Here is an email: Jeff and Christie: It was a pleasure having you here on campus. Let me add my thanks to those of the Entrepreneurial Manager faculty who actually taught the case. I think your presence added enormously to the success of the maiden voyage of this case. As I indicated to you, I want to make the case even stronger by incorporating any additional data or suggestions that you may have after seeing it taught. Jeff, you indicated you had a couple of quick corrections, and I'd appreciate receiving those. Also if you have any thoughts about how we might enrich the case, those would be welcome too. Christie, as indicated in our discussions, I think some sense of the economics of Enron Online would be enormously helpful. Even if we have to use disguised data, can we break out the sales and profitability of the trading operations before the launch of Enron Online. With some indication of what the new Internet-based model will do to margins, students can do some simple calculations of the volume necessary to compensate, and therefore have some idea of the enormously ambitious (and significantly risky) venture that this turned out to be. I will gladly talk further about this with you directly or with whomever you want to put me in touch with. Let me emphasize that the data do not have to be actual data--we can
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A: Your campus visit
Here is an email: POSREP HOEGH GALLEON, DATE: 20-May 12:00 9:00 (UTC) A) Position at noon: N 28 13 E 33 19 B) Dist. From last noon: 418 nm C) Dist. To go to next port: 101 nm D) ETA next port: SUEZ 20 18:00 LT E) 1: Average sea/wind Sea: NW 5 Wind: NW 4 2: Average speed 17.42 kn RPM: 88.93 3: BOG consumed 179 m3 4: BOG Total 179 m3 5: F.O Consumed 46 m3 6: G.O. Consumed 0 m3 7: Average vapor press Average liq. Temp: Tk1: 0.107 bar -158.9 ?C
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A: POSREP 20 MAY
Here is an email: Kay, In going through the contracts assigned to us, I have determined that we do not have all contracts necessary to evaluate our exposure/potential work out of the various transaction. To summarize: 1.Oglethorpe Power Corp.: The Interchange Agreement supplied is expired. Is there an amendment or extension? 2.Ameren Services Company: The contract is sell only (Ameren sells to EPMI), but we have positions in our books whereby Ameren has the obligation to purchase from EPMI. There must be a MPPSA or another contract that allows for purchases as well. Ameren has the obligation to purchase 300-400 MW on-peak for next summer. This one should be a relatively easy sell/assignment to a third party. 3.Connecticut Light & Power: Termination is subject to conditions outlined in the Mid-Connecticut Project Termination, Assignment and Assumption Agreement (I think this is the bigger CRRA agreement). Jim Grace and Sheila Tweed are the responsible parties for the CRRA workout. As this contract is inextricably linked, shouldn't they take over this contract as well? 4.GPU: I believe there are additional contracts out there governing transactions between EPMI and the various GPU subsidiaries. Will you have a search run on the follow company names? GPU Services GPU Energy Jersey Central Power & Light Company Metropolitan Edison Company Pennsylvania Electric Company Thanks!
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Additional Information Needed