Enron Mail

From:jeffrey.shankman@enron.com
To:gwdorsey@aol.com
Subject:Re: fert
Cc:
Bcc:
Date:Sun, 7 Jan 2001 04:33:00 -0800 (PST)

Thanks for the update. I asked John Nowlan to give you a ring several weeks
ago, and spend time with you. Can you let me know if he got in touch with
you?

Regards

Jeff




GWDORSEY@aol.com on 01/05/2001 03:38:50 PM
To: jeff.shankman@enron.com
cc: whalley@enron.com
Subject: fert


I reached Greg today and had a nice conversation. He encouraged me to call
you.

Having missed you today I wanted to make a few suggestions.
With regard to your reservations about an investment in plant and equipment-
I understand that any such investment would be: limited and subject to your
being very attracted to the deal. I am confident that I can bring you deals
that will sell themselves.
-need to have an exit strategy that would allow an exit within 2-4years


A trading strategy without investment in plant and equipment will yield
attractive results.

With regard to how that would look - I will draft a short business plan and
send it to you next week basing it on a pure trading basis.

Let me invite you and Greg to a breakfast (or any other meal) during the week
of 16 Jan. That will give me a chance to get a few numbers in your hand
prior.

Regards for the New Year
George Dorsey
713 302 2047
406 582 0974