Sign up or Log In

1 show sort by

You are not eligible to view 4 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
8	member 8/16/21 2:28PM Anyone update if still following, there was a lot of event-driven type of talk during recent earnings call given frustration with equity at 20% plus F
Thanks in advance. view available tags
7	member 2/27/21 3:05PM Re: Re: Re: Re: Well that was fun 6
The oil companies will certainly use force majeure but the costs on any increased cap ex to winterize plants will certainly be passed on by all the generators (EXC also disclosed $600M in losses and... login to read the rest view available tags
6	member 2/27/21 12:47PM Re: Re: Re: Well that was fun 5
I can't argue with the CAPEX issue although I think there will need to be some sort of pass through mechanism. I also thought there was a possibility of recouping losses via compensation from the view available tags
5	member 2/27/21 12:30PM Re: Re: Well that was fun 4
I listened to the call as well. I had a bit more negative take on the situation or at least a sense that there is more risk here. For one, there was an article out last... login to read the rest view available tags
4	member 2/27/21 10:53AM Re: Well that was fun 3
Hi Sid, There always seems to be an over reaction. Hopefully that is the case here. Stories floating on Bloomberg that some retailers are unable to pay the generators likely adding to the fears. I thought... login to read the rest view available tags