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Regards Delainey
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Any ideas?
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These guys (John & Jere) just can't get it together.
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Regards Delainey
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Kevin, I would like more detail on these issues of which I was not aware - lets discuss next week.
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Regards Delainey
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I think it would be great if Dan and Kevin could participate.
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Regards Delainey
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Janet, I though we signed a turnkey with NEPCO - there should not be any overruns to your P&L if that is the case.
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Regards Delainey
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Rob, I think we should renew the flame for the three year period.
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My understanding is that it is $75 K Cdn per year roughly.
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Not paid up-front and cancellable if Flames leave Calgary or disappear.
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Expense in Canada.
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It is your call ultimately.
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Regards Delainey
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Celeste, try and get him scheduled into the Super Saturday if possible so that the risk guys can take a look at him.
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If that can't be done then give me a call.
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Regards Delainey
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Ben, why are we distributing this?
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It is inaccurate and I'm not sure I want it floating around the place.
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Regards Delainey
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Guys, I will set up a monthly meeting between myself and you guys to discuss deal flow, priorities and strategy - I think you will find that more effective and I can keep the other meeting small.
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Kay, please set up.
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Regards Delainey
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John, great job!
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Please, work with Jeff to move the longer term deal along.
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Regards Delainey
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Dick , I appreciate the effort on the Moore project - I would hope that there is more than a $2m saving in the scope.
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This plant is still showing $460 to $470/Kw given current economics.
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I am still puzzled by this.
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Regards Delainey
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Eric, we need more than $2M saving to get this deal to clear the hurdle.
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I think we need to get to $350 to $400/kw firm including IDC to make this viable.
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Please ensure that NEPCO is working to figure out the disconnect.
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Regards Delainey
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Rodney, please give Cliff a call.
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I spoke with him today.
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He will handle.
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Please fill him in on your discussions to date.
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Thanks Delainey
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This is great Rob!
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Regards Delainey
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Good job - Randy.
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Live to fight another day - I don't know if you know but I settled with Fort James - we ripped up all three contracts for no money that netted us approximately $15M in value through the elimination of the two power contracts in the NW.
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Wertz was on the other side.
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Thought you might want to know.
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Thanks Delainey
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Eric, I am on the road - I really don't have much to say.
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We have had very little interaction.
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Regards Delainey
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This is great - please update and forward weekly.
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Regards Delainey
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Rob,this deal is not dead; I am primarly waiting on NEPCO numbers.
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You should be moving down the road on the deconstruction, refurbishment and movement of the NB machines.
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You should also be doing any development work (permits, interconnection agreements et al) you need to do to maintain the optionality of this project (let me know if the expenses get above $1MM).
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Randy, please facilitate.
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Mike, can we put the screws to ABB given the significant transformer business we forwarded their way?
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Laura, we probably need to make a call on the Peoples turbine pretty soon.
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Eric/Rob, I think we need to see the project with IDC come in between 350 to 400/kw to be viable or I need a very detailed analysis of why it costs significantly more than a Frame 7 machine in the US markets.
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I would like see us make this work.
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Regards Delainey
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Mike, why would it cost $450 to $470/kw for the Moore project?
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It is a 4 unit ABB configuration and the turbine costs appear to be in line with Wilton 7EA's on a kw basis.
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kay,please approve in the PEP system.
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thanks Dave
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Don, lets hang tough for a day or two.
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Nothing needed for Cinergy.
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Regards Delainey
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Mark, you have this one!
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Regards Delainey
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Guys, we are working to put together the final team to manage this issue; however, it isJeff Skilling's call to keep Delainey, Milnthorp and Keohane out of the day to day fray on this issue.
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I believe this is the right call.
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Commercial and legal resources from Houston will manage this issue on a go forward basis and may call on you as a resource if needed from time to time.
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You have done a very great job managing this issue to date and your efforts on that front are much appreciated.
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Our focus should return to growing the business and meeting our financial targets.
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Peter, I believe that Mark H. would like you to stay involved through the Friday conference call that is scheduled.
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Regards Delainey
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Delainey
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yes
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OK
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Regards Delainey
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Ben, don't do anything at this point.
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It is not needed.
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Regards Delainey
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please approve in system
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Don, with regard to your previous message please contact Michael.
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Regards Delainey
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What about Barry and Eric?
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This looks good.
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regards Delainey
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Ed, this looks great!!!!
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Please ensure that the focus is on coverage, deal flow and building markets.
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I want to avoid two groups hunting strategic elephants (ie) east origination and development so ensure the scope is consistent with mid-market coverage and feeding the desk deals and info.
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In the case of building or purchasing assets please let Jacoby's group handle.
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Any deal or lead that significantly disrupts coverage or takes you or your people out of the market please pass or coordinate with origination or development There is bound to be some conflict between the strategic origination groups and you - please keep to a minimum and resolve in a manner consistent with one team and doing the right thing.
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Please provide John and I a monthly report of customer transactions completed, coverage plans and "market building iniatives".
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Let me know how I can assist in any way in recruiting or transactions.
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Regards Delainey
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Tim, in the east power group and the gas groups, we are trying to build a mid-market capability(deal flow, information and coverage) consistent with the largest energy merchant in N.A..
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