Aug. 6 at 4:29 PM
$CEG — In March, management said the company was behind timeline on long-term deals, "hopeful" PJM would move quickly.
By August, 920 MW of nuclear contracts signed at an 18.5-year average duration with investment-grade counterparties, including a publicly named deal with Walmart.
Guidance raised
$0.50 to
$11.50–
$12.50 per share.
Crane restart milestones hit on schedule.
What didn't move: the
$20–
$50/MWh pricing range, unchanged despite nearly 1 GW contracted.
Fleishman asked for directionality — the answer was a firm deflection.
#TheGapReport
