Subject: fw :
q 3 - above 50 % probability deals over $ 1 mm . total below : $ 72 . 2 mm
1 . east power
cornhusker 75 % $ 5 mm - $ 6 . 5 mm ( el paso has until 7 th september to complete the gp , number to book depends on working capital distribution )
wind 95 % $ 35 mm ( $ 35 mm in hedges - working with wes ' s team , looking to book this 9 / 24 / 01 when san antonio comes back on contract reassignment )
aes 95 % $ 2 mm ( milestone payment from aes on haywood )
calvert city 5 % $ 1 mm ( site sale )
2 . west power
saguaro 50 % $ 1 mm ( nrg closing other 50 % from edison and will complete ours after that - due 9 / 15 / 01 )
psco 100 % $ 4 . 7 mm ( incremental payment from fountain valley )
las vegas 90 % $ 2 mm ( incremental earnings which we can book on closure - 8 / 31 / 01 )
3 . ecr
eex vpp 50 % $ 5 mm ( issues - ( i ) 3 rd party equity ( ii ) credit wrap in insurance market
4 . gas
cms 75 % $ 1 mm
5 . canada
cnr 60 % $ 1 . 5 mm
6 . mexico
vitro 80 % $ 14 mm
7 . negatives
[ kitchen , louise ] new albany ( $ 1 . 1 mm ) repairs to plant pre sale
hpl already in the summary but will come in ( $ 7 . 6 mm ) below their budget on an annual basis
bridgeline probably ( $ 13 . 8 - $ 17 mm ) to come in ( ( $ 2 mm ) depreciation , ( $ 5 mm ) accounting errors , ( $ 10 mm in underperformance )
quarter 4
longview 1 % for q 3 / 70 % for q 4 $ 15 mm - $ 25 mm ( promote from sale )