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allen-p/_sent_mail/238.
Re: , is your voice healed or are you going to use a real time messenger?
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Re: , no
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Re: FERC's Prospective Mitigation and Monitoring Plan for CA , Ray, Is there any detail on the gas cost proxy. Which delivery points from which publication will be used? Basically, can you help us get any clarification on the language "the average daily cost of gas for all delivery points in California"? Phillip
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Re: The New Power Company , Scott, I emailed your question to a friend that works for the new company. I think I know the answer to your questions but I want to get the exact details from him. Basically, they will offer energy online at a fixed price or some price that undercuts the current provider. Then once their sales are large enough they will go to the wholesale market to hedge and lock in a profit. The risk is that they have built in enough margin to give them room to manage the price risk. This is my best guess. I will get back to you with more. Phillip
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Re: Wade , Lucy, I want to speak to Wade myself. He can call me at work or home. Or if you email me his number I will call him. I would like Gary to direct Wade on renovation tasks and you can give him work orders for normal maintenance. I will call you tomorrow to discuss items from the office. Do you need Mary to come in on any more Fridays? I think I can guess your answer. I might stop by this Friday. Phillip
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, http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/
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allen-p/_sent_mail/246.
, Check out NP Gen & Load. (aMW)
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allen-p/_sent_mail/249.
, http://ecthou-webcl1.nt.ect.enron.com/gas/ All the gas reports are under west desk Call Brian Hoskins for a password
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Re: Unocal WAHA Storage , Ned, Regarding the Waha storage, the west desk does not have a strong need for this storage but we are always willing to show a bid based on the current summer/winter spreads and cycling value. The following assumptions were made to establish our bid: 5% daily injection capacity, 10% daily withdrawal capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 existed at the time of this bid. Bid for a 1 year storage contract beginning June 01 based on above assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. I am not sure if this is exactly what you need or not. Please call or email with comments. Phillip Allen
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Re: Compaq M700 laptop , Felix, Network: login pallen pw ke7davis Notes: pw synergi My location is 3210B. Phillip
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, Lucy, Click on this attachment to see the format to record expenses. You can keep a log on paper or on the computer. The computer would be better for sending me updates. What do you think about being open until noon on Saturday. This might be more convenient for collecting rent and showing open apartments. We can adjust office hours on another day. Phillip
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RE: 91 acres , Jeff, I will respond to the offer on Monday. There is a $35 Million expansion adding 250 jobs in Burnet. I am tempted to hold for $3000/acre. Owner financing would still work. Do you have an opinion? Phillip
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Re: What's happening? , Al, I was glad to hear from you. I hope we can put the past behind us. Sounds like you have been busy. Congratulations on the new baby. Judging from your email all is well with you. That's great. We did have another girl in December, (Evelyn Grace). Three is it for us. What's your target? The other two are doing well. Soccer, T-ball, and bike riding keeps them busy. They could use some of Cole's coordination. My fitness program is not as intense as yours right now. I am just on maintenance. You will be surprised to hear that Hunter is a fanatical cyclist. We have been riding to work twice a week for the last few months. He never misses, rain or shine. Sometimes we even hit the trails in Memorial Park on Saturdays. Mountain biking is not as hard as a 50 mile trip on the road. I would like to dust off my road bike and go for a ride some Saturday. I would like to hear more about your new job. Maybe we could grab lunch sometime. Phillip
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Re: balance on truck/loan , Mary, If we add both balances together the total is $1,140. I can spread it over 6 or 12 months. 6 month payout would be $190/month. 12 month payout would be $95/month. Your choice. I would like it if you could work 5/hrs each Friday for another month or so. Does $10/hr sound fair? We can apply it to the loan. Phillip
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, address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm id: pallen password: westgasx
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Re: Todays update , Lucy, I am going to be in Seguin this Saturday through Monday. We can talk about a unit for Wade then. I will call the bank again today to resolve authorization on the account. Lets keep the office open until noon on Memorial day. Philllip
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, Lucy, Did you get set up on the checking account? Try and email me every day with a note about what happened that day. Just info about new vacancies or tenants and which apartments you and wade worked on each day. Phillip
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, This note is authorization to make the following changes: 1. Set up a new book for Frank Ermis-NW Basis 2. Route these products to NW Basis: NWPL RkyMtn Malin PG&E Citygate 3. Route EPNG Permian to Todd Richardson's book FT-New Texas Call with questions. X37041 Thank you, Phillip Allen
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Re: 91 acres , Jeff, I would consider owner financing depending on: Established developer/individual/general credit risk What are they going to do with the land Rate/Term/Downpayment 25% Let me know. Phillip
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Re: 5/08/00 , Dawn, I received your email with p&l's. Please continue to send them daily. Thank you, Phillip
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Re: DSL- Installs , No one will be home on 5/11/00 to meet DSL installers. Need to reschedule to the following week. Also, my PC at home has Windows 95. Is this a problem? Call with questions. X37041. Thank you, Phillip Allen
Circuit Provisioning@ENRON
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Re: #30 , Kay & Neal, Thanks for remembering my birthday. You beat my parents by one day. The family is doing fine. Grace is really smiling. She is a very happy baby as long as she is being held. It sounds like your house is coming along fast. I think my folks are ready to start building. We will probably visit in late June or July. May is busy. We are taking the kids to Disney for their birthdays. Good luck on the house. Keith
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Re: This morning's Commission meeting delayed , Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens?
