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Beim stöbern bin ich gerade auf folgenden Bericht gestoßen. http://www.bayarea.com/mld/mercurynews/business/3135127.htm Das Ende halte ich für wissens- und lesenswert, was Andys Skepsis untermauert: "... A few months ago, when Calpine`s stock was higher than it is now, Calpine Chief Executive Pete Cartwright said he couldn`t imagine that Calpine insiders would be selling unless they ``really, really had a problem.`` And Calpine officials said there was no need to sell new stock to complete their building program. Well, not only is Calpine selling 69 million new shares, but Cartwright, as part of a planned program to deal with expiring options, announced Tuesday that he intended to sell 706,830 shares. For that matter, any investor ought to question Calpine`s numbers for the rest of the year. In the conference call Wednesday, CFO Kelly said he expected the company to make from $1.50 to $1.60 a share before so-called ``non-recurring charges.`` The problem is, some charges do recur. One of them is the cancellation penalties for gas turbines ordered but not used, which resulted in a $168.5 million charge in the first quarter. The company`s annual report says Calpine is committed to buy $1.1 billion worth of turbines this year -- and could face more penalties. For that matter, even his $1.50-to-$1.60-a-share figure assumes that the weather will turn in Calpine`s favor (read: hot summer, cold winter) after a very mild winter. The bottom line? You can make money on CPN. But you`ll need antacid to do it. Not everyone has a stomach lining strong enough. ========== Hmmm: Aufs Wetter in den USA wollte ich nicht spekulieren, sondern mein Geld langfristig anlegen.... |
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| aus der Diskussion: | Calpine |
| Autor (Datum des Eintrages): | Ant@res (29.04.02 12:12:35) |
| Beitrag: | 116 von 251 (ID:6287768) |
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