Dynegy : Jetzt zugreifen ! - 500 Beiträge pro Seite

[DirkNowitzki]

unbeliebter COO Steve Bergstrom tritt zurück,
Restrukturierungsplan
nur der Geschäftsbereich EnergieHANDEL wird aufgegeben,
Panikartige Verkäufe,
Chance jetzt zu profitieren

[Kurumba]

meinst du etwa die nachricht vom 14. 6.

[DirkNowitzki]

Nein, die Nachricht von heute, damals wurde der Rücktritt nur in Erwägung gezogen.
Aber Experten bewerten die Meldung positiv!
Morgen kann man vielleicht bei noch niedrigeren Kursen ein Schnäppchen machen, aber seit Enron ist das natürlich alles nicht unriskant.

Dennis Dobson
Senior Business Analyst
Pacific Gas & Electric



CHOPPING BLOCK
Every accountant worth his salt will tell you the fastest and most effective way to increase earnings is to reduce head count. Labor costs are a huge expense. Looks like DYN is going to cut about 1/5 or 1/4 of their workforce which is hugh. The cuts are "targeted" so they`re not cutting jobs that support profitable operations. Major good news.

STOP THE BLEEDING
Shuting down the trading operation is the right
business decision for DYN. Remember, less than 1/3 of DYN revenues came from trading so this is not a death blow to the company`s survival. They`ll be a smaller company but that`s okay as long as they`re profitable.
I would argue that this decision is even better than finding a trading partner because the profits just aren`t there in this environment so why put time and money into a JV that isn;t going to be a money maker?
Discontinuing an unprofitable operation is GOOD NEWS not bad news. As investors, we want a profitable company, size doesn`t matter.

NEVER SAY NEVER
You can bet that down the road when the economy recovers and starts humming again, that DYN can get back into energy trading if there`s a profit to be made. By getting their house in order now (restore credit ratings, strengthen B/S, cut expenses) they will be in a strong enough financial position to pursue this option in the future if and when it is advantagious to do so.

All in all, I`m very encouraged by the news today. DYN management continues to do make the right business decions today to enhance shareholder value tomorrow.

Just tune out all the "noise" from the talking heads and stay focused on all the things the company is doing to become more profitable.