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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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2033Anybody notice how stupid this guy is: <i> "I'd rather that a stotom pope-5/6/2003
2032Calpine Provides First Quarter Update SAN JOSE, Calif., May 06, 2003 (Canada Neaniela-5/6/2003
2031Yes, but a crap shoot with these odds is one I'll play every day. Jimjim_p-5/6/2003
2030Hey, we never said it wasn't a crap-shoot. eomLarry S.-5/5/2003
2029HEARD ON THE STREET Troubled Energy Firms Get A Breather, but Debts Loom InvPaul Lee-5/5/2003
2028Short term lots of nuke plants down. May help companies make Q2 numbers.energyplay-5/5/2003
2027A gloomy view: <i>UPDATE(2): Dramatic Oversupply Of Power Seen In US Souttom pope-5/5/2003
2026a propos EP: First Quarter 2003 Net Income 5/5/2003 7:41:00 Paniela-5/5/2003
2025I take it back. <g> I'm just hoping they don't leave a lot of querobbie-5/5/2003
2024<b>NEVER??</b> even if you chicken out and sell, and it runs to &gLarry S.-5/5/2003
2023<i>MIR Conference call this WED. Will either hold for the long term or selrobbie-5/5/2003
2022MIR Conference call this WED. Will either hold for the long term or sell and nevBraincramp-5/5/2003
2021I am not touching the common till after I see 1st Quarter earnings and refinanciBraincramp-5/5/2003
2020Companies with fluid trading operations will likely do very well in the post enrLarry S.-5/5/2003
2019Hi Kyros - Thanks for your excellent work on RRI and MIR. One thing I have beenenergyplay-5/5/2003
2018I'd look more at convertible bonds, if available, or even straight bonds, whLarry S.-5/4/2003
2017The preferred is junior to the bonds, so in a BK it's probably worth zero, wKyrosL-5/4/2003
2016Kyros, your views on the convertible pfd would be very much appreciated - MIR.Atom pope-5/4/2003
2015I sold the common too early, when Mirant failed to honor their promise of a CC aKyrosL-5/4/2003
2014Kyrosl, I pulled this analysis you wrote up a while back. Very accurate in hinCommanderCricket-5/4/2003
2013Thanks Larry, I like that bond page you linked. eomfromBermuda-5/4/2003
2012Jerome has some good advice. That said, I would take a good look at some of theLarry S.-5/3/2003
2011>>>I want to get some risk averse friends into some current yield <&Jerome-5/3/2003
2010Can anyone offer their favourites for the bond side of the Utes play... that isfromBermuda-5/3/2003
2009With an hour and a half left in Friday trading , some one pushed the up button oenergyplay-5/2/2003
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