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don't know what to think of this summer longer term. | dev34 |
certainly not as easy as it was last summer when it was obvious $3 was not equilibrium for gas. | dev34 |
now $6 for this summer, i don't know. | dev34 |
we're gonna have to inject the hell out of gas and keep some demand priced out for a long time. | dev34 |
but we will feel production increase hit the market. | dev34 |
just buy vol. | dev34 |
i said i'm a vp and run natural gas derivatives trading and she asked if she could eliminate derivatives because then she'd have to write two more sentences about what that was. | dev34 |
i don't ask...i think he think he'll jinx it if he talks about it. | dev34 |
speed on eol message for monday how to move to algorithms dave or tom moran | dev34 |
telerate on my computer at home is not working. | dev34 |
can you get fixed? | dev34 |
john | dev34 |
I'll be there | dev34 |
of course. | dev34 |
i think you have a few favors in the bank with me. | dev34 |
do you need 4 or 8? | dev34 |
we'll do it next time you're in town. | dev34 |
thanks, john | dev34 |
no thx i'll send them soon | dev34 |
try jshankm@enron.com john | dev34 |
checking to see if you're still on for dinner. | dev34 |
wine room at aldo's at 7:00. | dev34 |
drinks at your place before? | dev34 |
john | dev34 |
Tom: My assistant spoke to Judy Smith about myself and my partner grabbing an extra seat on the jet to Tampa. | dev34 |
My partner and I were invited to the game by a couple of gentlemen from New York that I do business with. | dev34 |
Unfortunately, since I run the nat gas derivatives desk and February expiration is next Monday, the only way we could go is if the jet were coming back Sunday night. | dev34 |
No commercial flights would get us back in time. | dev34 |
Judy indicated it was fine if we caught a ride on the way back, so my contacts in NY booked the trip, including buying game tickets. | dev34 |
I am now hearing that you may be leaving early Sunday night. | dev34 |
I was just wondering if your plans had firmed up. | dev34 |
Obviously, it would be tremendously helpful to me if the plane were leaving after the game. | dev34 |
Please advise, John | dev34 |
fine | dev34 |
Hey: Sorry I've taken a few days to respond. | dev34 |
Just the more I think about it, the worse of an idea it seems for both of us. | dev34 |
There is nothing good that can come of it either professionally or personally. | dev34 |
I still regard you as a good friend. | dev34 |
Nothing has changed that nor do I think we need to act weird around each other going forward. | dev34 |
Something I think we both wanted to try and we did. | dev34 |
Maybe best left there though. | dev34 |
John | dev34 |
Gentlemen: The following champagne is available at 70% of approximate retail price. | dev34 |
Also have interest in trading for red wine. | dev34 |
Retail prices derived from Spec's website or Winesearcer.com. | dev34 |
Wine has been stored at temperature controlled private wine storage facility. | dev34 |
Quan Vintage Wine Retail 3 1990 Perrier Jouet Brut Fleur de Champagne 110 Any interest?? | dev34 |
Hey: Any interest in King Biscuit after work?? | dev34 |
huh? | dev34 |
Greg: Somehow I talked Lavo into it. | dev34 |
Can you reserve your jet for this Sunday around midnight? | dev34 |
Thanks, John | dev34 |
Guys: We are going to run EOL on Sunday from 2-4 pm due to the big game. | dev34 |
Can you post a message on EOL to that respect. | dev34 |
John | dev34 |
Andy: I just briefed Lavorato on the credit issues. | dev34 |
His comment was that Bradford is going through defcom 3 over California right now and to give him a week when things start to get sorted out there. | dev34 |
John | dev34 |
Please respond to Jennifer | dev34 |
you're done | dev34 |
check with mike and dutch. | dev34 |
can they come any earlier? | dev34 |
thank you four you're note. | dev34 |
i am only twelv years old so i wont bid anymore. | dev34 |
i am sorry. | dev34 |
Contact Andy Rowe at 713 966 2107. | dev34 |
They are a medium term fundamental energy player. | dev34 |
They have never indicated any interest in anything besides nymex or hub gas daily, but that may change. | dev34 |
They have interest in trading on EOL but have not gotten approval yet. | dev34 |
i will try to get tomorrow. | dev34 |
if not, is another day okay? | dev34 |
i got 2 for tomorrow. | dev34 |
we have 4 do you want them? | dev34 |
agree guys are short h/j. | dev34 |
hard to see a big move with cash/futures trading flat. | dev34 |
agree that it has some squeeze potential though. | dev34 |
Started moving today as, simultaneously, march started running up and j aron won a big customer deal. | dev34 |
customer, maybe a hedge fund, bot 1000+ jv 450 puts. | dev34 |
weather frustrating me too. | dev34 |
a little long but it's in the backs so I haven't been hurt. | dev34 |
Sure would be nice to get some more weather and have this thing start going crazy again. | dev34 |
Seen liquids processing come back on at these levels. | dev34 |
Would guess more than 50% has from peak. | dev34 |
Industrial demand different story. | dev34 |
industrial economy just so weak that many petchems and others are burning less because of their markets, not fuel costs. | dev34 |
Chrystler is a prime example. | dev34 |
Any switching back to gas from industrial or switching back to domestic production from overseas muted by weak economy. | dev34 |
quit pressuring them i want to sell some too. | dev34 |
actually sold a few at 9 on the close | dev34 |
i actually started writing this on thursday. | dev34 |
got distracted and left late morning to go to Vail. | dev34 |
Apparently I missed a little craziness. | dev34 |
My point on v/x is that forward spreads, months 3/4 and back, don't necessarily trade on value, they trade on drawing a forward curve that makes equilibrium between hedging and spec demand. | dev34 |
Look at k/m... | dev34 |
do you think k cash will average 3 cents above m. | dev34 |
i don't really see that scenario. | dev34 |
yet that's what it is worth because the market says jv is worth $x and to get there k/m=3. | dev34 |
The same argument applies to v/x. | dev34 |
i think this summer will be exceptionally strong as we try to inject 2 bcf/d more gas than last year. | dev34 |
But cal 2 will lag the move. | dev34 |
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