IPPs and Merchant Energy Co.s Message Board

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Strategies & Market Trends : IPPs and Merchant Energy Co.s

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To: Joe Stocks who wrote (132)	9/23/2002 1:26:17 PM
From: Allen Furlan	Read Replies (1) of 3358

Joe and Kyros. My choice of ep was on the basis of poor relative performance. I have hedged aye long and ep short. However I believe that all these companies will survive with dyn the weakest financially. I probably should not have used bankrupt as my intention was relative performance. I have a sizeable position in aes ( it is not one of the companies listed for this thread) and I have hedged that position with short put/call naked writes which brings down my average cost significantly. As of today I think aes survives but the fact that they have been less than forthright in their description of their convertible issue makes me believe that their stock will be a significant laggard. In any case lots of opportunity here, but how to play the situation is the question.

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