Enron Mail

From:sara.shackleton@enron.com
To:brent.hendry@enron.com
Subject:VCP Asset Monetization Strategy
Cc:
Bcc:
Date:Tue, 28 Sep 1999 02:22:00 -0700 (PDT)

FYI
---------------------- Forwarded by Sara Shackleton/HOU/ECT on 09/28/99 09:21
AM ---------------------------

Michael Guerriero@ENRON_DEVELOPMENT

09/28/99 04:49 AM

To: Marcelo Parodi/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ricardo D
Cunha/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mario
Trindade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John R
Ayres/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John
Guidry/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, J Douglas
McNeilly/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jose
Anson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Karl W
Pierce/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Waymon
Votaw/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Orlando
Gonzalez/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Orlando
Puppin/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob Anderson@ENRON, Bob
Crane@ECT, Remi Collonges/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie F
Estrems/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jose Lucio
Reis/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Luiz
Maurer/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maria Ines
Granado/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Carl
Tricoli/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Andrea
Bertone/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sara Shackleton@ECT, Lynn
Aven/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Ricardo
Lisboa/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Claudio
Marques/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Idel
Metzger/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Scott Porter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Don
Black/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Peter E
Weidler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, George
Wasaff/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brett R
Wiggs/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Robert
Gross/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, D'Arcy
Carroll/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
Subject: VCP Asset Monetization Strategy

We have committed to move forward with one Asset Monetization transaction to
fully address and resolve the issues and complexities involved and establish
a base template by which we can expand the strategy as we move forward in
Brazil. Votorantim Cellulose e Papel (VCP) is the targeted transaction due to
its size, diversity of opportunities, and management commitment.


The structure of the assets is as follows:




The currently identified opportunities are as follows:



The tasks to be accomplished are as follows:





The Team that we see on the project is listed below:





I would first like to ask each of you to provide feedback on what I have laid
out to date. With regard to process and go forwards I am seeking all input.
Below are some additional files for your use. We will co-ordinate initially
with each functional group and get everyone together as we move forward.
We have a commitment to complete Stage I with a proposal to the customer by
October 1st. It will take all of us to make that happen.

Thanks
MFG

Boiler Data



Questionnaire



Opps, Resp, Team



Asset Diagram



Steam Turbine I



Steam Turbine II