top ranked financial adviser, Treasury Partners Richard Sapperstein to discuss how he's advising his clients. When you see equities like this at at a record high, I know you've been pretty bullish, all invested in equities, what do you tell them to do. Well, the current environment just reinforces the uh the benefits of holding stocks right now.So we have uh moderating inflation uh accommodating Fed, great Q2 GDP and earnings. Uh next year we're going to have the benefits of uh deregulation, tax policy, eas ...

Independent US power producers need more data-center deals to mollify investors after their stocks hit record highs, writes @naurtorious https://t.co/CePI1ODJjg ...

Group 1 - Laura Starks is the founder and CEO of Starks Energy Economics, LLC, established in 2007, with expertise in energy investments [1] - Starks holds a degree in chemical engineering and an MBA focused on finance, which she utilizes for personal investments and insights on energy companies [1] - The coverage of Starks includes various sectors such as utilities, independent power producers, energy service companies, petrochemical companies, and all segments of oil and natural gas: upstream, midstream, and downstream [1]

Core Insights - Companies across various sectors are attempting to capitalize on the excitement surrounding AI, with the term "AI" appearing frequently in conference calls, indicating a trend that investors need to scrutinize closely [1] - The article suggests that many AI products may struggle with monetization, similar to the challenges faced by Zoom Communications post-pandemic, despite having a strong platform [2][4] - A distinction is made between companies creating AI products and those providing foundational infrastructure for AI, with the latter being referred to as the "revenue side of AI" [5] Investment Strategies - Investors are advised to focus on the revenue side of AI and maintain reasonable valuations to avoid getting caught in market hype [6] - The article highlights that independent power producers (IPPs) and companies like GE Vernova (GEV) have seen significant stock price increases, with GEV up approximately 389.57% [7][10] Market Dynamics - The energy sector, particularly nuclear energy, is experiencing a boom due to its perceived reliability in supporting AI infrastructure [9] - The latest PJM auction results indicate increased prices, which are expected to bolster earnings for independent power producers [11] Growth Projections - Regulated electric utilities are positioned for long-term earnings growth of 6%-9% annually, benefiting from increased electricity demand and infrastructure investments [26][29] - The article notes that while the S&P may show higher nominal growth, regulated utilities are less cyclical and thus provide more stable growth [28] Valuation Considerations - Electric utilities are currently trading at a discount compared to the broader market, presenting a potential investment opportunity [30] - The article lists forward P/E ratios for various companies, indicating that regulated utilities have lower valuations compared to high-growth AI stocks [27][31]

Core Viewpoint - Hallador Energy Company will host a conference call on August 11, 2025, to discuss its financial results for the second quarter ended June 30, 2025 [1] Company Overview - Hallador Energy Company is a vertically-integrated Independent Power Producer (IPP) based in Terre Haute, Indiana [3] - The company operates two core businesses: Hallador Power Company, LLC, which produces electricity at its one-Gigawatt (GW) Merom Generating Station, and Sunrise Coal, LLC, which supplies fuel to the Merom Generating Station and other companies [3] Conference Call Details - The conference call will take place on Monday, August 11, 2025, at 5:00 p.m. Eastern time [2] - Interested parties can submit questions prior to the call via email to the investor relations team [2] - The call will be broadcast live and available for replay on the company's investor relations website [2]

Executing Our Strategy Validating The Thesis On Power & Data Intersection Talen Energy Corporation | June 11, 2025 Disclaimers The information contained herein, as well as any information that has been supplied orally in connection herewith, speaks only as of the date of this presentation. Talen Energy Corporation ("Talen," "TEC," the "Company," "we," "our," or "us") and our affiliates and representatives expressly disclaim any obligation to update any information contained herein, whether as a result of ne ...

