Q: Jeff: The whole team and I very much enjoyed our meeting with you last Friday. We were looking forward to having the opportunity to tell you all about the progress of our business. We felt that the give and take and the dialogue during the course of the meeting was excellent, and we hope that in the future we will be able to have useful dialogues like this at appropriately periodic intervals. To memorialize the follow-up steps from this, we thought it would be useful to write this down so we may remain responsive to your questions regarding our progress. 1. We want to confirm the reasonableness of our net churn numbers; we plan to develop a fact base of churn experience over the course of the next few months and analyze these compared to the original business case model. We would be prepared to review this churn with you in about three months. 2. To analyze the rationale of our hedging of long term contracts against the "disaster" of falling prices; this is to be done against the assumption that our customers will leave us on the basis of strict economic rationality. We believe that providing this type of analysis would be very useful for us as we enter the year 2002 where power and gas prices will be substantially different next year than they are now. We would be prepared to review the results of this analysis with you in the fall. 3. Decompose our net cash burn to indicate the "levers" to reduce that cash burn against unforeseen problems/disasters. We would plan to do this as part of our normal budgeting process for 2002. We would plan to review this with our Board in our fall meeting. We believe that it is the right course of activity to review this with the Board and then follow up with you if there are any questions going forward. We also believe that there could be an opportunity to review the cash burn significantly given the fact that a large part of our cash burn is spent on systems development for entry into specific markets. Jeff, as I said in the beginning, we very enjoyed meeting with you and we hope that we were able to prove to you that we have made substantial progress. I would like to feel that I will have the opportunity to get in touch with you at key juncture intervals during the development of our company. Thanks again for your time.
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A: June 1 Deep Dive/Houston
IN: We have a master swap agreement in place with Energy West Incorporated, a CANADA corporation. Your list shows "Inc." instead of "Incorporated", and that it is a US corporation. Is this the same counterparty?

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OUT: Energy West Inc.
IN: This is an email
Records indicate that there are a significant number of employees who have yet to have a drug test. Here are the details of the locations in Houston, Portland and other locations. Please attend one as soon as possible to avoid delays in your your onboarding and payroll processing. HR

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OUT: Urgent - Drugs Test Reminder
QUESTION: This is to inform you that effective immediately, your human resource representative will be Hector McLouglin. Please channel any questions or concerns to him. I will be moving over to service corporate. I would like to take this opportunity to tell you what an honor it has been servicing you. Regards
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ANS: Transition
Kay, Steve, Ben and Ryan, I spoke with Martha today on the subject referred to above and she advised me of the following : 1. DEP is not contemplating a single, consolidated permit but an air permit for each of the Pompano Beach and Deerfield Beach facilities. 2. The petitioning local governments have no objection to the consolidation proposed by DEP (no surprises there). 3. Martha wants our input as to which ALJ we would prefer to hear the case should DEP's request for consolidation be granted. ( The upside to suggesting Judge Alexander is that we know that he have already reserved his time for a 4-day hearing in January. Otherwise, we might choose Judge Stampelos based upon the prior comments that we have received from our Tallahassee attorneys, although both Judges were considered to be good.). 4. Martha indicated previously that she is looking for a hearing in January, depending upon which ALJ hears the case and his particular schedule. 5. Martha advised me that she will file her request for consolidation late tomorrow afternoon. I told her, as we discussed in our conference call, that if she does not hear from me to the contrary, then we oppose the consolidation at this time. 6. Martha agreed to provide us with the permit language that DEP is proposing in connection with its Notice of Change of Agency Position on the Pompano Beach proceeding as soon as Al Linero completes the drafting and she reviews the proposed permit conditions with him. Martha expects to provide us with the proposed permit language next Monday or Tuesday. 7. The petitioning local governments have served DEP with discovery. I have yet to receive a copy of the discovery but Martha intends to meet with Al Linero this Friday to discuss DEP's response. Based upon the foregoing, please advise me if you want me to convey any further message to Martha prior to her filing of the motion for consolidation tomorrow afternoon. Specifically, I am interested in your thoughts on our preference on the Judge that will hear the proceeding, if consolidated, and whether we have any objection to DEP's filing the motion for consolidation in which she will note our objection. As we discussed in our conference call, we can assert our position more fully in a subsequent response to the motion for consolidation and can withdraw our objection if we change our mind. Thanks ! Kerri
Q: What is a potential subject line for this email?
answer: DEP Air Permits-Conversation w/ Martha Nebelsiek re Consolidation & Related Matters
Attached is a revised Credit Watch listing for the week of 5/21/01. Please note that The Paralan Company and SGL Carbon, LLC were added to the Credit Watch List. Also, Southstar Energy Services, LLC had been moved to "NO TRADES". If there are any personnel in your group that were not included in this distribution, please insure that they receive a copy of this report. To add additional people to this distribution, or if this report has been sent to you in error, please contact Veronica Espinoza at x6-6002. For other questions, please contact Jason R. Williams at x5-3923, Russell Diamond at x5-7095, or Veronica Espinoza at x6-6002.
Q: What is a potential subject line for this email?
answer:
Credit Watch List--Week of 5/21/01