text stringlengths 1 4.46k | employee_id stringclasses 45
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How are ya? | dev33 |
What's the price per magnum? | dev33 |
How many am I allowed to get? | dev33 |
And what are the dates for Mazatlan? | dev33 |
Hope to see you guys soon. | dev33 |
Best, Jeff | dev33 |
I've heard nothing about any relief granted. | dev33 |
I will check and get back to you. | dev33 |
Mike, Jeanne: Have you heard anything about any relief on penalties that the PUC might have recently granted interruptible customers? | dev33 |
(Recall that Loretta has refused to allow folks on interruptible to get off those contracts.) Could you let me know as soon as you find something out? | dev33 |
Thanks. | dev33 |
Best, Jeff | dev33 |
we can all use the tax break that bush wants to give us and give to NPR! | dev33 |
We should be able to pull it together. | dev33 |
Mike, I don't have any information about siting or DSM bills. | dev33 |
Could you please add some very brief bullets to your original ones (factual ones rather than advocacy ones) that describe 1) what siting reform bills are out there, what they say, what the chances are for passing, and what the timing for passage seems to be at this point, and 2) same info for DSM. | dev33 |
Thanks a bunch. | dev33 |
Jeff | dev33 |
I'll put my suggested edits directly into the document and send to you for review. | dev33 |
Jeff | dev33 |
don't remind me. | dev33 |
i'll go ballistic. | dev33 |
you're welcome. | dev33 |
Apologies. | dev33 |
It's quick and dirty. | dev33 |
Jeff | dev33 |
Karen Denne has asked me to go along to the meetings tomorrow, which I've agreed to do, but wanted to run it by you two first. | dev33 |
Thoughts? | dev33 |
Best, Jeff | dev33 |
Here are my (very minor) suggestions. | dev33 |
I understand that the plan is to have the letter come from Ken Lay. | dev33 |
Given the current tone and structure of the letter, might be more appropriate to come from Chris, as originally drafted, but I've modified so that it comes from Ken Lay. | dev33 |
Best, Jeff | dev33 |
Be happy to talk tonite about how to pull this together. | dev33 |
Can't do it until 8:30-9PM tonite, though. | dev33 |
That too late? | dev33 |
And, if that's not enough, I don't have conferencing capability from home. | dev33 |
Suggestions? | dev33 |
Best, Jeff | dev33 |
Just to add: Evie represents (largely) the oil companies. | dev33 |
She represented that the suppliers that she represents are negotiating the terms of the agreement with PG&E. | dev33 |
She finished by saying that she was fairly confident that those negotiations would result in the gas suppliers that she represents signing PG&E's agreement and supplying gas under those agreements. | dev33 |
Best, Jeff | dev33 |
Thanks, Carolyn. | dev33 |
I can take a crack at the expansion questions, though someone else may want to also take a look at it, just to keep me honest. | dev33 |
I'll try to distribute first thing in the AM tomorrow. | dev33 |
Best, Jeff | dev33 |
I'd be honored. | dev33 |
No comments. | dev33 |
Chris, I'll have the summary to you shortly. | dev33 |
Jeff | dev33 |
Hi Rosalee: Attached is a summary of the proposal that ENA filed today in response to the RFP for power and gas issued by California's DWR. | dev33 |
Also attached is a copy of the complete proposal. | dev33 |
Steve Kean asked that I forward it along to you. | dev33 |
Could you please print out a copy and forward it along to Ken Lay prior to his departure for Washington D.C.? | dev33 |
Thanks very much. | dev33 |
All the best, Jeff | dev33 |
Told him the proposal is on his fax machine. | dev33 |
He thanked me and said he'd get back to us. | dev33 |
He was in a meeting. | dev33 |
That was the sum total of the call. | dev33 |
Thanks for all your help. | dev33 |
Real cat-herding exercise. | dev33 |
Best, Jeff | dev33 |
Thanks TJ. | dev33 |
Unfortunately, I presumed that I wouldn't get in, so didn't attend. | dev33 |
No problem, though, since the two classes that I did get into are great. | dev33 |
Thanks again. | dev33 |
Best, Jeff | dev33 |
Hi folks: Since we have only one page, the write up for number 4 will have to be verybrief. | dev33 |
Before writing it, though, I wanted to offer a few bullets regardinwhat angle we might take, and let folks respond, comment, counter, etc. before writing it up. | dev33 |
I'll clean and beef up once we've agreed to the approach we'd like to take to question #4. | dev33 |
Finally, I can work from my office on this this evening, which means that I can use the conference callcapability of my office phone to patch everyone in if we'd like to do a conference call. | dev33 |
If that's what folks would like to do, I'd prefer to do thcall at around 7 PM. | dev33 |
Just let me know. | dev33 |
Best, Jeff The question for #4 is: Stock price is down 23%, significant debt has already been tapped to suppormassive growth and covenants on that debt restrict taking on a lot more debt. | dev33 |
What should HD do w.r.t. | dev33 |
current operations and future growth strategy? | dev33 |
In the near term focus less on growth and more on getting margins and EBITgrowth back in line with results from previous years. | dev33 |
(Management,s Letto Shareholders alludes to this, but it,s difficult to determine whethermanagement is just paying lip service to the need to capitalize on the growspurt and grown earnings, or continue on the growth effort.) With respect to funding future (more moderate growth), the company does hasome room to increase long-term debt (e.g., current ratio for 1986 =3D 2.26It seems that HD would get better terms and have increased flexibility byissuing additional debt rather than relying on lines of credit. As such, Hought to look those sources of funding and fill in any &funding gaps8 with funds from the line of credit. Given the significant drop in stock price, HD is likely better off in thenear term 1) moderating growth, 2) improving performance to generate cashinternally, and 3) using long-term debt issuance to provide the funds needed. | dev33 |
Once performance and stock price improves, then HD should consider a stock issuance. | dev33 |
How can company improve operating performance? | dev33 |
Reduce selling, store operating expenses and pre-opening expenses Improve receivables turnover Improve inventory turnover Improve per store/sales Consider closing poor-performing stores All of which will improve margins Should company change its strategy? | dev33 |
If so how? | dev33 |
Shift from meteoric growth to moderate, targeted growth, and focus on generating positive cash flow from operations Focus on improving performance at existing stores; specifically focus on controlling costs and asset turnover and productivity Consider another debt issuance rather than rely extensively on credit line in order to decrease cost of funds and increase flexibility | dev33 |
Here is the gas settlement from California that we discussed on the conference call yesterday. | dev33 |
Best, Jeff | dev33 |
Ok, we're on for 7 pm. | dev33 |
i've got carolyn's and Mark's #s please pass along others and i'll originate the call from here. | dev33 |
mark, all of your points are good one's, less discuss them on teh call. | dev33 |
best, | dev33 |
u see my previous note? | dev33 |
sorry, i've been out of the office all day and just got in. | dev33 |
Just wanted to send a note to say that I'm very sorry that I couldn't make it to the meeting, miss catching up with folks, and hope that all's going well. | dev33 |
Hope to see you very soon. | dev33 |
Best, Jeff | dev33 |
check it out. | dev33 |
see george w. | dev33 |
and al rap. | dev33 |
very funny, indeed. | dev33 |
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