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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
1758	Wow, isn't this interesting biz.yahoo.com Reuters Calif contract savings l	Paul Lee	-	4/7/2003
1757	El Paso's Banks/$3B Loan -2: Was Due To Expire In May By Tom Barkley	Joe Stocks	-	4/7/2003
1756	I have some May 5$ calls and shares of RRI. I was thinking that with FERC uncert	aniela	-	4/6/2003
1755	RRI above $5.00 by APril 18 ? Yes, and I have a bunch of calls, mostly May, some	energyplay	-	4/6/2003
1754	Apparently Tepper bought 4 million shares of RRI for his personal account recent	aniela	-	4/6/2003
1753	I am holding shares of RRI and am now wondering whether to write 5$, April cove	aniela	-	4/6/2003
1752	DJ Prosecutor Asks FERC Not To Release Reliant-BP Documents 04 Apr 07:30 by Jes	aniela	-	4/5/2003
1751	Appaloosa Management Ups Reliant Resources Stake To 5.8%	Larry S.	-	4/5/2003
1750	Barrons 0n California's role in the California energy disaster:	Larry S.	-	4/5/2003
1749	AES joins the list of re-financing utes, up 19% today: Refinancing plans boost	Larry S.	-	4/4/2003
1748	"At some point we're going to see the large institutional investors get	aniela	-	4/4/2003
1747	Two power generators buy more time But Reliant and Dynegy restructurings come	Larry S.	-	4/4/2003
1746	Allen, I sold myself the 2.50$ puts for jan04 and jan05. it is really strange th	aniela	-	4/4/2003
1745	weisia, they have had large(relatively) volumes and large bid/ask size for at le	Allen Furlan	-	4/4/2003
1744	Allen, i think the market is telling us the tale of the strengths of these compa	Larry S.	-	4/4/2003
1743	Allen, i have noticed that too about CPN puts. And they traded so many of them y	aniela	-	4/4/2003
1742	Larry, what is your speculation on the very high premium in cpn puts vis a vis a	Allen Furlan	-	4/4/2003
1741	At the top of the stretch, its RRI by a neck, CPN closing fast, MIR and DYN far	Larry S.	-	4/4/2003
1740	CPN and RRI are trading neck and neck. Which is the current buy and why?	DELT1970	-	4/4/2003
1739	Natural-gas prices expected to stay high through summer Adam Wilmoth www.ne	NDBFREE	-	4/4/2003
1738	Re duk. One way to leverage with small outlay is to sell uncovered puts. Jan 2	Allen Furlan	-	4/3/2003
1737	Better to be going up than down.....dems are just the rules;just as a side thoug	lazarre	-	4/2/2003
1736	Refinancing Victory Leaves Dynegy Decimated By Melissa Davis Staff Reporter 04	Paul Lee	-	4/2/2003
1735	and DUK sunk 5% yesterday for possible downgrading from A- to BBB+. go figure.	Larry S.	-	4/2/2003
1734	RRI just got a B on it's S&P report card: biz.yahoo.com	lazarre	-	4/2/2003

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