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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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ReplyMessage PreviewFromRecsPosted
108Well worth a listen RRI's ceo At the ML conference reliantresources.comBraincramp-9/20/2002
107I think the RRI's CEO summed it up. I think they have about 4 bil coming dueBraincramp-9/20/2002
106Not quite. You are assuming no BK. If there is a BK, it will happen in 2004. KyrosL-9/20/2002
105This is how stupid it is. You buy Mir at 2.35 sell a call to 04 strike at 2.50, Braincramp-9/20/2002
104Duke's warning weighing heavily on whole sector: cbs.marketwatch.comLarry S.-9/20/2002
103There are going to be a lot of old power plants shutting down at these prices. LBraincramp-9/20/2002
102Its becoming increasingly clear that the merchant energy sector will not reboundLarry S.-9/20/2002
101Looks like DUK's announcement of deferring merchant energy projects and takiLarry S.-9/20/2002
100Duke Energy Revises Financial Outlook, Defers Three Power Projects * Ongoing eaJoe Stocks-9/20/2002
99Very interesting, I had no idea there was even a market in weather futures: froLarry S.-9/20/2002
98Jerome, MIR announced just recently that they were expanding their weather-relatOeconomicus-9/20/2002
97Do the IPP's that still trade energy futures, also trade weather futures? IJerome-9/19/2002
96Gotcha. Thanks, AZarizzzona-9/19/2002
95arizzzona, I agree. Personalities ought not be discussed. That said, the artiRaymond Duray-9/19/2002
94WOW, this is great news Jerome, thanks for posting. hope some traders on wall stLarry S.-9/19/2002
93Let's not trash this board up with political garbage. You go off on other barizzzona-9/19/2002
92Bob, In an ideal world, you'd be making valid points. Reality bears littleRaymond Duray-9/19/2002
91This is a huge favorable statement for the IPP's Dow Jones Business News RJerome-9/19/2002
90Boy, you know, after all these assets sales, and "sizing", if the ratiLarry S.-9/19/2002
89Mirant to Cut as Much as $300 Million From '03 Budget By Eileen O'GradyWinkman777-9/19/2002
88no idea on DYN. perhaps the CA report and DYN is one of the weakest of the grouLarry S.-9/19/2002
87Any ideas why Dynergy is selling off so heavily today? JeromeJerome-9/19/2002
86Mirant's reply to latest Cali political BS. mirant.comWinkman777-9/19/2002
85Don't know if this is a repeat or not, but I thought it was pertinent to thisandintoes-9/19/2002
84Calpine "bought" most of there Canadian E&P assets with CPN stock Winkman777-9/19/2002
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