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Enron Mail |
Jeff,
I don't think this transaction makes sense. We should not keep increasing our exposure in one area, given that we can deploy our capital in a more efficient way elsewhere, without taking illiquid, long-term positions. Vince From: Jeffrey A Shankman 08/29/2000 10:30 AM To: Eric Gonzales/LON/ECT@ECT, Joe Gold/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT cc: Subject: Hyundai Merchant Marine LNG Draft DASH Has any of you seen this? Ideas, comments, feedback? Thanks for the timely response. Jeff ---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/29/2000 10:21 AM --------------------------- From: Rick Buy 08/29/2000 08:37 AM To: Jeffrey A Shankman/HOU/ECT@ECT cc: Subject: Hyundai Merchant Marine LNG Draft DASH This is a draft of the dash we are putting together. Michael Tribolet works in my group and feel free to contact him if you have specific questions. I also spoke with Frevert re Lng and he informed me that if project Summer happpens, Lng goes with Summer, if not, it is transferred to you. What happens in the mean time is anyone's guess. Lets discuss . Rick ---------------------- Forwarded by Rick Buy/HOU/ECT on 08/29/2000 08:32 AM --------------------------- Michael Tribolet@ENRON 08/28/2000 08:15 PM To: Rick Buy/HOU/ECT@ECT cc: Subject: Hyundai Merchant Marine LNG Draft DASH Here is the draft of the DASH. While having a positive NPV, many of the trials run are negative due to defaults.
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