Meta在当前价格下比VST提供更大的价值和更高的长期回报潜力。
逐段跳播
事实上,Vestra 最近与 Meta 和 Amazon 签署了为期 20 年的购电协议。因此,Meta 和 Amazon 正在努力与 Vestra 签订长期能源协议,这将为公司未来几十年提供稳定且不断增长的现金流。
In fact, Vestra recently signed 20-year power purchase agreements with both Meta and Amazon. So, Meta and Amazon are working to secure long-term energy agreements with Vestra, which will provide the company with stable and growing cash flows over the coming decades.
但下一点非常重要,需要理解,因为 Vistara 的指引并未包含 Cogentrex 最近宣布的收购以及与 Meta 的购电协议,公司估计这些将合计带来约 7 亿美元的额外息税折旧摊销前利润。
But this next point is very important to understand, because Vistara’s guidance does not include Cogentrex’s recently announced acquisition and power purchase agreement with Meta, which the company estimates will generate about $700 million more in earnings before interest, taxes, depreciation and amortization combined.
我只是认为,如今市场上有更具吸引力的选择,例如 Meta。我相信,与当前价格相比,Meta 提供了更大的价值,并且长期能带来更高的回报。
I simply believe there are more attractive options in the market today, such as Meta. I believe that Meta offers much greater value and can deliver higher returns in the long run compared to its current price.
当我比较 Vystra 和 Meta 时,至少在我自己的投资组合中,我发现 Meta 更适合我。
When I compare Vystra and Meta, at least in my own portfolio, I find that Meta suits me much better.
这个频道对 $META 的历次判断
Daniel Pronk 在这只股票上共 4 条判断,这里只列相邻的几条。