Dingo__hunter @dingo__hunter
Tweets are not recommendations. Joined June 2017-
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Talen Energy Announces Further Updated Timing for Proposed Public Uplisting of Common Stock - Apr 29, 2024 $TLNE @ToffCap talenenergy.investorroom.com/2024-04-29-Tal…
Texas Grid Warns of Possible #Power Emergency Early Next Week. The Texas #Powergrid repeatedly has suffered from tight electricity supplies in the past two years as extreme weather and surging power demand stress aging infrastructure. $HPS/A bloomberg.com/news/articles/…
It’s heating up! $DND.TO
$TLNE repricing their debt ahead of the print. Must be a nice print coming up! Plus they’ve seen some huge deleveraging from asset sales.
Talen Energy Announces Launch of Term Loans Repricing - Apr 24, 2024 $TLNE @ToffCap talenenergy.investorroom.com/2024-04-24-Tal…
Hey $DND.TO can we get a sale of the payments business already! Do we really need to wait until the August vote?
$HPS.A sell off is definitely related to Trudeau change in capital gains - people getting ahead of the June deadline and crystallizing the gains of this rocketship
From @SeanSilcoff $DND.TO retains Goldman Sachs $GS as an advisors. Lets get this payments business sold! #activism #assets #divestitures #banking #tsx #smallcap #activist #forsale
From @SeanSilcoff $DND.TO retains Goldman Sachs $GS as an advisors. Lets get this payments business sold! #activism #assets #divestitures #banking #tsx #smallcap #activist #forsale
$DND.TO - Blacksheep Master Fund nominating their CIO to the board of directors. Things are heating up over at Dye & Durham. Question is do they sell the payments business before this election! @ToffCap @JGGCDN @TrentBlair19 @rubicon59 @SeanSilcoff @WSJ @business @nationalpost
Power transformer sales explode on AI boom: HD Hyundai Electric CEO - KED Global $HPS.A kedglobal.com/us/energy/news…
$CPH.TO on the move! @PaulAndreola @PythiaR
Adds to the bull case for #HammondPower $HPS.A
Adds to the bull case for #HammondPower $HPS.A https://t.co/5vtFVwIXuS
$DND.TO moving in the right direction - next up, lets hear what Engine Capital says!
$DND.TO moving in the right direction - next up, lets hear what Engine Capital says!
$DND.TO - refinancing done. Now lets focus on engine capital and the payments business
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$hmm.a and $Hps.a fit that narrative
Goldman pounding the table on AI energy theme, and pitching CCJ as top commodity idea for the space.
Let’s go
40 weeks, 40 documentaries. Let's go build the future.
Texas Grid Warns of Possible #Power Emergency Early Next Week. The Texas #Powergrid repeatedly has suffered from tight electricity supplies in the past two years as extreme weather and surging power demand stress aging infrastructure. $HPS/A bloomberg.com/news/articles/…
Toured the #HammondPower $HPS/A facility recently. I was amazed to see the sheer volume of #copper that goes into these dry-type transformers. It really hammered home that we’re going to need a lot of #copper to satisfy increasing demand from data centres, renewables, and…
“DND is performing extremely well.” - $dnd.to
Engine just posted an open letter re: $DND.TO Source: businesswire.com/news/home/2024…
@dingo__hunter @SeanSilcoff Hey posted an article this AM m8
Retaining practicing Canadian physicians is vital. The answer to Mr. Cochrane's question is shocking.
Incredible. Minister admits capital gains increases could cause family doctors to leave Canada. Not to worry, though, she says, we’ll just bring in more foreign trained docs.
@dumpstercap @dingo__hunter Doubt it. The foundation supporting and fueling the demand for Hammond's products is durable and if anything strengthening over the medium to long term.
A month ago in a lengthy report outlining the potential winners and losers in the real estate services space from the proposed NAR settlement, we argued that $MTTR would be a good acquisition candidate for $CSGP. This morning $CSGP paid $1.6B for $MTTR.…
There is no doubt in my mind that there is going to be a lot of strain on the #powergrid. Feel like people forget the long lead time for #nuclear projects or #mining projects. Average time to build a #nuclear reactor is 6 to 8 years. Better start building now.
Zuckerberg predicts gigawatt data centers for AI are coming versus the 25-50 megawatts today - a 20X to 40X increase. That’s a lot of GPUs. He also says energy constraints years from now will be the primary bottleneck not whether the larger GPU capex investment is justified.
NEWS: SpaceX has reportedly partnered with US aerospace and defence company Northrop Grumman on a satellite project that is already capturing detailed images of the Earth. independent.co.uk/news/world/ame…
Last night with my friend and mentor, the legendary Mike Milken at our @Jefferies Private Internet Conference.
@dingo__hunter @alainparadis Thanks for saying the thing. I can't believe that we need to explain this.
We’re going to need a lot of investment into the #powergrid $HPS/A
The most underrated story now and in the coming years is global power shortages where even the most advanced economies suffer from brownouts and high electricity prices. #Electricity #poweroutage
ELON MUSK SAYS FIRST UNCREWED STARSHIP TO LAND ON MARS WILL BE WITHIN FIVE YEARS ELON MUSK SAYS THE FIRST PEOPLE ON MARS COULD LAND IN THE NEXT SEVEN YEARS
Adds to the bull case for #HammondPower $HPS.A
The average age of an installed transformer in the United States is 38-40 years, and the suggested lifespan of a transformer is 20 25 years. Currently, more than 70% of U.S. transformers are aged more than 25 years (DOE).
Dye & Durham stock rises after heavily indebted software company prices refinancing plan /via @globeandmail theglobeandmail.com/business/artic…
Trends for United States
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