CPN: Calpine Corporation Message Board

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Gold/Mining/Energy : CPN: Calpine Corporation

FRO 24.09

+1.8%

Nov 10 3:59 PM EST

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To: Drake who wrote (14)	1/17/2001 4:13:31 PM
From: deepenergyfella	Read Replies (1) of 555

Why 41%? Well I think Calpine has possibly found or understands the demand sweet spot for powerplant growth in the complex relationship between electricity demand(or rather 'capacity demand') of large high growth technology consumers and have positioned themselves to benefit from deregulating markets by getting into key power generation markets relatively early. ie: Calgary, AB the timing of that plant should pay off hansomely because Alberta is on the verge of a smaller, yet significant electricity crisis as currently exists in California. 41% growth may seem steep...but look at the markets that Calpine has committed to entering...they are all world class economic centers that are also large consumers of electricity. Most of these cities or geographical regions Calpine has entered contain industries that are key to providing solutions to turnaround any energy or economic crisis in North America, but they still need power to achieve that. As any crisis worsens, more jobs will be created to address the crisis and the influx of people in Calpine market will further growth prospects for this company. 41% seems high for 5 years, but consider also that many alternative energy sources will not be able to be deployed within 5 years, so 205% growth by CPN in 5 years might be a low projection when looked at that way. Also I keep thinking the impact of 'always-on' information services over the next 5 years is going to 'grow' in North America, not shrink. So even if the economy did downturn then energy companies and all other sectors will spend great fortunes to contain costs and much of that efficiency will likely depend on always-on access to info all through that companies supply chain. def

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