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From: Ike Groff Subject: Early Tour 2.4.16 Date: Thu, 04 Feb 201
showed all carmakers over emission limits. Healthcare names are an underperformer as Astrazeneca (-4%) miss on EPS and provide lacklustre guidance. Syngenta is trading -1.6% today to CHF 396.60 which is —19% discount to the ChemChina bid. In the US, CBS is trading +4% after Sumner Redstone resigns as cha
From: Ike Groff Subject: Early Tour 4.16.14 Date: Wed, 16 Apr 2
ittle EUV detail, cc 9am EST (trading -3.3%) • Edenred O1 underlying numbers look ok although hurt by FX due to BrazilNenezuela (trading -2.0%) • Syngenta O1 sales +5.0% matching estimates, says on track for sales growth target (trading +1.3%) • Reckitt Benckiser numbers inline with estimates, on trac
From: Ike Groff Subject: Early Tour 1.8.14 Date: Wed, 08 Jan 20
o buy Aptalis Holdings from TPG for about $3B (WSJ) • Wellpoint agrees to sell 1-800-Contacts to THL & glasses.com to Luxottica, reaffirms FY13 • Syngenta announces Robert Berendes to leave company at the end of Q1 (trading -0.30%) • Baloise reach with agreement with employee reps, 400 job cuts by 201
From: Ike Groff Subject: Early Tour 11.13.12 Date: Tue, 13 Nov 2
nce, 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), receives Isopyrazam Fungicide approval (trading -0.40%) • TalkTalk H1 good, EBITDA better, raising dividend
From: Ike Groff Subject: Early Tour 7.3.13 Date: Wed, 03 Jul 201
erman losses higher (trading -7.7%) • Aker Solutions wins drilling deliver contract with Daewoo shipbuilding, value undisclosed (trading -2.1%) • Syngenta acquires African corn seed business MRI in Zambia, no financials given (trading -1.2%) • Mediaset Chariman Berlusconi sees July ad sales rising mor
Entities connected to both Lesley Groff and Syngenta
Ike Groff
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Stanford University
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