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Non-Tech : IPPs and Merchant Plants, AES, CPN, DYN, NRG, others
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To: Skywatcher who wrote (5)7/15/2000 6:10:38 AM
From: Gary105   of 16
 
thanks for article Chris. several points:

1. merchant plants make most of their profit during periods of high electricity prices - typically the summer in the US.

2. higher prices continue this summer, however without enormous spikes as result of absence of extended heat spell.

3. an enormous amount of capacity will come on line over the next few years to meet some of the demand. most of this will be provide by the merchant plant/ipps - either the pure plays already mentioned or their respective arms of utilities - eg DUK and REI.

4. of the pure plays, CPN is fastest growing, NRG offers value (p/e to growth ratio) based on projected earnings
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