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Re: #30 , 2000-1969=31
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Re: Foundation leveling on #2 & #3 apts. , Mary, I spoke to Gary about the foundation work on #2 & #3. He agreed that it would be better to just clean up #3 and do whatever he and Wade can do to #2. Then they can just focus on #19. I worked on the books this weekend but I need more time to finish. I will call you in a day or so. Phillip
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Re: DSL Install , Here is my DSL form.
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Re: Payroll Reclasses , Thanks for your help. My assistant is Ina Rangel.
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, Beth, Here are our addresses for DSL lines: Hunter Shively 10545 Gawain Houston, TX 77024 713 461-4130 Phillip Allen 8855 Merlin Ct Houston, TX 77055 713 463-8626 Mike Grigsby 6201 Meadow Lake Houston, TX 77057 713 780-1022 Thanks Phillip
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RE: Inspection for Mission South , Are we going to inspect tomorrow?
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Re: your moms birthday , mac, We will be there on the 9th and I will bring the paperwork. phillip
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, Mac, I checked into executing my options with Smith Barney. Bad news. Enron has an agreement with Paine Webber that is exclusive. Employees don't have the choice of where to exercise. I still would like to get to the premier service account, but I will have to transfer the money. Hopefully this will reach you. Phillip
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Re: Inspection for Mission South , Jeff, Could we set up an inspection for this Friday at 2:00? Listing for Burnet is in the mail Phillip
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, tara, Please grant access to manage financial products to the following: Janie Tholt Frank Ermis Steve South Tory Kuykendall Matt Lenhart Randy Gay We are making markets on one day gas daily swaps. Thank you. Phillip Allen
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re: storm results & refrigerators , Mary, Go ahead and work with Gary to get a new fridge for #8. I am going to try and come down this Saturday. Talk to you later. Phillip
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Re: MS 150 , Mark, Thank you for the offer, but I am not doing the ride this year. Good luck. Phillip
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Re: Maps , Stephane, Can you create an e-mail list to distribute your reports everyday to the west desk? Or put them on a common drive? We can do the same with our reports. List should include: Phillip Allen Mike Grigsby Keith Holst Frank Ermis Steve South Janie Tholt Tory Kuykendall Matt Lenhart Randy Gay Thanks. Phillip
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, http://ectpdx-sunone/~ctatham/navsetup/index.htm id pallen pw westgasx highly sensitive do not distribute
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Re: , Mary I was out of the office on friday. I will call you about wade later today Philip
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Re: Instructions for FERC Meetings , it works. thank you
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, socal position This is short, but is it good enough?
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Re: 220,000 MW of New Capacity Needed by 2012 , David, I have been receiving your updates. Either I forgot my password or do not have one. Can you check? Phillip Allen Enron 713-853-7041
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re: apt. #2 , re: window unit check with gary about what kind he wants to install
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Priority List , Will, Here is a list of the top items we need to work on to improve the position and p&l reporting for the west desk. My underlying goal is to create position managers and p&l reports that represent all the risk held by the desk and estimate p&l with great accuracy. Let's try and schedule a meeting for this Wednesday to go over the items above. Phillip
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re: apt. #2 , Go ahead and level the floor in #2.
