text stringlengths 1 1.9k | employee_id stringclasses 45
values | __index_level_0__ int64 0 36.6k |
|---|---|---|
This would always put a Seller at a disadvantage. | dev29 | 22,758 |
Steve, This is landing at a bad time. | dev29 | 22,759 |
I'm going to be in Omaha going over the 2002 plan, and doing other business. | dev29 | 22,760 |
Unfortunately, I cannot reschedule this one so I'll have to miss the Wine fest. | dev29 | 22,761 |
Kim, I would like to look further into getting onto the MOD Board. | dev29 | 22,762 |
Any suggestions on what to do? | dev29 | 22,763 |
Thanks. | dev29 | 22,764 |
Dan | dev29 | 22,765 |
Cindy, I will handle and respond to the attached. | dev29 | 22,766 |
Dan | dev29 | 22,767 |
Eric, I'd suggest: Janet Place--Legal Mary Kay Miller--regulatory Technical--??? | dev29 | 22,768 |
talk with Phil Sound O.K.? | dev29 | 22,769 |
Dan | dev29 | 22,770 |
Stan, I just glanced at your new org. | dev29 | 22,771 |
chart and thought I'd make a comment (or really more of an observation). | dev29 | 22,772 |
Jesus had 12 direct reports and screwed up on one of them, so while I agree that a flat organisation is best, I think that you'd better be very careful or you get a godlike ego. | dev29 | 22,773 |
Dan | dev29 | 22,774 |
Cindy, No. I'll give her mine and Eric's. | dev29 | 22,775 |
I fear that if she has Stan's, he'll get random calls that shouldn't rise to his level, and you'll lose control of your ability to screen his calls for priority. | dev29 | 22,776 |
Dan | dev29 | 22,777 |
Larry, At what point do we consider taking off the '02 hedges? | dev29 | 22,778 |
Is that a game we should play or not? | dev29 | 22,779 |
What is your view of market for '01 and '02? | dev29 | 22,780 |
Dan | dev29 | 22,781 |
Stan, Last week we coordinated with Steve Kean, Rick Shapiro, Joe Hartsoe and the Washington office, so that they would make sure that our objections (as outlined in Dennis's communication below ) to certain portions of Bingaman's proposed legislation would be heard. | dev29 | 22,782 |
They've all been working on the issue this week and will continue through the Bingaman hearings. | dev29 | 22,783 |
Williams, El Paso and Duke have all done the same. | dev29 | 22,784 |
Dan | dev29 | 22,785 |
Cindy, No. This are working meetings which kick off the due diligence review for each of the withdrawn partners. | dev29 | 22,786 |
So, everyone will be sending their worker bees only. | dev29 | 22,787 |
Dan | dev29 | 22,788 |
Stan, Take a quick glance at this. | dev29 | 22,789 |
Dan | dev29 | 22,790 |
Stan, The initial numbers from El Paso (as a Seller of their interest) would have equated to a 14 to 15x EBITDA with a valuation more in the range of $180m. | dev29 | 22,791 |
While we knew that they wouldn't be a buyer at that price, we expect that they would come in at $80-$90m. | dev29 | 22,792 |
They have yet to respond. | dev29 | 22,793 |
In the mean time, we are sitting on Deb's lowball (by her own admission) offer for two to three more days. | dev29 | 22,794 |
Dan | dev29 | 22,795 |
Eric, Julie has asked to take vacation on Friday, so we'll need Susan to cover phones, faxes, and general office business on Friday until 6:00 Eastern/ 5:00 Central. | dev29 | 22,796 |
Based on our efforts in Washington this week, Friday could be a very busy day. | dev29 | 22,797 |
Dan | dev29 | 22,798 |
Pat, Thanks. | dev29 | 22,799 |
I appreciate the input. | dev29 | 22,800 |
Let me know if anything pertaining to the specific routing of the line begins to bubble up. | dev29 | 22,801 |
Dan | dev29 | 22,802 |
Greg, I have no interest for ETS. | dev29 | 22,803 |
Dan | dev29 | 22,804 |
Kim and John, I agree with Kim's second point. | dev29 | 22,805 |
I don't know how Ballentine's language works--there doesn't seem to be an offer and acceptance of anything specific. | dev29 | 22,806 |
I'd like to at least have a contract that has either been negotiated with the third party of the ability to negotiate it myself. | dev29 | 22,807 |
