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Enron Mail |
Rick,
I'm not sure Felipe understands that he needs to finalize the model with me first before he sends around a "lender package" for the senior guys to review. We are still trying to make everything make sense, make certain strategic decisions on presentation, and make all of the presentations tic and tie as Connie would say. I believe we will have no problem accomplishing all of this by early Monday and then you and Laine can review and make additional changes if you like. We can talk on Monday as well about how we handle Shell, but an expedited approach should be doable with the right spin. However, I am concerned that the base case you agreed with Johanas is no longer accurate given the status of Laine's negotiations. I did not understand specifically your question about cash below. Could you clarify this particular concern further for me so I can look into it. I am going to get much closer to the model this time than last because of the turnover due to Robert and Joana moving on. Give me a call if there is anything else you want me to look into. Regards, Rob Richard A Lammers 12/15/2000 04:36 PM To: Felipe Ospina/NA/Enron@ENRON cc: Tracee Bersani@ECT, Christiaan Huizer/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Laine A Powell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Rob G Gay/NA/Enron@Enron Subject: Re: Cuiaba Lender Package hy are we excludung cash from the lender model.Did we not do this last time.I think shell required this. We also need to put on these models that this is Enron's latest update and send to shell simultaneaously or get shell's approval first( which ain't going to happen quick)
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