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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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2058deleterobbie-5/7/2003
2057See page 17 of the MIR Web presentation. media.corporate-ir.net ~~~~~~~~~~~~~~~~aerosappy-5/7/2003
2056No, but EBITDA does not include amortization.KyrosL-5/7/2003
2055<<off by more than $300 million from my projected cash flows back in Februaerosappy-5/7/2003
2054MIR's projected EBITDA of $800 million for 2003 is off by more than $300 milKyrosL-5/7/2003
2053First blush looks pretty interesting.... 2003 guidance at $800 mm EBITDA Only fromBermuda-5/7/2003
2052Mirant Provides Business Update and Operational Outlook* Continues to pursue sucPaul Lee-5/7/2003
2051PK, I checked the web site of NLY and they claim not to use derivatives - just ttom pope-5/7/2003
2050Re: <i>James Grant is a Perma - Bear (almost). </i> Now that's Raymond Duray-5/7/2003
2049Gas exports face backlash, energy regulator says Action suggested against price aniela-5/7/2003
2048I'm somewhat familiar with NLY having looked at the reits some time ago. GenBroken_Clock-5/6/2003
2047James Grant is a Perma - Bear (almost). Editor of Grant's Interest Rate Obsenergyplay-5/6/2003
2046I can see how permanently higher NG prices can help MIR and other power producerKyrosL-5/6/2003
2045James Grant?Broken_Clock-5/6/2003
2044Kyros, What are your thoughts vis a vis CPN, MIR with the impact of high NG pricBroken_Clock-5/6/2003
2043Off subject, bond yields. Grant was Friday monitor on nightly business report. Allen Furlan-5/6/2003
2042Desperate Shorts Will Try Desperate Measures By James J. Cramer 05/06/2003 03:0energyplay-5/6/2003
2041CNP is a transmission company now, so weak power markets don't affect it. KyrosL-5/6/2003
2040Looks like the time for the negative articles. Notice CNP did not drop today. energyplay-5/6/2003
2039STreet.com article on clouds over the energy sector: thestreet.comLarry S.-5/6/2003
2038I think we are seeing a market over reaction on Calpine. The overall yearly guidJerome-5/6/2003
2037I was a week early. I was referring, mistakenly, to the news release, sorry. &ltom pope-5/6/2003
2036i do not think there was any CC on Calpine, was there ??? this was just a preannaniela-5/6/2003
2035ouch, haven't read the CC, but there are several negative articles about theLarry S.-5/6/2003
2034I guess it would be fair to say that the CPN CC is not being well received. The tom pope-5/6/2003
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