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Strategies & Market Trends
IPPs and Merchant Energy Co.s
An SI Board Since September 2002
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Emcee:  Larry S. Type:  Moderated
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933Mirant in buying range again, IMO. May hit the high 1s before bottoming. Got aKyrosL-1/13/2003
932It's a 500 MW addition to Seward. They already spent $500 mill on it and haKyrosL-1/13/2003
931what is the name of the waste coal plant? I past have visited a number of wasteNDBFREE-1/13/2003
930You don't want to cut plants that are more than 50% complete, if you have thKyrosL-1/13/2003
929I'm suprised DUK didn't cut capex further....still seems way too high. Keith J-1/13/2003
928I agree. To cut dividend would result in large selloffNDBFREE-1/13/2003
927DUK will maintain their div, believe me. div is 1.10/yr, even with lowered estimLarry S.-1/13/2003
926DUK is #1... Oh, you weren't talking hoops? Sorry. ;-)Oeconomicus-1/13/2003
925Given DUK's miss I'd be surprised if the dividend remains intact given tItsAllCyclical-1/13/2003
924I'm a novice in utilities investing/trading. As I read DUK's reports, I&George8-1/13/2003
923I agree DUK warning devastating. Sub 15 quite possible real soon, IMO.KyrosL-1/13/2003
922This appears to be a quite serious warning from DUK. Frankly I am surprised by Larry S.-1/13/2003
921DUK warns, sees no turnaround yet in merchant energy sector. biz.yahoo.com PreItsAllCyclical-1/13/2003
920Why would anyone sell RRI unless there is another stock that is a better buy? I Larry S.-1/12/2003
919Nah, I doubt it will do any good. I have written that guy a couple of times befKyrosL-1/11/2003
918It was also as I expected. MIR management is still clueless! And I see this stocBraincramp-1/11/2003
917Very strange indeed. Have you contacted Rapaport at the e-mail address at the entom pope-1/11/2003
916CC was as I expected, but provided no guidance for 2003. That comes end of FebruKyrosL-1/11/2003
915Reuters Debt-Laden Mirant to Sell More Assets Friday January 10,Larry S.-1/11/2003
914Did anybody listen to the MIR cc yesterday? From what I have read I can't cmajaman1978-1/11/2003
913Sold my ILD. Didn't like the tone of the Moody's note, and if they downKyrosL-1/10/2003
912Power Plant in Brea, Calif., Faces Buyer Blackout The Orange County Register, CaCopperfield-1/10/2003
911Allegheny Nears Deal To Avoid Bankruptcy Larry S.-1/10/2003
910Calif dems are at it again Please judge, can't you please don't make uPaul Lee-1/9/2003
909Exactly, Paul.LPS5-1/9/2003
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