SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: jim_p who wrote (18308)2/13/2003 3:25:07 PM
From: JHR  Read Replies (1) | Respond to of 206334
 
EP just keeps inching up. The bid size consistenly greater than the ask size on Fidelity. Got in at 3.37. may not go to bed with it.



To: jim_p who wrote (18308)2/13/2003 5:54:54 PM
From: ItsAllCyclical  Read Replies (1) | Respond to of 206334
 
Addresses EP's liquidity. Also in audio presentation this afternoon.

sec.gov

I will likely start selling in the mid 4's, but I may hold some for a higher bounce. As I've noted previously BK fears are overdone short term imho unless the FERC ruling goes poorly end of March. Will likely be out tomorrow regardless and will consider entering back in post FERC ruling if positive.

On a relative basis CNP position is larger, and RRI much, much larger.

Waiting to take an even larger position on CNP until dividend change if any is announced late Feb/early March.

Traded DUK twice today for an ok profit.



To: jim_p who wrote (18308)2/14/2003 12:05:15 AM
From: Ed Ajootian  Read Replies (1) | Respond to of 206334
 
jim_p, Does EP serve as the counterparty on natgas hedges for E&P companies? If yes and EP goes under a lot of E&P companies could get whacked again like they were when Enron bit the dust.

Is it possible for an E&P company just to buy out the hedge at any given point in time?