EFTA02230179.pdf

To: From: Sent Fri 11/10/2017 5:12:40 PM Subject: Re: Energy Op That's fine.. if he has interest, this is an excellent time for him and Ito discuss. Or I can provide him my proposal on what I'd need from him. This would be a great first step for him and I. Given I see a strong path for a nice return. David Sent from my BlackBerry 10 smartphone on the Verizon Wireless 4G LTE network. Fro Sent: Fri November 10 2017 8:34 AM To Subject: Re: Energy Op thank you David. 1 will pass along...I don't believe Jeffrey will be in NY next week.. Take care. On Nov 10, 2017, at 8:52 AM, J wrote: Hope all is well with you. I'm just back from London, but if around next week, wanted Jeffrey to gauge an energy deal. So please pass on... This has all the hallmarks of PE and also plays well into a chemicals theme. So it's a strong high IRR op. Would need to execute an NDA. Given this is near term and would allow him to fully understand the opportunity. It is thru one of our public portfolio companies. Where we have a stake and are now looking to increase it. This deal op is between 5600-800mm. So we're looking for up to $30mm for Livermore to hold pro-rata. And thus a new backer. In the meantime, we have increased our stake in the public market and want to do more. So very near term, our needs are 55-10mm. To acq one block from a legacy holder. The 530mm can be deffer into mid 2018. If even needed at all.. Yours, David Founder/00 Livermore Partners www.livermorepartners.com EFTA_R1_00981247 EFTA02230179 Sent from my iPad EFTA_R1_00981248 EFTA02230180