Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-28
TLN [neutral]
Talen Energy Corporation
+3.09%
current return
Author Info
No bio for this author
Company Info
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.
Market Cap
$15.1B
Pitch Price
$322.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.01
P/E
-687.08
EV/Sales
6.47
Sector
Independent Power and Renewable Electricity Producers
Category
value
Alluvial Fund Portfolio Holding: Talen Energy Corporation
TLN (holding update): Bought out of bankruptcy; mgmt masterclass on buybacks at low prices + reinvesting in modern capacity. AI/data center proxy makes it tradable via covered calls. US structurally short power; nuclear FCF/share to exceed $40 by 2028 (Amazon deal ramp). 9x 2028 FCF too cheap.
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