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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

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
133	There are a lot of wild cards in the deck...so its premature to talk about BK or	Jerome	-	9/22/2002
132	>>>Fail,dyn,ep Survive aye,duk.<< I don't see any of these f	Joe Stocks	-	9/22/2002
131	Larry, Good thread. Excellent idea. REI- I don't see much mention of REI or	Joe Stocks	-	9/22/2002
130	This thread has many investors who have spent considerable time in due diligence	Allen Furlan	-	9/22/2002
129	Mirant cash flow analysis Here is my back of the envelope guess of Mirant cash	KyrosL	-	9/22/2002
128	Some of these stocks will be 10 baggers, a few may go BK. I think MIR and ILA a	Larry S.	-	9/22/2002
127	OK, I understand now. I agree that once the accounting issues, mainly the filin	KyrosL	-	9/22/2002
126	I agree, everything is fine as long as they haven't spent the cash. Like Kyr	Braincramp	-	9/21/2002
125	My understanding is that the cash drawn on the bank line (it had to be drawn to	Oeconomicus	-	9/21/2002
124	On page 37 it confirms that most of the credit was drawn down in July. Now the 9	Braincramp	-	9/21/2002
123	On page 14 of the q2 results it states that credit available was 932 mill. If wh	Braincramp	-	9/21/2002
122	Yes they have csfb 364-day revolver listed L+1.05% jul-03 At that time they had	Braincramp	-	9/21/2002
121	Mirant will be fine, unless there is a substantial accounting problem yet to be	KyrosL	-	9/21/2002
120	Kyros, last I heard MIR has just about enough liquidity now to pay all the debts	Oeconomicus	-	9/21/2002
119	There is no question that MIR and ILA are bargains, but I strongly doubt that an	KyrosL	-	9/21/2002
118	One of the things that interest me about this sector is the possibility of take-	Larry S.	-	9/21/2002
117	The CFSB loan due in 2003 originally was a revolver due to expire in 2002, the b	KyrosL	-	9/21/2002
116	Those figures are correct if they draw down all their credit. example: Mirant C	Braincramp	-	9/21/2002
115	Here are MIR debt maturities as given by the CEO in Lehman power conference a co	KyrosL	-	9/21/2002
114	I think RRI's Ceo said that the debt coming due was unsecured.	Braincramp	-	9/20/2002
113	Darwinism in the IPP sector - shore up balance sheets early!: Energy Cos That Sh	Larry S.	-	9/20/2002
112	Mirant's debt maturity This info was taken from their second quarter report	Braincramp	-	9/20/2002
111	If the banks, or creditors force a company into chap 11, then they have first cl	Larry S.	-	9/20/2002
110	The slide show is also worth a quick look, EPS of 1.65+ in 2002, and modestly lo	tom pope	-	9/20/2002
109	POWER POINTS: Generators Must Prove Report Wrong, Or Die By MARK GOLDEN and JES	Winkman777	-	9/20/2002

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