1]

Financial Data and Key Metrics Changes - The company reported revenue of PLN 3,600,000,000, an increase of nearly 4% year over year [8][36] - Adjusted EBITDA remained strong at PLN 824,000,000, a slight decline of 2.4% compared to the previous year due to higher costs [36][38] - Net profit was PLN 113,000,000, reflecting a decrease due to one-off effects from the previous year [38] - Free cash flow for the last twelve months adjusted for CapEx in the green energy segment reached over PLN 1,000,000,000, indicating strong cash generation capacity [38][41] Business Line Data and Key Metrics Changes - In the media segment, audience share increased to 22.5%, with advertising revenues growing by 3.7% year over year [12][14] - The telecommunications segment saw a growth in multiplay customers to over 3,000,000, with ARPU per B2C customer increasing by 4.3% to PLN 84 [21][27] - The green energy segment reported a 41% increase in production, reaching 314 gigawatt hours in Q2 2025 [29][32] Market Data and Key Metrics Changes - The advertising market grew by 3.2% year over year, with the company outperforming this growth [12][14] - The company maintained a stable market share of 28.2% in the advertising market [12] - The B2B segment saw a 4% year-over-year increase in ARPU, reaching nearly PLN 1,550 per month [28] Company Strategy and Development Direction - The company is focused on a long-term strategy aimed at building customer value and driving ARPU growth through a new flexible multiplay offering [6][50] - The completion of the Dzhevo wind farm is a key strategic achievement, expected to double the company's wind capacity and support future EBITDA growth [32][50] - The company aims to monetize its investments in green energy and deliver promised EBITDA in upcoming periods [34][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging operating environment, citing strong customer satisfaction and loyalty reflected in a low churn rate of 7.1% [24][34] - The management highlighted the importance of the new multiplay offer in maintaining customer engagement and driving future growth [20][34] - The company anticipates interest savings in the second half of the year, although the overall cost of debt service remains high [42][46] Other Important Information - The company secured a bank loan of nearly PLN 1,000,000,000 for the Jejuvo project, indicating strong confidence from financial institutions [7][50] - The company is nearing the end of its intensive investment phase in green energy, setting the stage for stable returns [45] Q&A Session Summary Question: What is your view on the planned digital tax? - Management believes regulating digital tax in Poland is necessary for fair competition with global tech companies, but the impact depends on the specific formula of the tax [53] Question: Could you provide an outlook for equipment sales in 2025? - Management expects a slight improvement in equipment sales, but does not anticipate significant increases due to market saturation [54] Question: When is the company expected to reach the peak of its net debt to EBITDA? - Management estimates this will occur around the first quarter of 2025 [56]

Financial Data and Key Metrics Changes - The company reported revenue of PLN 3,600,000,000, an increase of nearly 4% year over year [8][37] - Adjusted EBITDA was stable at PLN 824,000,000, a slight decline of 2.4% compared to the previous year due to higher costs [37][40] - Net profit settled at PLN 113,000,000, with a year-over-year decrease attributed to one-off effects [38][40] - Free cash flow for the last twelve months adjusted for CapEx in the green energy segment reached over PLN 1,000,000,000, indicating strong cash generation capacity [38][41] Business Line Data and Key Metrics Changes - In the media segment, audience share grew to 22.5%, with advertising revenues increasing by 3.7% year over year [10][34] - The telecommunications segment introduced a new multiplay offering, resulting in over 3,000,000 multiplay customers, a significant increase from the previous definition [21][24] - Green energy production increased by over 40% to 314 gigawatt hours in Q2 2025, driven by the expansion of wind production capacity [30][32] Market Data and Key Metrics Changes - The advertising market grew by 3.2% year over year, with the company outperforming this growth [12][14] - The company maintained a stable market share of 28.2% in the advertising market [13] - The B2B segment saw a 4% year-over-year increase in ARPU, reaching nearly PLN 1,550 per month [28] Company Strategy and Development Direction - The company is focused on a long-term strategy aimed at building customer value and driving ARPU growth through its new multiplay offering [4][50] - The completion of the Dzhevo wind farm is expected to double the company's wind capacity, supporting future EBITDA growth [32][51] - The company aims to monetize its investments in green energy and deliver promised EBITDA in upcoming periods [34][51] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging operating environment, citing strong customer satisfaction and loyalty reflected in a low churn rate of 7.1% [24][34] - The management team highlighted the importance of the new multiplay strategy in driving customer value and maintaining a competitive edge [20][50] - Future interest savings are anticipated due to recent interest rate cuts, although the overall cost of debt service remains high [42][47] Other Important Information - The company secured a bank loan of nearly PLN 1,000,000,000 for the Jejuvo project, indicating strong confidence from financial institutions [7][51] - The company is nearing the completion of its major strategic investment in renewables, with a focus on stable returns moving forward [46][51] Q&A Session Summary Question: What is your view on the planned digital tax? - The company believes regulating digital tax in Poland is necessary for fair competition with global tech companies, but the impact depends on the specific formula of the tax [54] Question: Could you provide an outlook for equipment sales in 2025? - The company anticipates a slight improvement in equipment sales, but does not expect significant increases due to market saturation [55] Question: When is the company expected to reach the peak of its net debt to EBITDA? - The peak is expected around the first quarter of 2025 [57]

