Founder, BWS Financial Inc

Hamed Khorsand

Founder

Independent Stock Specific Research

BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Equity Bottom-Up

<ul>
<li>TLNE announced the sale of Cumulus Data for a valuation higher than we were expecting and includes a long-term power purchasing agreement</li>
<li>TLNE’s management has also mentioned an ongoing sales process for TLNE’s assets in Texas, which could generate additional value.</li>
<li>TLNE sold Cumulus Data for $650 million to Amazon Web Services (“AWS”). TLNE sold the assets the Company had situated adjacent to Susquehanna nuclear power plant</li>
</ul>


TLNE announced the sale of Cumulus Data for a valuation higher than we were expecting and includes a long-term power purchasing agreement
TLNE’s management has also mentioned an ongoing sales process for TLNE’s assets in Texas, which could generate additional value.
TLNE sold Cumulus Data for $650 million to Amazon Web Services (“AWS”). TLNE sold the assets the Company had situated adjacent to Susquehanna nuclear power plant


<ul>
<li>TLNE is an independent power producer that has emerged from bankruptcy as a public company with the stock not reflecting the intrinsic value of the assets the Company owns</li>
<li>The reduced leverage profile creates a valuation appeal. However, it is the catalyst from what TLNE could achieve at its Susquehanna nuclear plant that could enhance shareholder value</li>
<li>TLNE has been private for more than six years and is now trading on the OTC Markets making it likely that many investors have yet to hear about the Company</li>
</ul>


TLNE is an independent power producer that has emerged from bankruptcy as a public company with the stock not reflecting the intrinsic value of the assets the Company owns
The reduced leverage profile creates a valuation appeal. However, it is the catalyst from what TLNE could achieve at its Susquehanna nuclear plant that could enhance shareholder value
TLNE has been private for more than six years and is now trading on the OTC Markets making it likely that many investors have yet to hear about the Company


TLNE: Powered to Run, Initiating with Buy

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.</li><li>Imagine this, you just bought 100,000 GPUs from Nvidia and you don’t have a place to put them or the power to feed them.</li><li>Not being first to market is a huge cost, as the GPU pay back times are very quick right now even for the H100.</li></ul>

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.Imagine this, you just bought 100,000 GPUs from Nvidia and you don’t have a place to put them or the power to feed them.Not being first to market is a huge cost, as the GPU pay back times are very quick right now even for the H100.

United States

Talen Energy Corporation provides utility services. The Company generates, distributes, transmits, and markets electricity, as well as produces and supplies natural gas and other renewable energy products for residential and commercial users. Talen Energy serves customers in the United States.

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Talen Energy (TLNE US)

TLNE: Nuclear Shareholder Value

TLNE announced the sale of Cumulus Data to Amazon Web Services for $650 million. The transaction value is more than we were expecting and includes...

BWS Financial Inc

TLNE: Powered to Run, Initiating with Buy

TLNE has a leaner balance sheet, generating positive free cash flow, and has created a digital campus on the land adjacent to its Susquehanna...

BWS Financial Inc

Crypto Datacenters NAV

There’s a gold rush in the world of AI for not just GPUs, but for datacenters and the power connections that supply them.

Fabricated Knowledge

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