Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Last month, the DOE published a paper about the <a href="https://liftoff.energy.gov/wp-content/uploads/2024/09/LIFTOFF_DOE_AdvNuclear-vX6.pdf" target="_blank" rel="noopener">commercial liftoff of Advanced Nuclear.</a> </li><li>Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will unshutter 3 Mile Island for one last puff of a half-smoked cigarette. Just a few years ago, it was closed for economic reasons.</li><li>This is going to be the first in a series about Nuclear Power. Today, I’ll talk about Nuclear Reactors and the basics.</li></ul>

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will unshutter 3 Mile Island for one last puff of a half-smoked cigarette. Just a few years ago, it was closed for economic reasons.This is going to be the first in a series about Nuclear Power. Today, I’ll talk about Nuclear Reactors and the basics.

Nuclear Zeitgeist Part 1: A Reactor Primer

Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.</li><li>Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.</li><li>Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.</li></ul>

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.

Safran SA - Sustainable Aviation - Fuel Disclosure

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent years</li><li>GE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energy</li><li>GE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycle</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent yearsGE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energyGE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

GE Vernova tries to shake its parent’s problems

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/salzer-electronics-ltd" target="_blank" data-smartkarma-citation="entities:8103:1" rel="noopener">Salzer Electronics (SZE IN)</a> is aggressively scaling its smart meter business with INR 600–700 crore revenue targeted in FY26, aiming to sell up to 8 lakh units annually.</li>
<li>This diversification into B2B smart metering could double revenues, boost margins, and improve ROCE, transforming Salzer from a niche switchgear player to a full-stack energy solutions provider.</li>
<li>Salzer is no longer a slow-growing industrial supplier: it’s evolving into a high-growth, government-aligned, tech-driven player with strong export and R&amp;D-led optionality.</li>
</ul>



Salzer Electronics (SZE IN) is aggressively scaling its smart meter business with INR 600–700 crore revenue targeted in FY26, aiming to sell up to 8 lakh units annually.
This diversification into B2B smart metering could double revenues, boost margins, and improve ROCE, transforming Salzer from a niche switchgear player to a full-stack energy solutions provider.
Salzer is no longer a slow-growing industrial supplier: it’s evolving into a high-growth, government-aligned, tech-driven player with strong export and R&amp;D-led optionality.


The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

Triveni Engineering & Industries / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/triveni-engineering-industries" target="_blank" data-smartkarma-citation="entities:5821:1" rel="noopener">Triveni Engineering &amp; Industries (TRE IN)'</a>s acquisition of Sir Shadi Lal Enterprise Limited is expected to add to the bottom line as it is located in the same region.</li>
<li>The resumption of the molasses-based Ethanol plant would benefit as the previous year's company closed operations early due to non-availability of cane.</li>
<li>The demerger of the turbine is expected to be the major value-creation proposition.</li>
</ul>



Triveni Engineering &amp; Industries (TRE IN)'s acquisition of Sir Shadi Lal Enterprise Limited is expected to add to the bottom line as it is located in the same region.
The resumption of the molasses-based Ethanol plant would benefit as the previous year's company closed operations early due to non-availability of cane.
The demerger of the turbine is expected to be the major value-creation proposition.


The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

General Electric (GE US)

Nuclear Zeitgeist Part 1: A Reactor Primer

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular...

Fabricated Knowledge

Safran SA - Sustainable Aviation - Fuel Disclosure

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this...

Carbon Tracker Initiative

GE Vernova tries to shake its parent’s problems

Amanda Chew visited GE's old headquarters in Schenectady, NY, where the company's spinoff, GE Vernova, is thriving in the electrification business...

Behind the Money

The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Sudarshan Bhandari

The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Nuclear Zeitgeist Part 1: A Reactor Primer

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular...

Fabricated Knowledge

Safran SA - Sustainable Aviation - Fuel Disclosure

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this...

Carbon Tracker Initiative

GE Vernova tries to shake its parent’s problems

Amanda Chew visited GE's old headquarters in Schenectady, NY, where the company's spinoff, GE Vernova, is thriving in the electrification business...

Behind the Money

The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

​Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Sudarshan Bhandari

The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

​Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...

Sudarshan Bhandari

Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...