Core Viewpoint - Hallador Energy Company is actively participating in three investor conferences in May and June 2025, indicating its commitment to engaging with investors and enhancing visibility in the market [1]. Company Overview - Hallador Energy Company is a vertically-integrated Independent Power Producer (IPP) based in Terre Haute, Indiana, with two main business segments: Hallador Power Company, LLC, which operates the one-Gigawatt (GW) Merom Generating Station, and Sunrise Coal, LLC, which supplies fuel to the Merom Generating Station and other clients [3]. Upcoming Conferences - The company will participate in the B. Riley Securities 25th Annual Investor Conference on May 21-22, where it will engage in an analyst-hosted roundtable and hold one-on-one meetings [4]. - Hallador will also attend the Jefferies Power Conference on June 5, conducting one-on-one meetings throughout the day [4]. - Additionally, the company is set to participate in the Northland Growth Conference, which will be held virtually on June 25, also featuring one-on-one meetings [4].

Core Insights - Hallador Energy Company reported a strong financial performance in Q1 2025, with total revenue increasing by 6% year-over-year to $117.8 million, driven primarily by a significant rise in electric sales [1][5] - The company achieved a net income of $10.0 million, translating to earnings per share of $0.23, marking a substantial improvement compared to the previous year [1][5] - Operating cash flow surged approximately 2x year-over-year to $38.4 million, while adjusted EBITDA rose nearly 3x year-over-year to $19.3 million [1][5] Financial Performance - Total revenue for Q1 2025 was $117.8 million, up 6% from Q1 2024 and 24% from Q4 2024, with electric sales contributing $85.9 million, representing 73% of the revenue mix [4][5] - Net income increased to $10.0 million from a loss of $1.7 million in Q1 2024, with adjusted EBITDA rising to $19.3 million from $6.8 million in the same period last year [6][20] - Operating cash flow for the quarter was $38.4 million, compared to $16.4 million in Q1 2024, supporting debt repayment and capital expenditures [5][23] Strategic Developments - The company is negotiating with a leading global data center developer for a long-term supply of capacity and energy, with significant investments made by the partner [2] - Hallador is focusing on dual-fuel capabilities and potential acquisitions of dispatchable generation assets to enhance its growth prospects [2] - The company has a robust contracted sales book, with total forward energy, capacity, and coal sales to third-party customers amounting to $1.1 billion through 2029 [5][10] Debt and Liquidity - Total bank debt was reduced to $23.0 million as of March 31, 2025, down from $44.0 million at the end of 2024 and $77.0 million a year earlier [5][6] - Total liquidity increased to $69.0 million at the end of Q1 2025, compared to $37.8 million at the end of 2024 [5][6] Capital Expenditures - Capital expenditures in Q1 2025 were $11.7 million, a decrease from $14.9 million in the same period last year [5][26]

Group 1 - The stock price of Vistra Corporation (NYSE: VST) has increased by more than 100% over the past year, yet the rating remains at "buy" for capital investment [1] - Laura Starks, the founder and CEO of Starks Energy Economics, has extensive experience in the energy sector, covering various companies including utilities and independent power producers [1] - The analysis indicates a beneficial long position in shares of VST, CEG, and NEE, highlighting a personal investment strategy in the energy sector [1]

Core Viewpoint - Hallador Energy Company will host a conference call on May 12, 2025, to discuss its financial results for Q1 2025, with results to be reported in a press release prior to the call [1][2]. Company Overview - Hallador Energy Company is a vertically-integrated Independent Power Producer (IPP) based in Terre Haute, Indiana, with two core businesses: Hallador Power Company, LLC, which operates the one-Gigawatt (GW) Merom Generating Station, and Sunrise Coal, LLC, which supplies fuel to the Merom Generating Station and other companies [3]. Conference Call Details - The conference call will take place on May 12, 2025, at 5:00 p.m. Eastern time, and will include a question-and-answer period [2]. - Interested parties can submit questions via email to the investor relations team [2]. - The call will be broadcast live and available for replay on the company's investor relations website [2].