Message-ID: <21931330.1075851774255.JavaMail.evans@thyme>
Date: Fri, 5 Jan 2001 08:38:00 -0800 (PST)
From: gwdorsey@aol.com
To: jeff.shankman@enron.com
Subject: fert
Cc: whalley@enron.com
Mime-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Bcc: whalley@enron.com
X-From: GWDORSEY@aol.com
X-To: jeff.shankman@enron.com
X-cc: whalley@enron.com
X-bcc: 
X-Folder: \Jeffrey_Shankman_Nov2001\Notes Folders\Old email
X-Origin: SHANKMAN-J
X-FileName: jshankm.nsf

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