A few weeks ago, I had the opportunity to do a webinar with Enrique Abeyta of HX Research on Talen Energy $TLNE. Enrique did a fantastic job making the case for why Talen could double from current prices. That video is linked in the piece below. This morning, HX Research published an update on Talen … Read more
DKI had Enrique Abeyta from HX Research on to discuss Talen Energy $TLNE. We’ve been positive on nuclear energy and uranium so his description of the value of Talen’s nuclear plant and high-priced energy sales contract was welcome. Nvidia reported earnings. Everyone likes to joke that it’s the “most important earnings announcement of our lifetime”, … Read more
You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more
