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Macquarie analyst Angie Storozynski asks about $NRG's sensitivity to gas integrates, the correlation between heat waves and gas especially in Texas. CEO Mauricio Gutierrez said that moving the value of the portfolio by $0.50 is based on economic generation seen at current markets. As commodity prices move, sensitivity to $0.50 move will be greater.
Late realization to $T that it cannot compete in the unlimited data market with its existing plans! Its newly launched plans seem more reasonable.