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, Let me know when you get the quotes from Pauline. I am expecting to pay something in the $3,000 to $5,000 range. I would like to see the quotes and a description of the work to be done. It is my understanding that some rock will be removed and replaced with siding. If they are getting quotes to put up new rock then we will need to clarify. Jacques is ready to drop in a dollar amount on the release. If the negotiations stall, it seems like I need to go ahead and cut off the utilities. Hopefully things will go smoothly. Phillip
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, Steve, Please remove Bob Shiring and Liz Rivera from rc #768. Thank you Phillip Allen
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RE: a/c for #27 , Go ahead and order the ac for #27. Can you email or fax a summary of all rents collected from August through December. I need this to finish my tax return. I have all the expense data but not rent collection. Fax number is 713-646-3239. Thank you, Phillip
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Re: Mission South , Anymore details? Is the offer above or below 675? What else do you have in a clean 11cap in a good location with room to expand?
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Re: , $100 for the yard seems like enough for up to 12.5 hours. How long did it take him? I think $100 should be enough. Use Page Setup under the File menu to change from Portrait to Landscape if you want to change from printing vertically to printing horizontally. Also try selecting Fit to one page if you want your print out to be on only one page. Use Print preview to see what your print out will look like before you print. The truck might need new sparkplugs at around 120,000-125,000 miles. A valve adjustment might do some good. It has idled very high for the last 25,000 miles, but it has never broken down. Glad to hear about the good deposit for this week. Great job on February. Phillip
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, The file is updated and renamed as Gas Basis Mar 00.
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Re: , It is ok to let the deposit rollover on #13 if there is no interruption in rent.
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, Imelda, Please switch my sitara access from central to west and email me with my password. thank you, Phillip
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Re: Feb. Expense Report , Try again. The attachment was not attached.
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Re: , Frank, The implied risk created by the san juan and rockies indeces being partially set after today is the same as the risk in a long futures position. Whatever the risk was prior should not matter. Since the rest of the books are very short price this should be a large offset. If the VAR calculation does not match the company's true risk then it needs to be revised or adjusted. Phillip
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, Mary, I transferred $10,000 out of the checking account on Monday 2/28/00. I will call you Monday or Tuesday to see what is new. Phillip
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Re: 91acres , Jeff, Let's just close on March 1. Phillip
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Re: Desk to Desk access Request , tara, I received your email about setting up Paul Lucci and Niccole Cortez with executable id's. The rights you set up are fine. Thank you for your help. Phillip
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Re: February expenses , mary, Are you sure you did the attachment right. There was no file attached to your message. Please try again. Phillip
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Re: , Mary, I got your email. Go ahead and get a carpet shampooer. Make sure it comes back clean after each use. (Wade and the tenants.) As far as W-2. I looked up the rules for withholding and social security. I will call you later today to discuss. Phillip
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Re: The Stage , I just spoke to the insurance company. They are going to cancel and prorate my policy and work with the Kuo's to issue a new policy.
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Re: APEA - $228,204 hit , Please get with randy to resolve.
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Re: W basis quotes , George, Can you please call my credit desk at 713-853-1803. They have not received any financials for ACN Power. Thanks, Phillip Allen
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Re: January El paso invoice , Kim, Doublecheck with Julie G. , but I think it ok to pay Jan. demand charges.
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Re: Kim Olinger - Transport Rate Team , I think Steven Wolf is the person to talk to about moving Kim Olinger to a different RC code.
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Re: APEA - $228,204 hit , is this still an issue?
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Re: Curve Update , Jim, Updated curves will be sent no later than 11 am on Monday 2/7. I want Keith to be involved in the process. He was out today. Sorry for the slow turnaround. Phillip
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Re: Website Access approval requested , Tara, This note is documentation of my approval of granting executing id's to the west cash traders. Thank you for your help. Phillip
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, here is the file I showed you.
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Re: Vishal Apte , vishal resigned today
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, Julie, The numbers for January are below: Actual flows X gas daily spreads $ 463,000 Actual flow X Index spreads $ 543,000 Jan. value from original bid $1,750,000 Estimated cost to unwind hedges ($1,000,000) Based on these numbers, I suggest we offer to pay at least $500,000 but no more than $1,500,000. I want your input on how to negotiate with El Paso. Do we push actual value, seasonal shape, or unwind costs? Phillip
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Re: , Will, I didn't get to review this. I will give you feedback tomorrow morning Phillip
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, Tara, Please make the following changes: FT-West -change master user from Phillip Allen to Keith Holst IM-West-Change master user from Bob Shiring to Phillip Allen Mock both existing profiles. Please make these changes on 1/17/00 at noon. Thank you Phillip
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Re: ENROLLMENT CONFIRMATION/Impact/ECT , Susan, I received an enrollment confirmation for a class that I did not sign up for. Is there some mistake? Phillip Allen
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eol , Jeff/Brenda: Please authorize the following products for approval. customers are expecting to see them on 1/14. PG&E Citygate-Daily Physical, BOM Physical, Monthly Index Physical Malin-Daily Physical, BOM Physical, Monthly Index Physical Keystone-Monthly Index Physical Socal Border-Daily Physical, BOM Physical, Monthly Index Physical PG&E Topock-Daily Physical, BOM Physical, Monthly Index Physical Please approve and forward to Dale Neuner Thank you Phillip
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Re: , Call me. I can't get out.
