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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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Reply	Message Preview	From	Recs	Posted
83	Calpine to sell Canadian properties September 19, 2002 10:35:00 AM ET news.mone	Winkman777	-	9/19/2002
82	well spoken. thanks. larry	Larry S.	-	9/19/2002
81	Larry,IMO, repeat of pertinent information is helpful to those of us who have no	Allen Furlan	-	9/19/2002
80	Larry, IMO, LPS5's post was an appropriate and relevant response to Ray Dura	Oeconomicus	-	9/19/2002
79	LPS5 - when was this article printed?? seems like quite old news to me. I woul	Larry S.	-	9/19/2002
78	California's Energy Meltdown George Reisman Volume 19, Number 3 The state o	LPS5	-	9/19/2002
77	What's you point? Three posts to tell us that credit risk of trading counter	Oeconomicus	-	9/19/2002
76	Let's see if I understand this. The FERC has a plan to make electricity an e	Oeconomicus	-	9/19/2002
75	RISK CENTER, Part 3: Traditional Risk Analysis And Processes May Not Be Adequate	Raymond Duray	-	9/18/2002
74	RISK CENTER, Part 2: Enron Bankruptcy Raises Awareness Of Credit Issues, Begets	Raymond Duray	-	9/18/2002
73	Energy Risk - Energy Trading Companies, Credit Ratings Agencies, Re-evaluating R	Raymond Duray	-	9/18/2002
72	FERC - STANDARD MARKET DESIGN - Conspiring to Export Energy "Crises" N	Raymond Duray	-	9/18/2002
71	Not yet: "Septem	Larry S.	-	9/18/2002
70	Question :Is the spinoff of RRI from REI complete? Jerome	Jerome	-	9/18/2002
69	I will gladly add AYE to the portfolio and subject. I appreciate input from oth	Larry S.	-	9/18/2002
68	Larry, nice to see some interest on SI for this sector. I am surprised that aye	Allen Furlan	-	9/18/2002
67	Is there any chance that the government will come in and be a guarantor of the b	Larry S.	-	9/18/2002
66	You're right - most of the LBOs worked out for the banks. I was also there -	Oeconomicus	-	9/18/2002
65	I agree completely with the parallel you draw, I was in the banking industry at	tom pope	-	9/18/2002
64	The government had little choice in 1990-91 - they insured the deposits. They le	Oeconomicus	-	9/18/2002
63	excellent analysis. During the banking crisis, NO ONE wanted to own the banks.	Larry S.	-	9/18/2002
62	An historical perspective? The current environment for IPPs is not without prec	Oeconomicus	-	9/18/2002
61	Bushman,/ Larry...thanks for your responses. Given your somewhat different input	Jerome	-	9/18/2002
60	Jerome, I'd say free cash flow (after debt service and a maintenance level o	Oeconomicus	-	9/18/2002
59	Buffett bot at fire sale, gun at the head prices. Both DYN and WMB were on the	Larry S.	-	9/18/2002

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