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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
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ReplyMessage PreviewFromRecsPosted
333POWER POINTS: Peak Power Needs Its Own Market By MARK GOLDEN A Dow Jones NeKyrosL-10/6/2002
332Here is what struck me from Jubak's article: <<But it isn’t as easy toKyrosL-10/6/2002
331Hi Larry, Thanks for that interesting perspective from Jim Jubak. Re: <i&gRaymond Duray-10/6/2002
330Jubak on DUK and others: moneycentral.msn.comLarry S.-10/6/2002
329Re: <i>This is getting beyond unreal. </i> I nonconcur. I believe iRaymond Duray-10/6/2002
328Re: <i>Dividend cuts are not necessarily a bad thing.</i> LOL! ThanRaymond Duray-10/6/2002
327Larry, I'd read very carefully what Kurt Wulff has to say about how these MMark Adams-10/6/2002
326Energy Partnerships Amid Deals Galore Saturday October 5, 6:27 pm ET Larry S.-10/5/2002
325re RRI/Orion, I think it was just post Enron- Nov 2001. And the party on the opMark Adams-10/5/2002
324Sure seems stupid now. What was the rationale at the time of purchase? It was Larry S.-10/4/2002
323Orion at this point is only contributing 27 million to the bottom line as of Q2.Braincramp-10/4/2002
322I think that we are "close enough" to a bottom here. Just switched myWinkman777-10/4/2002
321looks like the liquidation was Monday thru Thursday, we may be getting to the entom pope-10/4/2002
320Larry, especially when you compare their yields with what you get for TreasuriesKyrosL-10/4/2002
319My understanding about TXU low tangible is that it's OK. Its cash flow is pKyrosL-10/4/2002
318Whoops, I either had a bad feed or my eyes are bad. RRI now showing just 2.4 milJoe Stocks-10/4/2002
317The decimation of electrical utilities makes me think that they are either CLECsLarry S.-10/4/2002
316RRI- Chewing through a bunch of overhead supply. 12 mil shares traded. JoeJoe Stocks-10/4/2002
315Kyros- Any comments about TXU's low tangible ratio to book. Also, Any thoughJoe Stocks-10/4/2002
314UTILITIES/ENERGY: Mirant doing well in Philippines * The three most profitableOeconomicus-10/4/2002
313<It has been expanding rather recklessly abroad> I for one am extremely cNDBFREE-10/4/2002
312TXU may come into buying range once it hits mid to high twenties. In the past iKyrosL-10/4/2002
311TXU looks to me to have some strong downside risk. Market cap of $9.2 bil and a Joe Stocks-10/4/2002
310*DJ TXU Lowers Guidance Due To Low Wholesale Prices >TXU *DJ TXU Says LiquidJoe Stocks-10/4/2002
309*DJ Banc Of America Ups Reliant Resources To Mkt Perf >RRIJoe Stocks-10/4/2002
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