cavs

[cavs @TexasWhatWhat]

$vst will raise guidance in august assuming Cogentrix deal closure. $vst still cheap.

[cavs @TexasWhatWhat]

Is 530est the cutoff for earnings $hive

[cavs @TexasWhatWhat]

$hive

[cavs @TexasWhatWhat]

@slitslam2016 @PolymarketBlitz @dallascowboys Dak is maga too

[cavs @TexasWhatWhat]

@BullTradeFinder $vst and $ceg

[cavs @TexasWhatWhat]

PJM’s own white paper says it out loud:
“We are transitioning from an era of managing surplus to an era of managing scarcity — one that is projected to persist for a decade or more.”
Their last capacity auction cleared 6,600 MW short of the reliability target.
$vst

[cavs @TexasWhatWhat]

@ConnerRauch6 @Reds @RedsFan_Brandon @unheardofbrand @MLB @Nike ✅

[cavs @TexasWhatWhat]

@stuartsw8 @LIVGolfNation *best European golfer

[cavs @TexasWhatWhat]

@Bashir_Rzayev $vst ppa deals are well above market prices. PJM capacity prices increased 10x the last 3 years. June’s auction will break more records if not capped. 2027/28 will see the brunt of $vst edibta expansion due to the PPAs kicking in and hedges dropping off.

[cavs @TexasWhatWhat]

@pforce810 $vst will raise guidance in the summer. Let the rates rise, it will go up.

[cavs @TexasWhatWhat]

@kylenabecker A+

[cavs @TexasWhatWhat]

@AmericanProud08 @Canes If this offends you then move https://t.co/rEdUU75C8l

[cavs @TexasWhatWhat]

Next $vst catalysts: PJM capacity auction in June. Any more nuclear or gas PPAs, Cogentrix acquisition (raises guidance) in summer. Keep stacking

[cavs @TexasWhatWhat]

@CalConviction With 100% hedged you thought it was a raise and rip opportunity for $vst?

[cavs @TexasWhatWhat]

Ongoing Operations Adjusted FCFbG ($3.925B–$4.725B)
•Low: $3,925M ÷ 338.55M = ~$11.59/share
•Mid: $4,325M ÷ 338.55M = ~$12.77/share
•High: $4,725M ÷ 338.55M = ~$13.96/share

This will do it! No meta $$ or new gas $$ in these numbers yet for $vst

[cavs @TexasWhatWhat]

If $vst affirms $12.50 AFCF before growth tomorrow morning, path to $230

[cavs @TexasWhatWhat]

@cekdrew It has 12 employees and is studying rare earth

[cavs @TexasWhatWhat]

If $vst affirms $12.50 AFCF before growth tomorrow morning, path to $230

[cavs @TexasWhatWhat]

@monicasing23816 @BMSInvests Hedge funds aren’t here for shareholders

[cavs @TexasWhatWhat]

Still think $vst is a 2027/28 story. I don’t think earnings will do much since everything is hedged this year. Waiting till Cogentrix closes and $vst raises guidance. Then $8.5 billion 2027 EBITDA

[cavs @TexasWhatWhat]

@AFMBlog @grorge137 $amc under $2 $car at $100 when it started. I don’t think shares outstanding is a metric that would go against $amc here