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VST - Vistra Corp

Posted on 1/26/25 at 8:01 am
Posted by SaDaTayMoses
Member since Oct 2005
4544 posts
Posted on 1/26/25 at 8:01 am
$191.01 as of 1/26/25. Is it too late to get in on this one?
Posted by bayoubengals88
LA
Member since Sep 2007
23505 posts
Posted on 1/26/25 at 8:14 am to
That all depends on future growth.
$191 could be cheap in two years.
I’ll take a look and leave my findings below.
Posted by bayoubengals88
LA
Member since Sep 2007
23505 posts
Posted on 1/26/25 at 10:06 am to
Looks like the valuation is stretched for sure, but that doesn’t mean much anymore. Looks like a great company otherwise.

Posted by thejudge
Westlake, LA
Member since Sep 2009
15071 posts
Posted on 1/26/25 at 8:59 pm to
Company does look great.

I decided again entering after my conversation with Grok as it too agreed whith what I read being stretched as you put it.

It is on a watch list and I do have an alert set on it shouldnit fall below 175
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4481 posts
Posted on 1/26/25 at 9:20 pm to
How do the numbers look for the first 19?
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
8994 posts
Posted on 1/26/25 at 9:20 pm to
Check the news. One of their battery warehouses just burned to the ground last week. That’s gotta have an impact on sales in the short term.
Posted by SaDaTayMoses
Member since Oct 2005
4544 posts
Posted on 1/27/25 at 6:46 am to
quote:

Check the news


This is my news.

Thanks for the heads up. I will go ahead and a few grand worth today and sit for a while.
Posted by HagaDaga
Member since Oct 2020
5986 posts
Posted on 1/27/25 at 8:25 am to
Timing the deepstake dip would be nice with it being down 16% in the premarket

I was told about this one a few months ago, and forgot about putting it on my watchlist to follow up on it.

So this is a nuclear power play right? Small modular one? And is AI power it's current biggest pusher?
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
8994 posts
Posted on 1/27/25 at 8:32 am to
quote:

This is my news.
This is true indeed.
Posted by Finnish
Member since Nov 2021
805 posts
Posted on 1/27/25 at 11:07 am to
Grabbed some at $139….we’ll see. Not a direct AI play so feels safer than Palantir or NVDA today.
Posted by Texas Tea 123
Member since Sep 2017
287 posts
Posted on 1/27/25 at 12:15 pm to
Guys this is a power producer, they make power, if power prices are high it's good, if not they go BK. Not really but peep the history of IPPs (independent power providers)
Posted by Finnish
Member since Nov 2021
805 posts
Posted on 1/27/25 at 2:39 pm to
Yes. The investment case is that AI consumes a lot of energy and we don’t currently have sufficient supply to meet the forecasted demand. On top of that, there would be hurdles to approvals of large scale power plants.
This post was edited on 1/27/25 at 2:40 pm
Posted by ArkBengal
Benton, AR
Member since Aug 2004
2159 posts
Posted on 1/27/25 at 7:03 pm to
quote:

So this is a nuclear power play right? Small modular one? And is AI power it's current biggest pusher?


They are also a big natural gas energy group. Do have at least one nuke in Texas, but mainly gas so far
Posted by HagaDaga
Member since Oct 2020
5986 posts
Posted on 1/28/25 at 12:05 pm to
quote:

They are also a big natural gas energy group. Do have at least one nuke in Texas, but mainly gas so far

Got it. Thanks for the info.

So more of a gas power play at this moment. Its good they at least have nuke experience. Could be a positive that they don't have to much in it, as we wait to see how this DeepSeek AI deal pans out.

Dropping $50ish yesterday, and up some (3%ish) right now may be nice. Positive is it having its nuke option in TX. Could help if TX/Trump really start pushing out wind/solar, if the AI power need turns out to not be as great as initially thought.

(This is all my newbie mind throwing out what it thinks)
Posted by bayoubengals88
LA
Member since Sep 2007
23505 posts
Posted on 1/28/25 at 12:49 pm to
Bought 15 shares this morning and already up nearly 5%
Thanks for putting this on my radar.
Great timing with the post and the discount.
Maybe the valuation is more like a C now
Posted by SaDaTayMoses
Member since Oct 2005
4544 posts
Posted on 1/28/25 at 2:58 pm to
I jumped on this yesterday as well.
12 shares to ride for a while
Posted by bayoubengals88
LA
Member since Sep 2007
23505 posts
Posted on 1/29/25 at 9:22 am to
Up 14% now
Posted by METAL
Member since Nov 2020
1599 posts
Posted on 1/29/25 at 10:03 am to
Got in at 137.73

Sold AMZN to buy some of this, UUUU and CEG.
Posted by SaDaTayMoses
Member since Oct 2005
4544 posts
Posted on 1/30/25 at 10:07 am to
booming again
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