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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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783Stand and Deliver Exelon survived the power industry's faLarry S.-12/21/2002
782Hey Guys...I have done a quick read of the Mirant financials and haven't deJerome-12/20/2002
781From Mirant, last trade I saw AH was 1.69 <i>Mirant Reports Third Quartertom pope-12/20/2002
780A bullish article on power producers for a change. online.wsj.com Excerpt on RKyrosL-12/20/2002
779RRI has essentially the same capacity as MIR and less debt and in addition it haKyrosL-12/20/2002
778Kyros, Why do you think RRI is heads and shoulders above MIR - is it just accouKeith J-12/20/2002
777TE getting knocked down, likely because of $500mm shelf registration: biz.yahoo.Larry S.-12/20/2002
776Protecting the Crown Jewels: Forbes Magazine The Electric Genie ThursLarry S.-12/20/2002
775FERC quantifies the refunds due to the various IPP's by California.... Note Jerome-12/20/2002
774More, from the CFTC side this time <i>Dynegy, Venture Settle U.S. Case Ontom pope-12/19/2002
773No time for towel tossing.... The news from these companies has had a positive Jerome-12/19/2002
772lose some, win some: <i>FERC Judge Rejects Nevada Attempt To Undo Power Dtom pope-12/19/2002
771From a TA perspective DUK is forming a pennant from late Aug to present. It hasItsAllCyclical-12/19/2002
770i charge a fee as a contrary indicator. ggg good point. larryLarry S.-12/19/2002
769I don't think EP is going BK. Unlike many of the IPPs and reg utils they haItsAllCyclical-12/19/2002
768Only own RRI in the sector, after being convinced it's head and shoulders abKyrosL-12/19/2002
767Well, I think the only one going bk is EP. <g> But even that is a long shMark Adams-12/19/2002
766Value, like morality, is in the eyes of the beholder. book value is a somewhat Larry S.-12/19/2002
765I would be somewhat concerned that on repeal of the PUHCA (possibly early next yMark Adams-12/19/2002
764interesting, plus my earlier post about utility mergers in 2003. I think we wilLarry S.-12/19/2002
763FERC Clears Two Banks to Trade Power biz.yahoo.com FERC Denies UBS, BOA BlanketMark Adams-12/19/2002
762Takeovers no panacea for utility bonds-analysts Wednesday December 18, 10:18 am Larry S.-12/18/2002
761It also gives California a little more leverage if they care to negotiate settleNDBFREE-12/18/2002
760Think it's a fishing expedition they want to go on or that they have somethiOeconomicus-12/17/2002
759depends on what they did and what they findPaul Lee-12/17/2002
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