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Enron Mail |
Ben, would appreciate if I could get a copy of your model to make sure the
assumptions captured in your model are consistent with the one's I will use in pricing the deal. Thanks Gautam ---------------------- Forwarded by Gautam Gupta/HOU/ECT on 02/22/2000 01:47 PM --------------------------- Claire Broido 02/22/2000 01:42 PM To: Gautam Gupta/HOU/ECT@ECT, Elizabeth K Howley/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT cc: Benjamin Rogers/HOU/ECT@ECT, Berney C Aucoin/HOU/ECT@ECT Subject: UAE - LM6000 deal Gautam and Elizabeth- Perhaps you can work on this together, so that you get familiar with these LM6000 projects...there are only going to be more of them. Here is the info I just got from Ben about pricing up a new LM6000 project for UAE 4 LM 6000's in Lowell, MA (near Boston) 45 MW per turbine Use: Nepool Power Curve Transco Z 6 Gas Curve 5 year deal starting 5/01 Variable O&M : $2.25/MWh Heat Rate: (Ben will send us) Per Start cost: (Ben will send us) ENA would build the plant for UAE - and we would enter into a PPA with them to receive power from that plant (so we would want to get a $/kW-mo number somewhere between the desk's mid and bid price) Ben has put togethe ra model that does not include our curves, but he is looking at projects costs given a 70/30 debt/equity ratio, at 8.5%. The target return is 12% Ben would like to see our estimates of $/kW-mo on a yearly basis So, run this through Jim's dispatch model (in userpub/todd/jhs/sprd opt dispatch model 021800) - to calculate yearly $/kW-month numbers then we'll show the desk to get their estimates of $/kW-mo Thanks for your time! Claire
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