CPN: Calpine Corporation Message Board

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Gold/Mining/Energy : CPN: Calpine Corporation

FRO 23.66

-0.3%

Nov 7 9:30 AM EST

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To: Clement who wrote (242)	1/16/2002 3:01:31 PM
From: Bob Rudd	Read Replies (1) of 555

Clement: What's your thoughts on latest adjustment and CC. I still agree with your statement: <<Calpine is worth something in the range of $30 in breakup value alone (forget about future growth).>> Lowered industry capex across the board will make existing and in process plant more valuable...less competing supply, and speed up cash flows. I also like the discipline of not building unless hurdle rates are met...too many companies fail to recognize that growth that returns less than cost of capital destroys value.

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