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: Larry S. who started this subject	3/22/2003 2:55:44 PM
From: Jerome	Read Replies (1) of 3358

Facts, Opinions, and Market responses. In a review of the posts since the inception of this thread, I would say that the general opinion of the posts could be categorized as follows. Best candidate for BK.... Dynegy Strongest balance sheet....MIR and RRI Best Long term outlook...CPN Best earnings this year...EP, RRI Best Play on NG...DYN Least amount of refinance needed this year...CPN and MIR Most cash on hand MIR But a review of the charts would indicate where investors are placing their bets. siliconinvestor.com The first of the year was a turning point for these IPP's. The very negative press for all of them came under moderation as the outlook for them changed for the better. There have been very many fine analytical posts on this thread, but the market goes its own way. DYN and WMB are the best positions to hold for now, unless these companies make some unexpected announcement (aka...RRI) JMO...Jerome

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