TE
Talen Energy
Topic
What experts have said about Talen Energy
6 statements · 6 positive
Talen trades near $25 billion enterprise value versus $45 billion replacement cost
“you could probably purchase this company at a $25 billion enterprise value. The replacement cost is 45 billion”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 16:14
Talen equity could more than double merely by reaching replacement cost
“the equity value just to get to replacement cost is more than a double from where it's trading today”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 16:23
Talen could generate $50 per share in annual free cash flow without operational changes
“these guys will be generating $50 a share of free cash flow per year”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 21:59
Talen is well positioned to build new power capacity for data centers
“if they get into building power plants, and right now the regulator is telling these companies to go sit in a room”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 22:45
Investors should buy Talen shares as a speculative opportunity
“go and buy the shares. It's a good speculation”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 23:14
Talen’s valuation multiple should rise as its contracted revenue increases
“the more contracts, the higher the multiple, the less the lower the multiple”
Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveListen at 26:59
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.