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Strategies & Market Trends
IPPs and Merchant Energy Co.s
An SI Board Since September 2002
Posts SubjectMarks Bans
3358 82 0
Emcee:  Larry S. Type:  Moderated
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1058The markets are completely insane sometimes.KyrosL-1/31/2003
1057<<The markets are irrational pretty frequently. >> you mean NAS 5000Larry S.-1/31/2003
1056The markets are irrational pretty frequently.KyrosL-1/31/2003
1055Something doesn't add up with DYN and the rest of the IPP's in my opiniomajaman1978-1/31/2003
1054any buyers of DYN on weakness? eomKelvin Taylor-1/31/2003
1053I disagree. While the magnitude of the losses were greater than analysts's Larry S.-1/31/2003
1052Lousy earnings from both RRI and DYN over the last couple of days will kill thismajaman1978-1/31/2003
1051DYN going to take a hit after earnings are out down to 2 bucks.Kelvin Taylor-1/31/2003
1050Forbes: Buy (Some) Utilities: biz.yahoo.com text: Forbes Magazine Buy (Some) ULarry S.-1/31/2003
1049DYN is going to have to deal with mandatory convertible preferred it issued to CLarry S.-1/30/2003
1048Reliant Debt Restructuring Effort Called Key For Co.>RRI Thursday January Larry S.-1/30/2003
1047Point number 2 is especially significant for MIR, which is in the same situationKyrosL-1/30/2003
1046Listened to part of CC. Did not take lots of notes, but here is what I did take:NDBFREE-1/30/2003
1045Tom, I am operating under the following assumptions: 1. in the CA power crisis oLarry S.-1/30/2003
1044But if there's any revision to Lynch's assertions of widespread skulldugtom pope-1/30/2003
1043Another article: biz.yahoo.com text: Midwest grid cannot favor short-term clientLarry S.-1/30/2003
1042Hey, we could get 1 share of AOL with 3 shares of RRI!!!, think i'd rather RLarry S.-1/30/2003
1041sounds like more california dreaming, er i mean whining. larryLarry S.-1/30/2003
1040This could be interesting - Calif PUC To Release Report Supplement On Generatortom pope-1/30/2003
1039key is what RRI plants have short term or long term contracts for NG. Contracts NDBFREE-1/30/2003
1038also, they could buy power on the market and sell it to fulfill their obligationLarry S.-1/30/2003
1037Nobody else has mentioned this possibility, but you have hit on an idea. If RRI NDBFREE-1/30/2003
1036thanks for the clarification, i read the report quickly and there were a lot of Larry S.-1/30/2003
1035>> but they are indicating a profit of 75 cents or so for 2003 << WItsAllCyclical-1/30/2003
1034the sharp bounce back after the initial sell-off is very encouraging. Really, mLarry S.-1/30/2003
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