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Enron Mail |
I'll be around all week, except friday, as I will be in Phila giving a
presentation. Call anytime. Jeff Kabel@ENRON 12/04/2000 03:45 PM Sent by: Jeff Kabel@ENRON To: Jeffrey A Shankman/HOU/ECT@ECT cc: Subject: Talk again Would like to talk again this week - I plan to get to Houston/London in the beginning of January and want to consider a path to start thinking on now - if I do make a change (or it is forced on me). By the bye, a former analyst of mine says that you all might enter the fertilizer business...I tried to get Houston to enter it a year and a half ago - we ran the correlations and had a global market study done (Chem Systems - An IBM company). The corr that Grant ran between ammonia/urea to corn was high (like above 92% if I recall)...we looked at investing in a plant here in Argentina (obviously significant supply/demand mix of agriculture and fert products in Arg/Brazil) at that time and were analyzing a potential hedge - I killed it because it was not competitive let alone the lack of interest in Houston...The market is on the way up...as long as you stick to the base products - pure fert futures never made a go from what I was told...take care... Please let me know when you are available... Thanks, jf
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