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Enron Mail |
Sounds good - lets see if we can start marketing the product and the
capability. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 05/11/2000 05:28 PM --------------------------- From: James A Ajello 05/11/2000 03:37 PM To: Rob Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON cc: David W Delainey/HOU/ECT@ECT, Edward Ondarza/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT Subject: Re: Status Report, CRP & DIVERSIFIED INDUSTRIALS Further to Dave's note (below), I indicated to you at the offsite our team had screened the No. American names which we felt were appropriate for the energy services/outsourcing product (ENA NAIC industry codes, large energy spend, multi-sites, consume/produce commodities in which we make a market, limited credit capacity, etc). Naturally, the list includes numerous Mexican and Canadian firms which fell out of the screen. These firms are as follows: Canada Mexico Noranda Vitro Cominco Cemex Nova Penoles Alcan Alfa Rio Algom Autlan Falconbridge Carsa Barrick (cogen in Nevada w/ Newmont) IMSA Kinross Desaro Potash Corp Ispat Agrium Dofasco Sherritt (Helms Burton Act issue) As you are undoubtedly more familiar with these firms, you may, or may not, think these companies work for the product (we have not tested the assumption) but can offer some joint marketing support. Many of these firms have sites accross the continent and it is important to portfolio effect their assets to make the transaction work. We have done dozens of presentations and would propose we put our heads together to determine if there is a business opportunity in your market. Let me know what you think of the list and which approach makes most sense for you. Jim PS, via separate e-mail I will forward examples of the presentations we have used. David W Delainey 05/10/2000 11:43 AM To: Rob Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON cc: Edward Ondarza/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT Subject: Status Report, CRP & DIVERSIFIED INDUSTRIALS Where is Canada and Mexico on the industrial strategy given our last discussion? Rob, give me a heads up on the Toronto strategy from time to time - I expect that we are going to build this out pretty aggressively. Let me know if you are not getting the support you need. Did you get the Toronto trader? Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 05/10/2000 11:40 AM --------------------------- From: James A Ajello 05/09/2000 02:01 PM Sent by: Terrellyn Parker To: David W Delainey/HOU/ECT@ECT cc: Rodney Malcolm/HOU/ECT@ECT, Edward Ondarza/HOU/ECT@ECT Subject: Status Report, CRP & DIVERSIFIED INDUSTRIALS At the recent "off-site" you requested that I provide a list of the non-pulp & paper deals in progress as well as a sense of the marketing penetration we have achieved thus far. These materials are enclosed for your use. Let's discuss after you have had a chance to review. Jim
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