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TransAlta to Host Second Quarter 2025 Results Conference Call
Globenewswire· 2025-07-04 04:58
文章核心观点 - 公司将于2025年8月1日市场开盘前发布2025年第二季度财报 并于当天上午9点(山区时间)召开财报电话会议和网络直播 [1] 会议信息 - 网络直播链接为https://edge.media-server.com/mmc/p/zpy9addj [2] - 电话会议需提前通过https://register-conf.media-server.com/register/BI215de673b3704e0da46b2a02e0f35bb0注册 注册后可选择拨打电话或点击“Call Me”选项接听自动来电 [2] - 相关材料将在公司网站投资者中心板块https://transalta.com/investors/presentations-and-events/提供 [3] - 无法参加会议可在https://edge.media-server.com/mmc/p/zpy9addj收听回放 广播文字记录将在公司网站发布 [3] 公司概况 - 公司在加拿大、美国和澳大利亚拥有、运营和开发多元化电力资产 专注于为客户提供经济、高效、可靠电力 注重长期股东价值 [4] - 公司是加拿大最大风电生产商之一 也是阿尔伯塔省最大热力发电和水力发电生产商 [4] - 公司运营超114年 是所在社区的负责任运营商和成员 公司将企业目标与联合国可持续发展目标和未来适应商业基准保持一致 [4] - 公司气候变化管理报告遵循国际财务报告准则S2气候相关披露标准和气候相关财务披露工作组建议 [4] - 公司自2015年以来温室气体排放量减少70%(2270万吨二氧化碳当量) 并获得MSCI ESG评级AA [4] 联系方式 - 投资者咨询电话1 - 800 - 387 - 3598(加拿大和美国) 邮箱investor_relations@transalta.com [6] - 媒体咨询电话1 - 855 - 255 - 9184 邮箱ta_media_relations@transalta.com [6] 其他信息 - 公司网站transalta.com 所有财务数据为加元 除非另有说明 [5]
TransAlta Corporation Shares Upgraded To Buy On Two Major Tailwinds
Seeking Alpha· 2025-06-04 15:01
I am a seasoned investor and financial journalist with over twenty years of experience in sell-side equity research, corporate and project finance, M&A and valuations, focusing on Canadian electric utilities, and infrastructure sectors. For ten years I worked as an equity research analyst at global banks including UniCredit Securities and HSBC Global Markets. As an analyst, I was top-rated by the Institutional Investor and Extel surveys. I was also responsible for strategic and economic analysis of capital ...
TransAlta Reports First Quarter 2025 Results and Reaffirms Annual Guidance
Globenewswire· 2025-05-07 19:03
CALGARY, Alberta, May 07, 2025 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) today reported its financial results for the first quarter ended March 31, 2025. "Our business delivered strong operational performance across the fleet during the first quarter. While the Company's merchant portfolio in Alberta was partially impacted by softer power prices, our hedging strategy and active asset optimization continued to generate realized prices well above spot prices," ...
TransAlta (TAC) - 2025 Q1 - Quarterly Report
2025-05-07 19:01
TRANSALTA CORPORATION Management's Discussion and Analysis This Management's Discussion and Analysis (MD&A) contains forward-looking statements. These statements are based on certain estimates and assumptions and involve risks and uncertainties. Actual results may differ materially. Refer to the Forward-Looking Statements section of this MD&A for additional information. Table of Contents | M2 | Forward-Looking Statements | M38 | Financial Capital | | --- | --- | --- | --- | | M4 | Description of the Busines ...
TransAlta: Cratering Alberta Power Prices Offset By Option Premiums
Seeking Alpha· 2025-04-28 23:11
文章核心观点 公司提供投资组合服务,吸引新会员尝试,各投资组合有不同特点和目标 [1][2][3] 会员优惠 - 首次会员可享受年度会员折扣,还有11个月退款保证 [1] 投资组合特点 - 保守收入投资组合目标是寻找最具价值且安全边际最高的股票,还会用低价期权降低投资波动性 [1] - 增强股票收益解决方案投资组合旨在降低波动性,同时实现7 - 9%的收益率 [1] - 有保护看涨期权投资组合专注于资本保全,提供低波动性的收益投资 [2] - 固定收益投资组合专注于购买有高收益潜力且相对同类证券被严重低估的证券 [2] 团队情况 - Trapping Value团队分析师有超40年经验,专注于产生期权收入和资本保全 [3] - Trapping Value与优先股交易商合作运营投资集团,旗下有两个创收投资组合和一个债券阶梯 [3]
TransAlta Corporation Announces Results of the 2025 Annual and Special Meeting of Shareholders and Election of all Directors
Globenewswire· 2025-04-25 05:16
CALGARY, Alberta, April 24, 2025 (GLOBE NEWSWIRE) -- TransAlta Corporation (TSX: TA) (NYSE: TAC) ("TransAlta" or the "Company") held its Annual and Special Meeting of Shareholders (“the Meeting”) on April 24, 2025. The total number of common shares represented by shareholders at the Meeting and by proxy was 188,962,557, representing 63.43 per cent of the Company’s outstanding common shares. The following resolutions were considered by shareholders: Election of Directors The eleven director nominees proposed ...
