Apr. 30 at 4:59 AM
$BE
$BE $BE one more simple truth.
$CEG generates 25b$ revenue and generates 4-5b$ profit trades at 100b$ market cap.
$VST which generate 18b$ rvenue and 5b$ profit trades at 52b$ market cap. All major data center are tied with them due to cheaper electricity. Fuel cell is expensive 3x times. But it stop gap for immediate need.
$BE current annual run rate is ~2.5- 3b$ and profit just kicked in this qtr. That too adjusted profit .44c for this qtr. But trades at 84b$ market cap.
Even if they double this number in 2 yrs which is really tough. ARR will be around 5-6B $ in 2028. And eps will be 3-4$ . It will making around less than 1b$ profit. By then rest of the electric generation companies like CEG would have added more capacity. Buy CEG and VST instead.
This scam is orchestrated by Morgan Stanley as he joined BE last year.
In few month s. They will start narrating demand issue. Monetizing issue from all these hyper scalers etc. same like sas and Covid pump and dump scams.
