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From: Ike Groff Subject: Early Tour 4.16.14 Date: Wed, 16 Apr 2
cautious on FX impact (trading +1.8%) • Luxottica signs 10yr eyewear license agreement with Michael Kors, 151 collection in Jan (trading +1.7%) • Ziggo O1 revenues inline, ebitda light, outlook unchanged, underpinned by bid (trading +0.14%) • Persimmon new financial year started well, weekly privat
From: Ike Groff Subject: Early Tour 4.20.12 Date: Fri, 20 Apr 2
3c) (customers shipping at lower vols) EFTA00414851 Lubrizol CEO plans to increase revs by - 60% as he sets goals under new Berkshire ownership Ziggo (Dutch cable provider) Ql ok, rising sales, confirms guidance, positive commentary (trading -1.7%) Nestle Q1 better across board, outlook confirmed
From: Ike Groff <Ma Subject: Early Tour 7.31.12 Date: Tue, 31 J
reduced into numbers (trading -4.2%) Eutelsat H1 inline, good mix, capex lower but net debt higher, Ka-band data points positive (trading -1.1%) Ziggo, JPM/MS placing 29M shares for Cinven/Warburg Pincus, reducing stake to 57% (trading -3.5%) DSV Q2 solid earnings per unit, good margins, guiding d
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