IPPs and Merchant Plants, AES, CPN, DYN, NRG, others

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Non-Tech
IPPs and Merchant Plants, AES, CPN, DYN, NRG, others

An SI Board Since June 2000

Posts	SubjectMarks	Bans
16	5	0

Emcee: Gary105	Type: Unmoderated

Introduction Compact

Deregulation of the electric utility industry is a growing worldwide trend, starting in the UK, spreading to the US, and in parts of Asia and Europe.

This has spawned the creation of a new breed of electricity generators, Independent Power Producers (IPPs) and Merchant Plant Developers. The former receive a fixed rate for electricity, the latter receive a rate determined by spot market prices.

Unlike traditional utilities, the major players in this field are growing at solid double digit rates, rivaling those of leading technology companies, but often with less risk.

Among the pure plays are AES, CPN and a new issue, NRG. Many traditional utilities are creating de-regulated subsidiaries to pursue this field.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
16	agree, ila is selling at reasonable p/e. it's business is wholesale marketi	Gary105	-	8/2/2001
15	i have a lot of ILA, it should do well imo. Victor	Victor Lazlo	-	8/1/2001
14	I am beginning to reestablish positions, starting with NRG.	Gary105	-	8/1/2001
13	Smith Barney is very high on this stock, though they brought it public.	DELT1970	-	3/20/2001
12	<b><i>Calpine, an independent power producer, should benefit from de	neverenough	-	10/8/2000
11	I mentioned another player in this niche, ETR, in this article: streetsideinves	Dale Baker	-	9/21/2000
10	Power generation and power broking are hot (pardon the pun) with the huge electr	Dale Baker	-	9/9/2000
9	hello all ; come talk NRG, tell what you know about it..heard it mentioned on da	theo_b	-	9/8/2000
8	Terrific NRG earnings - all the estimates I found showed .06 and they brought in	Dale Baker	-	7/19/2000
7	thanks for article Chris. several points: 1. merchant plants make most of thei	Gary105	-	7/15/2000
6	Here's a great article on the power deals going on Gary. PWR taking the big	Skywatcher	-	7/10/2000
5	Gary...good article tying in with my last post> dailynews.netscape.com chris	Skywatcher	-	7/6/2000
4	As an aside market, PWR...quanta services is ready and poised to service this ma	Skywatcher	-	7/5/2000
3	As an aside market, PWR...quanta services is ready and poised to service this ma	Skywatcher	-	7/5/2000
2	Analysis as of July 3, 2000: CPN: market cap = $8.4B, p/b = 8.5, p/s = 8.7,	Gary105	-	7/4/2000
1	CPN Long as of today!! Just posting to get this discussion started.	darryl	-	7/3/2000

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