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