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Duke Energy Corporation (DUK) – Among the Best Nuclear Energy Stocks to Buy Now
Yahoo Finance· 2025-10-11 15:21
Core Insights - Duke Energy Corporation is recognized as one of the best nuclear power stocks to buy according to analysts [1][2] - The company operates 11 nuclear units across six sites in the Carolinas, which serve as its primary source of carbon-free energy generation [2][3] Investment Strategy - Duke Energy is considering the addition of large nuclear reactors to its existing 11-gigawatt fleet to address the increasing electricity demand in the Carolinas [3] - The company plans to study the implementation of large light-water reactors and small modular reactors, aiming for a 2037 in-service date for new nuclear generation [3] Financial Outlook - Duke Energy has initiated a five-year investment program totaling $83 billion to enhance its transmission and distribution network [4] - This investment is expected to support an earnings per share (EPS) growth rate of 5% to 7% through 2029 [4] - The company's business model is characterized by stable cash flows, supported by government-regulated rate structures, enabling it to maintain dividends for 99 consecutive years by mid-2025 [4]
Key Insiders Are Selling Oklo Stock. Should You?
Yahoo Finance· 2025-09-25 19:13
Core Viewpoint - Oklo (OKLO) shares have experienced a decline of approximately 8% due to significant insider selling, which typically indicates a lack of confidence in the company's near-term prospects [1][3]. Insider Selling - CEO Jacob DeWitte sold $3 million worth of shares, while director Michael Klein and CFO Craig Bealmear sold a combined total of $16.1 million [1]. - The heavy insider selling follows a substantial increase in stock price, suggesting that insiders are capitalizing on recent hype rather than investing for long-term growth [3]. Stock Performance - Despite the recent pullback, OKLO stock has risen over 450% since the beginning of the year [2]. - The consensus rating on OKLO shares remains at "Moderate Buy," but the mean target price of approximately $76 indicates a potential downside of about 35% from current levels [8]. Analyst Opinions - Goldman Sachs analyst Brian Lee issued a cautious note, initiating coverage with a "Neutral" rating and a price target of $117, which does not suggest significant upside potential [5]. - Lee emphasized that OKLO needs to secure finalized customer agreements to justify its current premium valuation [5]. - The company's operational model, which involves owning and operating power plants, is viewed as a "heavy capital burden and a meaningful risk" to the share price [6]. Market Sentiment - The lack of operational milestones or improved revenue visibility is putting pressure on investor sentiment and undermining the stock's credibility as a future energy leader [4]. - Other Wall Street firms concur that the recent rally in OKLO stock may have been excessive [7].
Centrica (CPYY.Y) Earnings Call Presentation
2025-07-22 08:30
Sizewell C项目投资亮点 - Centrica对Sizewell C核电站项目的股权投资,上限为13亿英镑,占15%的股份[20, 23] - 该项目预计为约600万户家庭供电,约占英国需求的7%[18] - 建设高峰期将创造10,000个就业岗位,并提供1,500个学徒机会[18] - 预计在建设期间产生8亿英镑的现金回报[24] - 商业运营开始后,Centrica的股权RAB预计增长至约30亿英镑[21] 财务回报与风险管理 - 建设和初始运营期间,股权的允许回报率为10.8%(实际CPIH),内部收益率(IRR)大于12%[20, 21, 28] - 投资分阶段进行,并有上限,通过成本阈值机制进行控制[21, 28] - 该项目采用受监管的资产基础(RAB)模式,没有预生产资本,并提供针对延误和成本超支的保护[21, 57] - 英国政府提供全面的支持计划,以减轻低概率、高影响的风险[28, 46] 盈利与现金流 - 从2026年开始,该项目将增加盈利[21] - 到2028年底,EBITDA贡献约为5000万英镑,商业运营后增长至约1.5亿英镑[52, 53] - 股东贷款利息为9%,在集团EBITDA和集团AOP中确认[53, 71]