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Enron Mail |
FYI.
Do not get overly excited about these number as things are moving significantly on the back end of the curve (i.e. be very conservative given MTM issues, credit reserves, etc.). As we have indicated this deal is a company maker. We thoroughly understand the PDVSA reserve issue and this is our number one priority to resolve. Thanks again for taking the time to join us on our trip to Ven. As we are in a critical stage of the deal, we will begin providing you a weekly progress report on the deal. Regards, Eric ---------------------- Forwarded by Eric Gonzales/LON/ECT on 03/02/2001 15:14 --------------------------- Enron Capital & Trade Resources Corp. From: Eric Groves 30/01/2001 23:12 To: Guido Caranti/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Emilio Vicens/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Eric Gonzales/LON/ECT@ECT cc: Subject: 20 YEAR SWAP MID IS NOW... MID $4.73 BID $4.13 MID VALUE OF 100% OF JOSE IS $928 MILLION. BID VALUE OF 100% OF JOSE IS $272 MILLION. (assuming $.60 spread) I AM WORKING WITH THE RAC GROUP OVER THE NEXT COUPLE OF DAYS TO IRON OUT SOME OF THE ISSUES RELATED TO ELBA MONTHLY LEASE COSTS, AND OTHER MODELING ISSUES. I WILL LET YOU KNOW WHAT WE FIND. THE RAC CONTACT IS STEINUNN. Regards, Eric
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