Epstein Secrets

largely due to one-offs (trading -6.4%) • Allianz reports net income and operating pre-tax profit inline with prelims on Oct 29 (trading -1.5%) • Lafarge reports EBITDA inline, reiterates FY demand forecast, stock has had good run (trading +0.49%) • Novo Nordisk: FDA panel votes 8-4 to approve new ul

From: Ike Groff Subject: Early Tour 11.9.12 Date: Fri, 09 Nov 2012 11:03:56 +0000 Inline-Images: image001.jpg: image002.png u,pescription: Description: Good Mo

lJpfQp1W8> Airline ownership reform aims to boost investment FT<http://www.ft.com/cms/s/0/1f7d7744-6b73-11e0-a53e-00144feab49a.htmlfaxzzlJpfQp1W8> Lafarge in Clbn gypsum arm sale FT<http://www.ft.com/cms/s/0/0e0d3b70-6b8c-11e0- a53e-00144feab49a.html#axzzlJpfQp1W8> New HSBC chief plans radical shake-up

From: Ike Groff <MI > Subject: early tour 4.21.11 Date: Thu, 21 Apr 2011 10:38:05 +0000 Good Morning ... European Markets up 5-70 bps (Italy +1.5%)... Nikkei Clos

hunts for original web-series programming (WSJ) • Arthur Gallagher (AJG) to buy Wesfarmers Insurance broking unit for —$938 million • Holcim and Lafarge merger of equals (big antitrust concerns) (completion expected H1 2015) • Vivendi: Altice wins bidding contest for SFR phone unit (deal valued at m

From: Ike Groff Subject: Early Tour 4.7.14 Date: Mon, 07 Apr 2014 09:54:59 +0000 Inline-Images: image001.jpg; image002.png ,Description: Description: Good Morn

bt, reits outlook (trading +1.3%) • Finmeccanica O1 revs inline, EBITA light, net debt worse, net below, confirms 2013 targets (trading -0.40%) • Lafarge selling 14% stake in Indian subsidiary, raising Eur200mn to fund future Indian growth (trading +1.0%) • RWE O1 op profit inline, net income beats,

From: Ike Groff Subject: Early Tour 5.15.13 Date: Wed, 15 May 2013 09:56:01 +0000 Inline-Images: image001.jpg; image002.png L,,:pescription: Description: Good M

ading -2.9%) EFTA00390873 • Carlsberg Q1 sales ahead, net profit & EBIT beats, gained mkt share in all regions, keeps outlook (trading +1.8%) • Lafarge sales inline, weak margin, EBITDA misses, outlook remains unchanged, sees higher pricing (trading +5.2%) • Hannover Re Q1 NI better, op profit ligh

From: Ike Groff Subject: Early Tour 5.7.13 Date: Tue, 07 May 2013 09:56:44 +0000 Inline-Images: image001.jpg: image002.png G Description: Description: Good Morn