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Enron Mail |
David, thanks for the people listing.
Wes, we need 1999 and 2000 (including CE) ESA income statements for each market in as much detail as possible. Looking for un-necessary overheads and where the income brightspots lie. We would probably need the ESA 2001 budget (income, expense, cashflow and capital) for the trading/marketing/EES business and the asset/regulated business in seperate formats. A current balance sheet would be helpful as well. I think it may be appropriate for both of you to join us. You need to get your Visa issues worked out quickly - Kay can help. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 10/28/2000 12:53 PM --------------------------- David W Delainey 10/28/2000 12:54 PM To: James M Bannantine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Kay Chapman/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron Subject: Re: Itinerary Jim, what ever you think is appropriate. As far as the weekend, lets just play it by ear. At the meetings, I think it would be helpful to go through the following discussions/agenda: a) review the Brazilian and Argentine gas and power markets - flows, grid, participants (bids and offers), assets, pool structures, regulatory and political environment, currency and credit challenges, supply and demand & historical prices and volumes; b) review ESA's current regulated/un-regulated assets and generation strategy; c) review ESA current book positions, market views, products and product development; and d) brief review of other S. American markets. I assume that you will have the Argentines to Brazil for the discussion and any one else you think appropriate. Let me know what I need to do otherwise. Thanks Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 10/28/2000 12:43 PM --------------------------- James M Bannantine@ENRON_DEVELOPMENT 10/24/2000 02:44 PM To: Kay Chapman/HOU/ECT@ECT, David W Delainey@ECT cc: Marcia Manarin/SA/Enron@Enron@ECT Subject: Re: Itinerary I would suggest day one in Sao Paulo and day two and three in Rio. I would also suggest the Cesar Park in Rio, better location, although Copacabana Palace is more famous and classy hotel. Trip from Rio to Sao Paulo is like from Houston to Dallas, inconsequential, spend the first night in Sao Paulo, hotel next to the office, and second night in Rio, travel to Rio on Friday morning. Dave, call to discuss or I'll call you, including what would you like to do on Saturday, sightseeing, golf, surfing, work? To: Marcia Manarin/SA/Enron@Enron cc: James M Bannantine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT Subject: Itinerary I thought this Itinerary might be easier to read. If you could send me the phone number to the Rio de Janeiro office, I would greatly appreciate it. Also, Dave wanted to know if you could arrange transportation for them. He wants to be sure that we arrange transportation with someone you know. Thanks very much for your help and please feel free to call me with any questions (Kay 713-853-0643). Regards, Kay
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