Hallador Energy Co (HNRG) - Friday, May 31, 2024
Amazon purchases data center asset from Talen Energy Corp with fixed price over 10 years. Microsoft announces $100 billion initiative for data centers
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TLN: More EBITDA More Value
We are raising our 2024 adjusted EBITDA estimate while maintaining our 2025 outlook. Our 2025 estimate remains significantly higher than 2024...
262 Views
TLN: PJM Results Affirm Attractive Value
TLN disclosed it had clear 6,820 megawatts for the 2025-26 planning year, which would materially boost TLN's capacity revenue. We are updating our...
262 Views
TLNE: Protest Validates Long Thesis
We view this attempt to block the power purchase agreement between TLNE and AWS as a signal there is a power shortage issue several years down the...
496 Views
TLNE: Electrifying Tender, PT to $145
TLNE has announced a $600 million Dutch tender offer for its stock between $116 and $122. This range establishes our price target of $120 was too...
493 Views