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, forecast for socal demand/rec/storage. Looks like they will need more gas at ehrenberg.(the swing receipt point) than 98 or 99.
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, Griff, It is bidweek again. I need to provide view only ID's to the two major publications that post the monthly indeces. Please email an id and password to the following: Dexter Steis at Natural Gas Intelligence- [email protected] Liane Kucher at Inside Ferc- [email protected] Bidweek is under way so it is critical that these id's are sent out asap. Thanks for your help, Phillip Allen
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, Jeff/Brenda, Please authorize and forward to Tara Sweitzer. Please set up the following with the ability to setup and manage products in stack manager: Steve South Tory Kuykendall Janie Tholt Frank Ermis Matt Lenhart Note: The type of product these traders will be managing is less than 1 month physical in the west. Also please grant access & passwords to enable the above traders to execute book to book trades on EOL. If possible restrict their execution authority to products in the first 3 months. Thank you Phillip Allen
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Re: , Mary Received an email from you on 1/7, but there was no message. Please try again. Phillip
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Re: receipts , received the file. It worked. Good job.
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Re: Are you trying to be funny? , What did mary write? Stage misses you? I sent 2 emails. Maybe mary is stalking gary
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, Naomi, The two analysts that I have had contact with are Matt Lenhart and Vishal Apte. Matt will be represented by Jeff Shankman. Vishal joined our group in October. He was in the Power Trading Group for the first 9 months. I spoke to Jim Fallon and we agreed that he should be in the excellent category. I just don't want Vishal to go unrepresented since he changed groups mid year. Call me with questions.(x37041) Phillip Allen West Gas Trading
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Re: 2- SURVEY/INFORMATION EMAIL 5-14- 01 , Outlook Migration Team@ENRON 05/11/2001 01:49 PM To: Cheryl Wilchynski/HR/Corp/Enron@ENRON, Cindy R Ward/NA/Enron@ENRON, Jo Ann Hill/Corp/Enron@ENRON, Sonja Galloway/Corp/Enron@Enron, Bilal Bajwa/NA/Enron@Enron, Binh Pham/HOU/ECT@ECT, Bradley Jones/ENRON@enronXgate, Bruce Mills/Corp/Enron@ENRON, Chance Rabon/ENRON@enronXgate, Chuck Ames/NA/Enron@Enron, David Baumbach/HOU/ECT@ECT, Jad Doan/ENRON@enronXgate, O'Neal D Winfree/HOU/ECT@ECT, Phillip M Love/HOU/ECT@ECT, Sladana-Anna Kulic/ENRON@enronXgate, Victor Guggenheim/HOU/ECT@ECT, Alejandra Chavez/NA/Enron@ENRON, Anne Bike/Enron@EnronXGate, Carole Frank/NA/Enron@ENRON, Darron C Giron/HOU/ECT@ECT, Elizabeth L Hernandez/HOU/ECT@ECT, Elizabeth Shim/Corp/Enron@ENRON, Jeff Royed/Corp/Enron@ENRON, Kam Keiser/HOU/ECT@ECT, Kimat Singla/HOU/ECT@ECT, Kristen Clause/ENRON@enronXgate, Kulvinder Fowler/NA/Enron@ENRON, Kyle R Lilly/HOU/ECT@ECT, Luchas Johnson/NA/Enron@Enron, Maria Garza/HOU/ECT@ECT, Patrick Ryder/NA/Enron@Enron, Ryan O'Rourke/ENRON@enronXgate, Yuan Tian/NA/Enron@ENRON, Frank Ermis/HOU/ECT@ECT, Jane M Tholt/HOU/ECT@ECT, Jay Reitmeyer/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Matthew Lenhart/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Monique Sanchez/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Ina Norman/HOU/ECT@ECT, Jackie Travis/HOU/ECT@ECT, Michael J Gasper/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeanne Wukasch/Corp/Enron@ENRON, Mary Theresa Franklin/HOU/ECT@ECT, Mike Potter/NA/Enron@Enron, Natalie Baker/HOU/ECT@ECT, Suzanne Calcagno/NA/Enron@Enron, Albert Stromquist/Corp/Enron@ENRON, Rajesh Chettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Derek Anderson/HOU/ECT@ECT, Brad Horn/HOU/ECT@ECT, Camille Gerard/Corp/Enron@ENRON, Cathy Lira/NA/Enron@ENRON, Daniel