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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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3058i hold PWR as a long term play on the transmission situation. I did sell half Larry S.-1/19/2004
3057<i>Levitan said the region's transmission systems should be upgraded&ltom pope-1/19/2004
3056Reliance on gas comes with risks; Cold snaps, low supplies drain plants Jan 17 NDBFREE-1/19/2004
3055Don't know what PP&L's or Reliant's plan is but the 1,700 megawaJoe Wesley-1/18/2004
3054New Wisconsin NG peaker, Alliant picks Sheboygan Falls for power plant FacilityWinkman777-1/17/2004
3053New Wisconsin coal plants. DNR grants air permit for planned Oak Creek coal plaWinkman777-1/16/2004
3052Prior to the rally on DYN there was one trade that went through for 7 million shJerome-1/14/2004
3051DYN - what on earth???? EDIT - shorts are 11% of float, that might explain sometom pope-1/14/2004
3050Well there is just one more little thing I would add....something like $18 to $1grinder965-1/13/2004
3049whatever it is it is probably low. Believe there have been changes as to well spNDBFREE-1/13/2004
3048Only partially agree. Take a look at where Calpine built plants. They weren'NDBFREE-1/13/2004
3047How much of that NAV is natural gas reserves, I wonder?DELT1970-1/13/2004
3046The final two paragraphs in that DUK article help make the case for Calpine.DELT1970-1/13/2004
3045A DUK Article but IMO a Good Overview Article Market Glut Forces Duke Energy toNDBFREE-1/13/2004
3044a note on the moribund Mirant... Stock moved up over 45% this morning on share fromBermuda-1/13/2004
3043Morgan Stanley seeks Duke Energy's trading book Monday January 12, 6:14 pm ELarry S.-1/12/2004
3042WMB is breaking to the upside through the $10.97 resistance on pretty good volumDELT1970-1/12/2004
3041Yes, Jerome, I think that is correct too. That figure taken by itself isn'tBread Upon The Water-1/9/2004
3040DYN Options for Jan. at the 5 strike I talked with some option experts (friendsJerome-1/9/2004
3039Hi Will...thanks for your response. I forgot about the put/call ratio. I just loJerome-1/8/2004
3038Larry, I sold some DYN covered calls on part of my DYN position (1/3). So I'Jerome-1/8/2004
3037Jerome, You need to ascertain additional information. You need to know the ratBread Upon The Water-1/8/2004
3036assume you're talking calls. some people think that stocks gravitate to a sLarry S.-1/8/2004
3035Option Question concerning DYN The open interest on DYN for next Friday at the Jerome-1/8/2004
3034My guess would be southern Company or Entergy, the 2 large IOU's in the areaNDBFREE-1/7/2004
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