← Talen Energy

What podcasts say about Talen Energy

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about Talen Energy

6 statements · 6 positive

  1. 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”

    Listen at 16:14

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  2. 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”

    Listen at 16:23

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  3. 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”

    Listen at 21:59

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  4. 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”

    Listen at 22:45

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  5. Investors should buy Talen shares as a speculative opportunity

    “go and buy the shares. It's a good speculation”

    Listen at 23:14

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
  6. Talen’s valuation multiple should rise as its contracted revenue increases

    “the more contracts, the higher the multiple, the less the lower the multiple”

    Listen at 26:59

    Open the episode · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

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.

Talen Energy: what podcasts say · PodLume