PORPortland General Electric
43.4200.180+0.42%811.56K35.29M43.33043.24043.88043.3304.75B4.73B109.50M108.93M-1.89%-2.29%-0.87%+0.51%-7.62%+11.53%+0.69%4.55%0.75%14.4314.431.27%Utilities - Regulated Electric
CWENClearway Energy-C
29.850-0.050-0.17%799.28K23.87M29.76029.90030.19029.6303.51B3.47B117.45M116.32M+0.61%+4.26%+13.55%+14.84%+0.85%+48.42%+16.60%5.54%0.69%39.8039.801.87%Utilities - Renewable
BEPCBrookfield Renewable
29.090-0.280-0.95%715.14K20.98M29.36029.37029.92029.0805.22B4.93B179.61M169.45M+2.29%+1.68%+6.76%+4.96%-8.11%+30.81%+8.07%4.88%0.42%22.1422.142.86%Utilities - Renewable
NEENextEra Energy
70.070-0.810-1.14%12.39M872.58M70.95070.88071.79069.910144.14B143.86B2.06B2.05B-2.83%-8.00%-0.22%-2.54%-15.87%+16.62%-1.45%2.94%0.60%20.7920.792.65%Utilities - Regulated Electric
FEFirstEnergy
39.000-0.560-1.42%3.70M145.20M39.52039.56039.65038.98022.49B22.43B576.70M575.07M-2.08%-0.94%-9.05%-0.79%-9.59%+6.44%-0.91%4.32%0.64%22.9422.941.69%Utilities - Regulated Electric
VWSYFVESTAS WIND SYSTEMS
15.050-0.771-4.87%12.94K194.50K15.50015.82015.50014.69015.08B15.08B1.00B1.00B-7.16%-1.96%+8.11%+9.92%-32.96%-48.31%+11.42%--0.00%28.4028.405.12%--
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smoothshoe : what are your thoughts on $Centrus Energy (LEU.US)$
smoothshoe : I also opened a position in $New Fortress Energy (NFE.US)$
10baggerbamm OP smoothshoe : I see why you're looking at this one or at least I think I see why with The insider transactions last year and this year. my concern would be the decline in revenue. I know that from a data center standpoint and build out natural gas is the quickest solution is that why you're looking at this company or are you looking at their long-term chart and you see this bottoming that's taking place potentially here where historically it's traded significantly higher?
if you're thinking about it from a data center play the companies that are in the exploration side of oil or natural gas under Trump they're not going to be benefactors I don't believe so because as the prices come down for oil and natural gas their margins deteriorate even further. when I first looked at this I saw New York and my initial inclination was Trump wants to build that pipeline throughout New York New England all natural gas which will reduce energy costs by about 30% and I thought that this company was going to be one that I'd heard that potentially would be involved but they're just based out of New York they're not involved in pipeline distribution of natural gas.
centrus that one has more of what I like and I'm going to spend some time this weekend reading about it I like when you have that earnings beat Gap up and now the consolidation it mirrors so many other companies perfectly well and money is going to go back in if we can get a few days of a rally or we get past this whole tariff issue and tax season I think beyond that we have the potential for a sustained rally.
ASteffie : I'm just gonna sit here and wait
smoothshoe 10baggerbamm OP : It's definitely a nat gas for data center power play for me. for nat gas play, I'm thinking $Flex LNG (FLNG.US)$
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