Epstein Secrets

et, reit FY guidance (trading -2.5%) • CRH O3 inline, cost cutting on track, cautious outlook/EBITDA guidance, shorted into Ws (trading +0.70%) • Vodafone H1 light, revs small miss, £2.4bn Verizon dividend inline, no consensus change (trading -4.7%) • Syngenta begins Devgen offer (to run to 12/05), re

pain November 28 — EU FinMin teleconference (tentative) December 22-January 20 — US Congress scheduled to adjourn Ike Groff 1680 Washington Blvd I Stamford, CT 069011 It S i D e s c r i p t i o n : Description: II This e-mail and any files transmitted with it are confidential and intended only for t

iginal mid-point view of $267.5M (names coo) (trading • Kinder Morgan raises ests for Kinder Morgan (KMI) & Kinder Morgan Energy Partners (KMP) • Vodafone: Verizone wireless to distribute $3.156 to Vodafone via cash dividend (trading -0.75%) • EADS 01 EBIT ex items beats, revs inline, no new A350 char

ell Rebalance on the close of trading July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 It (203) 302.7300 L„,:,Description: Description: This e-mail and any files transmitted with it are confidential and intended only for th

014 after three years (trading -2.0%) • Betfair is understood to have sounded out investors over a revised approach (Telegraph) (trading +1.1%) • Vodafone set to call time on ever increasing dividends as Europe takes its toll (Times) (trading -0.23%) • Standard Chartered, Carson Block is short company

sell Rebalance on the close of trading July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It LA.:Description: Description: This e-mail and any files transmitted with it are confidential and intended only for the person or ent

y/y vs est +3.0%) helped extend gains in the ASX200. Europe an markets mostly higher on the follow-thru with Telecom, Autos, Tech leading the way. Vodafone +6.5% following yesterday's ADR move on the back of reports of potential Verizon merger. Peripheral yields pulling back with the Italy 10yr -9bps to

gress May 19 — US debt ceiling limit July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 iR (203) 302-7300 (Description: Description: This e-mail and any files transmitted with it are confidential and intended only for the pe

kia receives Moody's downgrade, cut to B1 with negative outlook (trading -4.4%) • Liberty Global said unlikely to raise Kabel Deutschland bid after Vodafone (BB) (KD8 GY trading -0.07%) • Dentsu to raise as much as 120.1 billion Yen in public share sale to finance the Aegis deal Leading European Sector

C meeting September 5 — BOE/ECB rate decisions September 18 - FOMC rate decision September 22 — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 It (203) 302-7300 12 L;,Description: Description: EFTA00388085 This e-mail and any files transmitted with it are confidential and int

aranoid worldview WSJ • Gold plunge is cause for optimism WSJ • IBM Finds Itself Singing the Growth Blues WSJ Heard on the Street • Optimism of Vodafone deal as buyer sees tax light The Times • Carney warns Britain is a 'crisis economy" Telegraph • Financial transaction tax contravenes G20 agreeme

elections in 720 cities across Italy July 1 — Mark Camey takes over as BOE Governor September — German elections Ike Groff 1680 Washington Blvd I Stamford, CT 069011 lit (203) 302-7300 :Description: Description: This e-mail and any files transmitted with it are confidential and intended only for the p

ow) (trading +2.0%) EFTA00386142 • PostNL O2 ebit better, revs touch light, sees FY addressed mail volume drop 9-11% = worse (trading -10.3%) • Vodafone's Italian unit has started litigation against Telecom Italia seeking damages > €1 billion • Veolia H1 adjusted operating cash flow misses, revenues

ate decisions September 7 — Australian election September 18 - FOMC rate decision September 22 — German elections Ike Groff 1680 Washington Blvd 'Stamford, CT 069011 It EFTA00386147 ,Description: Description: This e-mail and any files transmitted with it are confidential and intended only for the p