Value of US Energy Companies

Some time ago I analysed the value of some US generating companies and gas companies.
On the basis of this analysis I invested in several companies where I thought they were undervalued relative to some potential upside I thought could be realised if the underlying market fundamentals evolved according to how I thought they might.
The presentations below provides an update on how things have worked out relative to what I hoped might happen.
What I got right and what I got wrong.
I have also provided the original presentations by way of background.