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]

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].

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]

THE SECURITIES ACT OF 1933 GE Vernova Inc. (Exact name of Registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) Table of Contents As filed with the Securities and Exchange Commission on May 6, 2024 Registration Statement No. 333-277900 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER Delaware 3511 92-2646542 (Primary Standard Industrial Classification Code Number) 58 Charles Stree ...