Castagnola/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Eva Tow/Corp/Enron@ENRON, Lam Nguyen/NA/Enron@Enron, Andy Pace/NA/Enron@Enron, Anna Santucci/NA/Enron@Enron, Claudia Guerra/NA/Enron@ENRON, Clayton Vernon/Corp/Enron@ENRON, David Ryan/Corp/Enron@ENRON, Eric Smith/Contractor/Enron Communications@Enron Communications, Grace Kim/NA/Enron@Enron, Jason Kaniss/ENRON@enronXgate, Kevin Cline/Corp/Enron@Enron, Rika Imai/NA/Enron@Enron, Todd DeCook/Corp/Enron@Enron, Beth Jensen/NPNG/Enron@ENRON, Billi Harrill/NPNG/Enron@ENRON, Martha Sumner-Kenney/NPNG/Enron@ENRON, Phyllis Miller/NPNG/Enron@ENRON, Sandy Olofson/NPNG/Enron@ENRON, Theresa Byrne/NPNG/Enron@ENRON, Danny McCarty/ET&S/Enron@Enron, Denis Tu/FGT/Enron@ENRON, John A Ayres/FGT/Enron@ENRON, John Millar/FGT/Enron@Enron, Julie Armstrong/Corp/Enron@ENRON, Maggie Schroeder/FGT/Enron@ENRON, Max Brown/OTS/Enron@ENRON, Randy Cantrell/GCO/Enron@ENRON, Tracy Scott/Corp/Enron@ENRON, Charles T Muzzy/HOU/ECT@ECT, Cora Pendergrass/Corp/Enron@ENRON, Darren Espey/Corp/Enron@ENRON, Jessica White/NA/Enron@Enron, Kevin Brady/NA/Enron@Enron, Kirk Lenart/HOU/ECT@ECT, Lisa Kinsey/HOU/ECT@ECT, Margie Straight/HOU/ECT@ECT, Mark L Schrab/HOU/ECT@ECT, Souad Mahmassani/Corp/Enron@ENRON, Tammy Gilmore/NA/Enron@ENRON, Teresa McOmber/NA/Enron@ENRON, Wes Dempsey/NA/Enron@Enron, Barry Feldman/NYC/MGUSA@MGUSA, Catherine Huynh/NA/Enron@Enron cc: Subject: 2- SURVEY/INFORMATION EMAIL 5-14- 01 Current Notes User: To ensure that you experience a successful migration from Notes to Outlook, it is necessary to gather individual user information prior to your date of migration. Please take a few minutes to completely fill out the following survey. Double Click on document to put it in "Edit" mode. When you finish, simply click on the 'Reply With History' button then hit 'Send' Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. Thank you. Outlook 2000 Migration Team ------------------------------------------------------------------------------ -------------------------------------------------------------- Full Name: Phillip Allen Login ID: pallen Extension: 37041 Office Location: EB3210C What type of computer do you have? (Desktop, Laptop, Both) Both Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, Jornada) IPAQ Do you have permission to access anyone's Email/Calendar? If yes, who? Does anyone have permission to access your Email/Calendar? Yes, Ina Rangel If yes, who? Are you responsible for updating anyone else's address book? If yes, who? Is anyone else responsible for updating your address book? If yes, who? Do you have access to a shared calendar? If yes, which shared calendar? Do you have any Distribution Groups that Messaging maintains for you (for mass mailings)? If yes, please list here: Please list all Notes databases applications that you currently use: In our efforts to plan the exact date/time of your migration, we also will need to know: What are your normal work hours? From: 7 To: 5 Will you be out of the office in the near future for vacation, leave, etc? If so, when? From (MM/DD/YY): To (MM/DD/YY):
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, Let me know when you get the quotes from Pauline. I am expecting to pay something in the $3,000 to $5,000 range. I would like to see the quotes and a description of the work to be done. It is my understanding that some rock will be removed and replaced with siding. If they are getting quotes to put up new rock then we will need to clarify. Jacques is ready to drop in a dollar amount on the release. If the negotiations stall, it seems like I need to go ahead and cut off the utilities. Hopefully things will go smoothly. Phillip
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, Jeff, Jacques Craig will draw up a release. What is the status on the quote from Wade? Phillip
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Re: Analyst Ashish Mahajan , Send his resume to Karen Buckley. I believe there will be a full round of interviews for the trading track in May.
