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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
2633	Excellent article on natural gas/energy economics, LNG transport, etc., from yes	RCMac	-	7/18/2003
2632	Here's a good discussion (RCMac knew it all already) Mirant Says Won't	tom pope	-	7/18/2003
2631	NICE TRADE DUDE.. eom	Larry S.	-	7/18/2003
2630	Sold my remaining MIR bonds this morning at around 74 cents -- bought them for 5	KyrosL	-	7/18/2003
2629	Not me. The unexpected expenses bit, without much further explanation, has me sp	tom pope	-	7/18/2003
2628	I picked up more at $4.05 ... >>>that second quarter 2003 operating re	Jerome	-	7/18/2003
2627	Excerpt from bankrupt.com's case-specific newsletter on Mirant: <i>Th	Oeconomicus	-	7/18/2003
2626	any takers on DYN on the dip with this news? -6%	Kelvin Taylor	-	7/18/2003
2625	Don't like the "higher than expected" corporate level expenses, in	tom pope	-	7/18/2003
2624	part 2 Southern Co. spun off Mirant at the tail end of the utility boom in ea	baggo	-	7/18/2003
2623	part 1 -Mirant Collapses Ken Silverstein UtiliPoint International - Jul	baggo	-	7/18/2003
2622	R.D. Buschman You wrote: "PS: Note, in the MIR case (according to reports	Fiscally Conservative	-	7/17/2003
2621	This won't help the general tone underlying our little sector, will it? Unle	tom pope	-	7/17/2003
2620	RCM, thanks for the comments. Re your last comment about going concern vs. liqui	Oeconomicus	-	7/17/2003
2619	My spin on the article posted below... CPN learned what happens when you take t	Broken_Clock	-	7/17/2003
2618	<i>assume Common gets zero and the bonds pay $.40 to $.70. Where does the	RCMac	-	7/17/2003
2617	mirkq up 28%!!!! to da moon! $4 by friday!!!! hey, somebody has to keep up the	Broken_Clock	-	7/17/2003
2616	I think Larry's answer makes sense, J.D., maybe RCMac, our resident counsel	tom pope	-	7/17/2003
2615	in your scenario, i believe the preferred are wiped out along with the common.	Larry S.	-	7/17/2003
2614	Ok lets assume Common gets zero and the bonds pay $.40 to $.70. Where does the p	jayhawk969	-	7/17/2003
2613	yep. and here's the para from the original prospectus when MIR was Southern	tom pope	-	7/17/2003
2612	Here is the whole paragraph. >>Mirant's balance sheet also reflects ap	Joe Stocks	-	7/17/2003
2611	Thanks	tom pope	-	7/17/2003
2610	This from the BK filing.... "In addition, Mirant issued approximately $356	Joe Stocks	-	7/17/2003
2609	I still can't believe that Marce has not stepped down or been fired yet. KJ	Keith J	-	7/17/2003

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