Seeking Alpha

Brian Manuel

Brian Manuel
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • California may face its biggest regional power shortages since the days of Enron this summer, as the state grid will be operating without Edison's (EIX) San Onofre nuclear power plant and two natural gas-fired units, while hydroelectric output will be at a three-year low. Even bigger shortages may await in the next decade as state environmental regulations force more plants to shut down. [View news story]
    How's Al Gore going to power his mansion? No Carbon footprint there.
    Apr 20 10:33 AM | 3 Likes Like |Link to Comment
  • Heavily-shorted Acme Packet (APKT +4.2%) rallies after announcing its session border controllers are now certified to work with Verizon's IP trunking services, as well as Microsoft's Lync Server unified communications platform. Acme has been hit hard this year by the impact of Verizon and AT&T's restrained wireline capex. (PR[View news story]
    Will ATT build out have big effect?
    Nov 8 12:01 PM | Likes Like |Link to Comment
  • HudBay Minerals (HBM +2.3%) greenlights its $1.5B Constancia copper project in Peru and strikes a $750M financing arrangement with Silver Wheaton (SLW +6.8%) to help pay for it. In exchange for the cash, HBM will sell a portion of the byproduct gold and silver production from the Constancia and 777 projects to SLW at below-market prices. (also[View news story]
    As a shareholder in SLW, i'm pleased to see this deal that highlights SLW's strength. Also with the silver spot in backwardation, this is a strong positive for the sector. Also, earnings are due at the close Thursday. Stay tuned.
    Aug 8 01:23 PM | Likes Like |Link to Comment
COMMENTS STATS
3 Comments
3 Likes