*🏆 TOP PPAs IN LAGOS STATE (VERIFIED WITH ESTIMATED STIPENDS)* whatsapp.com/channel/0029VbA… *SOME GOOD PPA IN ABIA STATE* whatsapp.com/channel/0029VbA… *PPA IN NASARAWA* whatsapp.com/channel/0029VbA… *SOME PPA IN RIVERS STATE* whatsapp.com/channel/0029VbA…

𝐀𝐝𝐚𝐧𝐢 𝐖𝐢𝐧𝐬 𝐀𝐋𝐋 𝐂𝐨𝐚𝐥 𝐓𝐞𝐧𝐝𝐞𝐫𝐬 𝐢𝐧 𝐁𝐉𝐏 𝐒𝐭𝐚𝐭𝐞𝐬 – ₹𝟏𝟑.𝟐𝟕𝐋 𝐂𝐫! Adani won 𝟖 𝐨𝐮𝐭 𝐨𝐟 𝟖 long-term coal power PPAs in BJP-ruled states since March 2024. In non-BJP states: Only 1 out of 4. These contracts will give Adani ₹𝟏𝟑.𝟐𝟕 𝐥𝐚𝐤𝐡 𝐜𝐫𝐨𝐫𝐞 over 25 years. Complete Sweep in BJP States Massive Guaranteed Revenue For 25 Years. (Read News) #ChhatronKiGoonj

అదానీ గ్రూప్‌కు బీజేపీ పాలిత రాష్ట్రాల్లో బొగ్గు ఆధారిత విద్యుత్ కొనుగోలు ఒప్పందాలు (PPAs) భారీ స్థాయిలో దక్కాయి 🤚 మార్చి 2024 తర్వాత బీజేపీ పాలిత రాష్ట్రాల్లో జరిగిన 8 దీర్ఘకాలిక టెండర్లలో 8 టెండర్లు అదానీకి దక్కాయి 😎 బీజేపీయేతర రాష్ట్రాల్లో జరిగిన 4 టెండర్లలో కేవలం ఒకటి మాత్రమే అదానీకి దక్కింది ఈ ఒప్పందాల మొత్తం విలువ సుమారు ₹13.27 లక్షల కోట్లు దేశాన్ని అదానికి ధారాదత్తం చేస్తున్నాడు మోడీ.. 🤡

World’s biggest dairy exporter signs #PPAs with two new solar projects as part of its efforts to wean itself off the use of #coal power for boilers.. reneweconomy.com.au/new-zeal…

Vedanta Power leading private thermal power producer है लगभग 4,780 MW installed capacity है जो काफी बड़ा scale है पंजाब, ओडिशा, छत्तीसगढ़, आंध्र प्रदेश में plants फैले हुए हैं diversification ठीक है Long term PPAs (Power Purchase Agreements) हैं इससे cash flow stability है।

Vistra trades at 12x ongoing operations adjusted EBITDA. NRG trades at 12x. Constellation trades at 22x. Out of these three companies only two have contracted bond-like PPA cashflow and nuclear assets — Vistra and Constellation. There is a clear outlier here based on good and bad reasoning. Constellation is a pure nuclear fleet and the largest in America. This energy portfolio demands a premium in the market. Vistra has a majority nat gas portfolio with the rest in coal, nuclear, and renewables, although the coal has been decreasing as a percent of total generation. Underlying operations EBITDA for Vistra has been growing 20% YoY for the past 4 years. They have just been upgraded to investment grade credit rating with a 2.4x net debt to adjusted EBITDA ratio. The market is heavily mispricing Vistra's ability to monetize its nuclear and nat gas fleet. It trades in line with a heavy retail power generator when it should be closer to Constellation Energy. The fair multiple is somewhere in the 15–17x range — implying meaningful upside from current levels before you even account for EBITDA growth into 2026 and 2027. When the hyperscaler PPAs hit the income statement you will see a massive re-rating. For now Vistra stands as a great business to buy at an attractive valuation

🔔🔔🔔These may be the next winners: 1️⃣ $CEG - nuclear operator, PPAs with Microsoft & Meta 2️⃣ $GEV - grid infra for AI data centers 3️⃣ $SMR - only NRC-certified small modular reactor