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MIRANT PLUNGES ON BONDHOLDER REPORT
CBS Market Watch ^ | 10 June 2003 | Lisa Sanders

Posted on 06/10/2003 10:50:24 AM PDT by MeneMeneTekelUpharsin

DALLAS (CBS.MW) -- Shares of Mirant took a dive Tuesday after it was reported that some of the power generator's bondholders are planning to derail a debt exchange offer that the company needs to complete to avoid bankruptcy. On June 2, Mirant (MIR: news, chart, profile) announced a plan to exchange $1.45 billion in unsecured debt for new secured notes with later maturity dates. The Atlanta-based company is also trying to refinance $3.45 billion of bank debt. See archived story.

In recent dealings, shares plunged 23 cents, or 9.1 percent, to $2.31 on heavy volume of 14.3 million. Citing unnamed sources, Reuters reported that holders of Mirant Americas Generation LLC debt are planning to file suit to block the debt exchange because they believe the deal favors holders of Mirant Corp. debt. James Peters, a Mirant spokesman, said he wasn't aware of any bondholders unhappy with the exchange offer and, to his knowledge, there has been no lawsuit filed against the company.


TOPICS: News/Current Events
KEYWORDS: debt; mirant; plunges
Fascinating roller coaster ride. Incredible volume as it fell. Institutions/Individuals buying a HUGE number of shares at the lower price. Someone knows something. Who in his/her right mind would buy that much if no hope of refinance were imminent? Someone have info?

Here's the Yahoo chart for today:

Click here for 1-day chart.

1 posted on 06/10/2003 10:50:24 AM PDT by MeneMeneTekelUpharsin
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To: BOBTHENAILER
FYI. Someone sold short in a massive way and someone else bought to go long in a big way. Huge volume on the dip....
2 posted on 06/10/2003 11:57:18 AM PDT by MeneMeneTekelUpharsin (De tal palo, tal astilla.)
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To: MeneMeneTekelUpharsin
I'm in for 500 shares.
3 posted on 06/10/2003 12:28:16 PM PDT by what's up
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To: MeneMeneTekelUpharsin
I'm in for 500 shares.
4 posted on 06/10/2003 12:30:07 PM PDT by what's up
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To: what's up
Is there somebody here on FR that can take your order? That's 1000 shares, right?
5 posted on 06/10/2003 12:33:38 PM PDT by RightWhale (gazing at shadows)
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To: RightWhale
Is there somebody here on FR that can take your order? That's 1000 shares, right?

LOL. Just posting the news about Mirant. Sometimes it's good, and sometimes it's bad. This is a VERY interesting stock to watch. If the refinance goes through, a lot of investors will do very well. If it doesn't go through, a lot of investors will be crying. It would be wise to do thorough d&d before investing. However, it IS FUN TO WATCH and talk about in the interim...at least in my opinion.

6 posted on 06/10/2003 3:21:10 PM PDT by MeneMeneTekelUpharsin (De tal palo, tal astilla.)
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To: RightWhale
Oh, and here is what "caused" the drop (not really). A story about someone wanting to sue to stop the plan to make the company solvent again. Click here for bondholder lawsuit story.

Some big boys took advantage of the news (in my opinion) to try and short sell the thing below $2.50 and keep it there, thus triggering margin calls (which probably can't be met) and causing MORE shares to be sold accelerating the decline. Then, the short sellers will cover AND buy shares to go long and make a killing. That's my opinion as to what is going on and we'll see within about two months whether I am right or not. Each individual posting here probably has an entirely different opinion.

7 posted on 06/10/2003 3:24:47 PM PDT by MeneMeneTekelUpharsin (De tal palo, tal astilla.)
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To: RightWhale
Not thanks...already in for 500. :)
8 posted on 06/10/2003 3:30:36 PM PDT by what's up
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To: what's up
I mean "no" thanks. I'm really screwing up with my posts today.
9 posted on 06/10/2003 3:31:39 PM PDT by what's up
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To: MeneMeneTekelUpharsin
Wow, looks alot like Fannie Mae did today. But at a much lower price.....
10 posted on 06/10/2003 3:32:44 PM PDT by Beck_isright (When Senator Byrd landed on an aircraft carrier, the blacks were forced below shoveling coal...)
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To: MeneMeneTekelUpharsin
I think some of the hyperventilation is from the Enron scare.

However, it's a new day and I believe energy trading will be back in vogue before too much time passes.

11 posted on 06/10/2003 3:34:01 PM PDT by what's up
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To: what's up
I think some of the hyperventilation is from the Enron scare.

I would agree. It has unduly affected SEVERAL energy producers. Some of them have recovered and others haven't. One or two have gone bankrupt. A major difference between Enron and many of the others is that Enron was trying to be "asset-free" and most of the IPPs (Independent Power Producers) have an incredible amount of assets to be pledged as collateral for loans.

12 posted on 06/10/2003 4:48:57 PM PDT by MeneMeneTekelUpharsin (De tal palo, tal astilla.)
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To: what's up
You blew it. The information was and is still there. Unfortunately, it jumped back up today. However, it will probably go down again tomorrow. If it will just stay down...
13 posted on 06/11/2003 12:38:25 PM PDT by MeneMeneTekelUpharsin (De tal palo, tal astilla.)
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