Group 1 - Central Puerto S.A. has entered into a purchase agreement to acquire 100% of the shares and votes of Fieldfare Argentina S.R.L., which owns the Cafayate Solar Project with a nominal installed capacity of approximately 80 MW and a generation of 220 GWh [1][2] - The closing of the transaction is expected on September 2, 2025, pending the fulfillment of standard conditions [2] - This acquisition marks a significant step in Central Puerto's strategy to diversify its technology and strengthen its position in the renewable energy market [2]

Today's Green Daily newsletter looks at a ready fix for solar power blackouts https://t.co/PDIh7aVHHs ...

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Clear Blue Technologies International, the Smart Off-Grid™ company, was founded on a vision of delivering clean, managed, "wireless power" to meet the global need for reliable, low-cost, solar and hybrid power for lighting, telecom, security, Internet of Things devices, and other mission-critical systems. Today, Clear Blue has thousands of systems under management across 37 countries, including the U.S. and Canada. (TSXV: CBLU) (FSE: 0YA0) (OTC Pink: CBUTD) Legal Disclaimer: Neither TSX Venture Exchange nor ...

President Trump said the US won’t approve solar and wind projects that hurt farmland, claiming they are inflating electricity prices https://t.co/FV2Mei9WFJ ...

Core Insights - TotalEnergies SE (TTE) is solarizing its lubricant plant in Go Dau, Vietnam, as part of its commitment to energy transition in the region [1][11] - The project marks the first initiative for TotalEnergies ENEOS in Vietnam, a joint venture focused on B2B solar distributed generation across Asia [1] Project Details - The project includes a 220-kWh battery energy storage system and a 310 kWp solar photovoltaic system, which will cover up to 60% of the plant's electrical needs [2] - It is expected to generate approximately 460 MWh of electricity annually, avoiding around 300 tons of CO₂ emissions each year [2][11] Financial and Operational Benefits - TotalEnergies aims to achieve financial efficiency through energy cost relief by generating its own electricity, reducing dependence on variable grid power [3] - The battery storage component allows for better energy management, storing solar power for peak periods or outages, enhancing sustainability and improving ESG benchmarks [4] Long-term Goals - TotalEnergies plans for low-carbon businesses to represent 15-20% of its sales by 2040 and aims to expand its renewable energy generation capacity significantly [5][11] - The company targets 35 GW of installed gross renewable electricity generation capacity by the end of 2025 and over 100 terawatt-hours of net electricity production by 2030 [7] Industry Context - The global market for solar PV and battery storage is expanding, benefiting companies like SolarEdge Technologies and First Solar [9] - SolarEdge Technologies enhances solar energy systems' efficiency and performance, while First Solar specializes in thin-film PV technology, offering advantages over traditional panels [10][12] Stock Performance - Over the past six months, TotalEnergies' shares have increased by 2.7%, outperforming the industry's growth of 2% [14]

Core Viewpoint - VCI Global Limited has launched VCI Energy, a wholly owned subsidiary focused on clean energy and sovereign-scale infrastructure, marking its entry into the US$1.5 trillion clean energy transition market [1][3]. Company Overview - VCI Energy is dedicated to advancing clean energy generation, storage, and sovereign-scale infrastructure, partnering with governments, utilities, and institutional investors [6]. - The company aims to leverage VCI Global's expertise in AI, cybersecurity, and capital markets to play a pivotal role in the global transition toward clean and resilient energy systems [6]. Leadership and Strategy - Victor Lee, former Managing Director of Franklin Templeton, has been appointed as CEO of VCI Energy, bringing extensive experience in institutional investment and infrastructure financing [2]. - Under Lee's leadership, VCI Energy is expected to unlock scalable partnerships and recurring revenue streams, contributing to long-term value creation for shareholders [3]. Market Potential - The clean energy infrastructure market is projected to grow at a 9.3% compound annual growth rate, reaching approximately US$1.5 trillion by 2033, driven by rising global energy demand and government decarbonization targets [4]. - Asia Pacific is anticipated to be one of the fastest-growing regions in this sector, supported by large-scale renewable deployment and sovereign investment in energy resilience [4]. Focus Areas - VCI Energy's initial focus will be on three high-growth verticals: clean energy generation and storage, sovereign energy infrastructure, and strategic partnerships and investments [8]. - The company aims to create a clean energy platform that combines sustainability with sovereignty, delivering strong returns for investors [5].