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8/17/16 2:59PM
Re: Re: Re: Re: percentage of earnings from peak power prices
4
Pathbska,
Thank you very much for the timely clarification around growth/maintenance capex b/w '10-15 (and forward looking), this is very helpful. I guess the point I was trying to get at was for the past 18-24... login to read the rest
Re: Re: Re: percentage of earnings from peak power prices
3
Value1929, thank you for the important question.
The picture has been a bit more complicated the past five years. Between 2010 and 2015 the company bought back $2.8 billion in stock while increasing net debt by... login to read the rest
Re: Re: percentage of earnings from peak power prices
2
Hi Pathbska, thank you for the write-up.
I'm having trouble reconciling that mgmt. will aggressively use FCF for buybacks, especially after the lowered adj. EBITDA guidance. In the most recent slide deck, pg 15. they... login to read the rest
Hi chris815, glad to have posted and thanks for your question.
If you take Calpine's EBITDA in 9M 2015, 37% came from the West, 25% from ERCOT (Texas) and 38% from the East region. In the West... login to read the rest
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