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

From: Ike Groff Subject: Early Tour 11.13.12 Date: Tue, 13 Nov 2012 10:59:57 +0000 Inline-Images: image00 1 jpg; image002.png RDescription: Description: Good Mo

tial acquisitions (trading +1.6%) PostNL CEO resigns over personal issues, not business driven but market won't like (trading -3.7%) Deadline for Vodafone to make offer or walk away from Cable & Wireless extended to noon on Apr 23 DB denies that it is considering selling shares to raise capital after

From: Ike Groff Subject: Early Tour 4.20.12 Date: Fri, 20 Apr 2012 10:16:53 +0000 Good Morning European Markets up 20-100 bps (Spain +1.4%) Nikkei Closed -0.28%

departures and fines (Bloomberg) Philips Q1 strong with solid top line driven by healthcare, remains cautious for 2012 (trading +4.7%) billion) Vodafone agrees to buy Cable & Wireless for 38p/share (closed Friday at 32p) (£1.04 Aviva set to pull out of US in a move that could lose the UK insurer £1 b

From: Ike Groff Subject: Early Tour 4.23.12 Date: Mon, 23 Apr 2012 10:17:13 +0000 Good Morning European Markets off 1.5%-2.5% (Spain -2.85%) Nikkei Closed -0.20

MTZ, OFC, PROJ Shareholder Meetings: ALCO, JACK, SLP Equity/Mixed Shelf s: WWWW, MAR, ALXA Other Newspaper Articles & Stories Barron's positive: Vodafone (VOD) Barron's<online.barrons.com/article/SB50001424052748704625304577227403950704074.html> WSJ positive: Nestle (NESN VX) WSJ<http://online.wsj.c

From: Ike Groff <MI > Subject: Early Tour 2.17.12 Date: Fri, 17 Feb 2012 11:16:05 +0000 Good Morning European Markets up 30-90 bps (Greece +3.5%) Nikkei Closed

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

From: Ike Groff Subject: Early Tour 5.14.13 Date: Tue, 14 May 2013 09:53:30 +0000 Wine-Images: image00 1 .jpg; image002.png Description: Description: Good Morn

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

From: Ike Groff Subject: Early Tour 5. Date: Mon, 13 May 2013 09:54:05 +0000 Inline-Images: image001.jpg: image002.png ; -1,,Description: Description: Good Morn

redit Suisse to intensify cost-cutting The Times • Sony to profit after five-year slump The Times • Exporters steer clear of Europe The Times • Vodafone joins queue at the Burma border The Times • EU Budget cut for the first time in history Telegraph • Dreamliner tests 'failed to spot battery flaw

From: Ike Groff Subject: Early Tour 2.8.13 Date: Fri, 08 Feb 2013 10:56:38 +0000 Inline-Images: image001.jpg: image002.png Le:Description: Description: Good Mor

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

From: Ike Groff Subject: Early Tour 3.6.13 Date: Wed, 06 Mar 2013 11:03:06 +0000 Inline-Images: image00 1 .jpg; image002.png Description: Description: Good Mor

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

From: Ike Groff Subject: Early Tour 7.3.13 Date: Wed, 03 Jul 2013 09:41:59 +0000 Inline-Images: image001.jpg: image002.png La.:Description: Description: Good Mo

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

From: Ike Groff Subject: Early Tour 4.19.13 Date: Fri, 19 Apr 2013 09:39:26 +0000 Inline-Images: image00 1 jpg; image002.png Description: Description: Good Mor