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Re: , Traveling to have a business meeting takes the fun out of the trip. Especially if you have to prepare a presentation. I would suggest holding the business plan meetings here then take a trip without any formal business meetings. I would even try and get some honest opinions on whether a trip is even desired or necessary. As far as the business meetings, I think it would be more productive to try and stimulate discussions across the different groups about what is working and what is not. Too often the presenter speaks and the others are quiet just waiting for their turn. The meetings might be better if held in a round table discussion format. My suggestion for where to go is Austin. Play golf and rent a ski boat and jet ski's. Flying somewhere takes too much time.
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, Tim, mike grigsby is having problems with accessing the west power site. Can you please make sure he has an active password. Thank you, Phillip
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, Reagan, Just wanted to give you an update. I have changed the unit mix to include some 1 bedrooms and reduced the number of buildings to 12. Kipp Flores is working on the construction drawings. At the same time I am pursuing FHA financing. Once the construction drawings are complete I will send them to you for a revised bid. Your original bid was competitive and I am still attracted to your firm because of your strong local presence and contacts. Phillip
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, Jim, Is there going to be a conference call or some type of weekly meeting about all the regulatory issues facing California this week? Can you make sure the gas desk is included. Phillip
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Re: Resume , Have him send his resume to Karen Buckley in HR. There is a new round of trading track interviews in May.
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Re: Request from Steve Kean , Alan, You should have received updated numbers from Keith Holst. Call me if you did not receive them. Phillip
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, Tim, Can you authorize access to the west power site for Keith Holtz. He is our Southern California basis trader and is under a two year contract. On another note, is it my imagination or did the SARR website lower its forecast for McNary discharge during May. It seems like the flows have been lowered into the 130 range and there are fewer days near 170. Also the second half of April doesn't seem to have panned out as I expected. The outflows stayed at 100-110 at McNary. Can you email or call with some additional insight? Thank you, Phillip
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Re: , Gary, I have also been speaking to Johnnie Brown in San Antonio to be the general contractor. According to Johnnie, I would not be pay any less buying from the factory versus purchasing the panels through him since my site is within his region. Assuming this is true, I will work directly with him. I believe he has sent you my plans. They were prepared by Kipp Flores architects. Can you confirm that the price is the same direct from the factory or from the distributor? If you have the estimates worked up for Johnnie will you please email them to me as well? Thank you for your time. I am excited about potentially using your product. Phillip Allen
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Re: FERC's Prospective Mitigation and Monitoring Plan for CA , Ray, Is there any detail on the gas cost proxy. Which delivery points from which publication will be used? Basically, can you help us get any clarification on the language "the average daily cost of gas for all delivery points in California"? Phillip
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Re: Analyst Bryan Hull , Andrea, After reviewing Bryan Hull's resume, I think he would be best suited for the trading track program. Please forward his resume to Karen Buckley. Phillip
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Re: Unocal WAHA Storage , Ned, Regarding the Waha storage, the west desk does not have a strong need for this storage but we are always willing to show a bid based on the current summer/winter spreads and cycling value. The following assumptions were made to establish our bid: 5% daily injection capacity, 10% daily withdrawal capacity, 1% fuel (injection only), 0.01/MMBtu variable injection and withdrawal fees. Also an undiscounted June 01 to January 02 spread of $0.60 existed at the time of this bid. Bid for a 1 year storage contract beginning June 01 based on above assumptions: $0.05/ MMBtu/Month ($0.60/Year). Demand charges only. I am not sure if this is exactly what you need or not. Please call or email with comments. Phillip Allen
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Re: This morning's Commission meeting delayed , Are there behind closed doors discussions being held prior to the meeting? Is there the potential for a surprise announcement of some sort of fixed price gas or power cap once the open meeting finally happens?
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Re: , Frank, The implied risk created by the san juan and rockies indeces being partially set after today is the same as the risk in a long futures position. Whatever the risk was prior should not matter. Since the rest of the books are very short price this should be a large offset. If the VAR calculation does not match the company's true risk then it needs to be revised or adjusted. Phillip
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Re: The Stage , I just spoke to the insurance company. They are going to cancel and prorate my policy and work with the Kuo's to issue a new policy.
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