Can we clean this language up a little? | dev29 | 22,808 |
Dan | dev29 | 22,809 |
Kim and John, I assumed that we'd moved away from that point in favor of the right to match. | dev29 | 22,810 |
Is that not the case? | dev29 | 22,811 |
Dan | dev29 | 22,812 |
Stan, The teleconference today (with TCPL) held nothing really new. | dev29 | 22,813 |
We did agree not to bring in any other third parties, such as El Paso, at this time. | dev29 | 22,814 |
TCPL noted that they would be interested in a roles as the developer (and perhaps as the operator or some or all of the new line), and would also expect to be responsible for all Canadian legal and regulatory matters. | dev29 | 22,815 |
They acknowledged that we have more expertise in the areas of US rates and regulatory and legal, finance, commercial and marketing activities and would expect that we take the lead there. | dev29 | 22,816 |
We are working toward a first cut on a JV structure over the next two weeks. | dev29 | 22,817 |
Dan | dev29 | 22,818 |
No interest. | dev29 | 22,819 |
Shelley, I haven't seen any invitation list for Friday's Plan Review with Stan yet, but we are up at 10:00 and will go until 1:00. | dev29 | 22,820 |
I'd like you to be in through the whole thing if possible. | dev29 | 22,821 |
After that, do you think that you and I should walk through the whole plan with the key people in your group (and maybe Steve's)? | dev29 | 22,822 |
Give me a call if you haven't received the Plan handouts by tomorrow. | dev29 | 22,823 |
Thanks. | dev29 | 22,824 |
Dan | dev29 | 22,825 |
Shelley, I was thinking just revenue, but we can just as easily do O&M, too. | dev29 | 22,826 |
Which would you prefer? | dev29 | 22,827 |
Dan | dev29 | 22,828 |
Dennis, I'm fine with the letter. | dev29 | 22,829 |
And, I think that it should be well received. | dev29 | 22,830 |
Dan | dev29 | 22,831 |
Yes | dev29 | 22,832 |
We wouldn't. | dev29 | 22,833 |
I'll talk with Kim. | dev29 | 22,834 |
Eric, I'll be talking with John sometime this afternoon. | dev29 | 22,835 |
Dan | dev29 | 22,836 |
Thanks | dev29 | 22,837 |
Eric, FYI, I had my Assistant look back through call logs for the past ten weeks--John never called once. | dev29 | 22,838 |
I called him yesterday and left him a lengthy message and received no return call. | dev29 | 22,839 |
I called again today and received no return call. | dev29 | 22,840 |
You may have a good relationship with these guys, but I think that John may be a bit flaky and would question his veracity. | dev29 | 22,841 |
I'll try one more time, then I'll call it quits. | dev29 | 22,842 |
Dan | dev29 | 22,843 |
Rod, This would be preferable, but I don't understand what rules could be changed to alter the existing accounting treatment. | dev29 | 22,844 |
Also, Kent's numbers do not decline over the suggested ten year life of the project, and I'd bet that the injection and withdrawal rates decline just like they did after the project was initially developed. | dev29 | 22,845 |
The other thing to keep in mind is that there will be no long term contracts securing the anticipated cash flow. | dev29 | 22,846 |
We will be relying on our storage desk to secure margins in the short term market (which is the only way to do high injection/high withdrawal storage to capture short term market anomalies). | dev29 | 22,847 |
Are you okay with that? | dev29 | 22,848 |
I am. | dev29 | 22,849 |
Dan | dev29 | 22,850 |
Martha, Would you drop me a quick note and update me on your progress? | dev29 | 22,851 |
Is there anything that you need to be doing at this point? | dev29 | 22,852 |
Also give me your general feel for the market's receptiveness to date, the caliber of Luminent's staff, and how the relationship is going so far. | dev29 | 22,853 |
If you have some available time next week, call Julie and get on my calendar. | dev29 | 22,854 |
Thanks. | dev29 | 22,855 |
Dan | dev29 | 22,856 |
Janet, I'd like you to talk with Rafael if you have time. | dev29 | 22,857 |
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