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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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683More companies should publicly repeat the magic words of DYN's CEO...."Jerome-11/20/2002
682Thanks for the reply. I plan on talking with IR today and tomorrow if needed. ItsAllCyclical-11/20/2002
681Here are my answers 1. The CFO answered this question in one of the CCs. They KyrosL-11/20/2002
680Power markets need certainty like never before, competitive suppliers tell federCopperfield-11/19/2002
679Aquila Responds To S&P Cut DOW JONES NEWSWIRES Larry S.-11/19/2002
678KyrosL - If you don't mind a few RRI questions. I'm going call IR tomorItsAllCyclical-11/19/2002
677Being cogen can be a mixed blessing as while it improves economics to have 2 revNDBFREE-11/19/2002
676Dynegy To Focus On Cap Restruct To Avoid NYSE Delisting Larry S.-11/19/2002
675Also, a significant percentage of CPN's Texas portfolio is cogen, so they geKeith J-11/19/2002
674You have to consider how much of CPN's capacity is under long term contract.KyrosL-11/19/2002
673WOW!! In my opinion not good for CPN that they have so much of capacity in TexasNDBFREE-11/19/2002
672Here are the percentages for CPN DYN EP MIR RRI WMB ERCOT 31% 8% 6% 3% 1% 0%KyrosL-11/19/2002
671I can live with 1%. Got to believe they can use it all themselves. Have not seenNDBFREE-11/19/2002
670RRI has around 1% of its capacity in Texas.KyrosL-11/19/2002
669Found this news item and thought people might find it of interest. Given possiblNDBFREE-11/19/2002
668Other than RRI, i own bonds and cash. I had a basket of depressed utilities andKyrosL-11/18/2002
667Thanks for your analysis on RRI. I've been reading your posts for the past ItsAllCyclical-11/18/2002
666I may have to buy some more RRI. I've dabbled in it as a trading vehicle. mph-11/18/2002
665Reminds of me of during Donald Trump's bankruptsy a few years back. When inCommanderCricket-11/18/2002
664posturing to frighten the banks into recognizing that RRI has an out if they pretom pope-11/18/2002
663Kyrosl, thanks for the RRI explanation (eom) JeromeJerome-11/17/2002
662You are welcome. For more reading material here is the link to the 3rd quarter KyrosL-11/17/2002
661WOW - thanks for an incredibly detailed explanation. Sure sounds like a winner Larry S.-11/17/2002
660RRI retail business In Texas only Transmission and Distribution are regulated. KyrosL-11/17/2002
659could you explain what the retail business is? and how it differentiates from tLarry S.-11/17/2002
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