Why Southern Company Will Beat Guidance
Southern Company(SO) Seeking Alpha·2024-07-10 03:58
I The F i I t I ANTELY T 1 A 2018 12:57 TID yangphoto It's becoming obvious that the U.S. is going to need to generate substantially more power than it is today. Southern Company (NYSE:SO) is well positioned to answer the challenge. The Buy Thesis Southern Company is trading at a reasonably cheap valuation that does not account for its future growth rate. Specifically, I think the market is missing three key aspects: 1. Current mix of energy production facilitates cheap cost per MW on new builds 2. 9.5 GW c ...