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From: Ike Groff Subject: Early Tour 3.13.12 Date: Tue, 13 Mar 2012 10:12:56 +0000 Good Morning European Markets up 75-130 bps Nikkei Closed +0.09% (HSI +0.97%,
ofit will probably beat 2011's E7.38B (ebit margin may disappoint Antofagasta FY inline, div disappoints, sees copper production FY12 +10% (trading Weir Group withdraws from bidding for Ludowici, will make no further offer (trading Swatch sales may rise by - 10% in 2012 amid strong demand out of North Amer
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From: Ike Groff Subject: Early Tour 5.9.12 Date: Wed, 09 May 2012 10:16:39 +0000 Good Morning European Markets off 35-80 bps (DAX flat, IBEX -2.6%) Nikkei Close
r, margins inline, outlook unchanged (trading +0.70%) Glencore International Q1 inline except copper slightly below, outlook good (trading +2.4%) Weir Group upstream oil & gas weaker, guidance unchanged, short interest - 20% (trading -6.2%) Holcim Ql sales inline, net misses, cost savings announced, out
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rata EGM to vote on Glencore deal September 12 - Germany's Constitutional Court ruling on ESM S, Fiscal Pact November 6 - US Presidential Election Ike Groff Stamford, CT 069011 e• mailto: (Description: Description: cid:[email protected]) This e-mail and any files transmitted with it are c
, challenging outlook for 2013 (trading +6.7%) EDF H1 EBITDA better due to adverse cold weather in France, confirms 2012 guidance (trading +1.3%) Weir Group H1 solid, orders inline, increases div to 8p, cutting outlook and growth forecasts (trading -3.1%) Erste Bank Q2 inline, reducing FY guidance after
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