Message-ID: <24928859.1075859640961.JavaMail.evans@thyme> Date: Thu, 7 Jun 2001 10:15:00 -0700 (PDT) From: jeffrey.hodge@enron.com To: mark.haedicke@enron.com Subject: Confidential & Proprietaty - Udated PanNat Value Cc: andrew.edison@enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Bcc: andrew.edison@enron.com X-From: Jeffrey T Hodge X-To: Mark E Haedicke X-cc: Andrew Edison X-bcc: X-Folder: \Jeff_Hodge_Jun2001\Notes Folders\Sent X-Origin: Hodge-J X-FileName: jhodge.nsf Mark: Per my voice mail. Jeff ----- Forwarded by Jeffrey T Hodge/HOU/ECT on 06/07/2001 05:15 PM ----- Eric Boyt/ENRON@enronXgate 06/07/2001 04:32 PM To: Neal Gerstandt/ENRON@enronXgate cc: Eric Moon/ENRON@enronXgate, Jeffrey T Hodge/HOU/ECT@ECT Subject: Confidential & Proprietaty - Udated PanNat Value As requested... Value of Deal (based on 6/5/01 curves - July 2001 out) $156,243,990 Estimated "Unwind" costs $ 35,000,000 Total Est. Exposure to Duke's #1 Position $191,243,990 Exposure to Duke's #2 Position (No Transport) $ 56,483,885 Let either of us know if you have any additional questions. Regards, Eric