TransAlta's Growth Story Has Holes And I'm Not Buying It
Seeking Alpha· 2025-02-21 23:48
TransAlta Corporation (NYSE: TAC ) is a Canadian company in the business of power generation and energy marketing. Its reach extends well beyond Canada, with operations also spread across the United States and Australia. It manages a wideThe mission of Grassroots Trading rests on the following principles: providing objective, unbiased, and balanced research, backed by solid data and completely void of emotional influences or preference for companies; focusing on small- to mid-cap companies, offering the See ...
TransAlta (TAC) - 2024 Q4 - Earnings Call Presentation
2025-02-21 05:06
企业价值与财务表现 - 企业价值为105亿美元,市场资本化为62亿美元[8] - 预计2024年自由现金流上限为5.5亿美元[8] - 自2021年以来,自由现金流增加了350百万美元,增长幅度为64%[24] - 2024年第三季度自由现金流为1.4亿美元,每股0.47美元[62] - 2024年截至9月30日,调整后EBITDA为9.68亿美元,预计全年在11.5亿至13亿美元之间[80] - 2024年自由现金流预计在4.5亿至6亿美元之间[80] - 2024年第三季度调整后EBITDA为3.25亿美元,较2023年同期的4.53亿美元下降28%[64] 可再生能源与市场表现 - 调整后的EBITDA中约50%来自可再生能源[8] - 自2021年以来,调整后的EBITDA增长了370百万美元,增长幅度为29%[24] - 合同容量的增加使得可再生能源容量自2021年以来增加了1.4GW[24] - 2024年第三季度,阿尔伯塔电力组合的平均实现商用电价比平均现货价格高出164%[65] - 2024年第三季度,水电的平均商用电价比平均现货价格高出151%[65] - 2024年第三季度,天然气的平均商用电价比平均现货价格高出133%[65] 收购与投资计划 - 通过Heartland收购,经济拥有能力增加了1.2GW[19] - 预计Heartland收购将带来每年8500万至9000万美元的调整后EBITDA贡献[40] - 计划到2028年优化阿尔伯塔投资组合并执行清洁电力增长计划[32] - 计划在2024-2028年期间部署14亿美元用于清洁电力增长计划[141] 股东回报与风险管理 - 公司在2024年内回购了1350万股普通股,完成了高达1.5亿美元的回购计划的94%[81][82] - 自2021年以来,公司已返回2.3亿美元的股息,股息年均增长10%[141] - 公司在北美市场的风险管理能力强,能够在各种市场条件下提供价值[136] 未来展望与挑战 - 预计在低可再生资源日,阿尔伯塔省将损失5.5 GW的发电能力[125] - 2023年,预计需要9640 MW的热气体发电以满足需求[123] - 公司计划到2026年将温室气体排放减少75%[54] - 2022年实际可再生能源发电的最大小时变化为2,150 MW,预计到2025年将增长274%[117]
TransAlta (TAC) - 2024 Q4 - Earnings Call Transcript
2025-02-21 05:02
TransAlta Corporation (NYSE:TAC) Q4 2024 Earnings Conference Call February 20, 2025 11:00 AM ET Company Participants Stephanie Paris - Vice President of Investor Relations and Corporate Strategy John Kousinioris - President and Chief Executive Officer Joel Hunter - Executive Vice President, Finance and Chief Financial Officer Blain van Melle - Executive Vice President, Commercial and Customer Relations Conference Call Participants Robert Hope - Scotiabank Mark Jarvi - CIBC Maurice Choy - RBC Capital Markets ...
TransAlta (TAC) - 2024 Q4 - Annual Report
2025-02-20 20:06
transalta 2024 Integrated Report Energizing the Future. Contents TransAlta Corporation 2024 Integrated Report 2 President's Message 4 Message from the Chairman of the Board M1 Management's Discussion and Analysis Consolidated Financial Statements F1 F14 Notes to Consolidated Financial Statements 267 Eleven-Year Financial and Statistical Summary 270 Plant Summary 273 Sustainability Performance Indicators 283 Independent Practitioner's Assurance Report 287 Shareholder Information 291 Shareholder Highlights 29 ...