Power Play: the Company Harnessing Nuclear and Hydro
Firetrail Equity Edge | High Conviction Investing

Power Play: the Company Harnessing Nuclear and Hydro

2024-05-13
Fortum is a Scandinavian electricity generator that generates clean baseload power, primarily using hydro, nuclear, and wind energy sources. Fortum has become a pure play provider of clean energy is well placed to benefit from electrification tailwinds. In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Fortum’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock p...
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