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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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458a few "good" electric utilities: A Few Utilities Shine as Energy StocLarry S.-10/13/2002
457re TE, did the additional stock sale indicate more financial weakness for TE?: bLarry S.-10/13/2002
456re CNP; It looks like raising 400 million in equity would create about 15% diluMark Adams-10/11/2002
455UK article on Power pricing. news.ft.com TXU draws down credit lines; biz.yahMark Adams-10/11/2002
4544:02pm 10/11/02 [RRI] RELIANT RESOURCES SLAMS CPUC UNOFFICIAL REPORTJoe Stocks-10/11/2002
453SGR- reports Monday am before open. No current position but I'm going to watJoe Stocks-10/11/2002
452DYN- up 30%. Comparing book value, RRI is cheaper than DYN. Bot some more RRI toJoe Stocks-10/11/2002
451John Templeton on CNBC tonight 8:30 PM. eomLarry S.-10/11/2002
450SO- Down today. That's interesting. eomJoe Stocks-10/11/2002
449The CNP credit facility has been approved. Maybe that will be a plus for RRI. WBraincramp-10/11/2002
448Joe, thanks for URL eomLarry S.-10/11/2002
447The reason I like EP so much is the relative risk/reward and the downside. I thItsAllCyclical-10/11/2002
446CNP- Lost all it's gains. hmmmm..... eomJoe Stocks-10/11/2002
445Larry, Here is the link I think he posted. It just shows the top 25 holdings butJoe Stocks-10/11/2002
444I would like to have some more CPN too. RRI is still my fav for possible appreciJoe Stocks-10/11/2002
443XLU - what was the URL that described the holdings of the XLU? tia. larryLarry S.-10/11/2002
442Just added 3,106 shares of RRI at the real time price of 1.61 to the zzport. NowJoe Stocks-10/11/2002
441Added MIR at 1.32. All the bad news is out imho and it didn't tank yesterdaItsAllCyclical-10/11/2002
440CPN having another good day. Up 16%. Opened a position yesterday @ 2.00. JoeJoe Stocks-10/11/2002
439Bot 1470 shares of ILA for the port at the open price of 3.40. JoeJoe Stocks-10/11/2002
438Larry, My thinking was that they probably have relationships with the same banksJoe Stocks-10/11/2002
437TE increases secondary offering to 17 mil shares: biz.yahoo.com Over 10% dilutItsAllCyclical-10/11/2002
436Joe, I think that RRI's financing is quite separated now from CNP's. I Larry S.-10/11/2002
435News from ILA, EP and CNP. Maybe we will see some positive movement. JoeJoe Stocks-10/11/2002
434The CNP credit facility has been approved. Maybe that will be a plus for RRI. Joe Stocks-10/11/2002
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