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thomasmicheljpy

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Sep 14th, 2018
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  1. PAUL CHOI: This is Paul.
  2. KEVIN REEVES: Hey, Paul it's Kevin Reeves.
  3. PAUL CHOI: Kevin Reeves.
  4. KEVIN REEVES: What's goin' on man?
  5. PAUL CHOI: Not much. So, we've got a big portfolio of positions at, ah, Mead and Palo that we
  6. want to show you.
  7. KEVIN REEVES: I'd love to see it.
  8. PAUL CHOI: lt's under WSPP.
  9. KEVIN REEVES: Mm hm
  10. PAUL CHOI: And, ah, I feel like I can tell you the counterparty -I want to talk to my lawyer first
  11. and see -
  12. KEVIN REEVES: OK.
  13. PAUL CHOI: -that I'm not steppin' on any bombs, but what we're doin' is we're generating -it's
  14. a big portfolio, it's probably like twenty -I don't know -I'm saying north of 20 deals, ah, varying,
  15. ah, terms [inaudible] nothing exceeding 3 or 4 years.
  16. KEVIN REEVES: Mm hm.
  17. PAUL CHOI: Ah, pretty high priced stuff. Ah, so it's -it's well in the money for us, but ah, yeah,
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