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From: Ike Groff Subject: Early Tour 3.13.12 Date: Tue, 13 Mar 2
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 20
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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From: Ike Groff <Ma Subject: Early Tour 7.31.12 Date: Tue, 31 J
, 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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Ike Groff
PERSON1,286 w/ Lesley·3 w/ Weir
Bloomberg L.P.
ORGANIZATION123 w/ Lesley·2 w/ Weir
Barron
PERSON61 w/ Lesley·2 w/ Weir
Madrid
LOCATION46 w/ Lesley·2 w/ Weir
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Baird
PERSON44 w/ Lesley·2 w/ Weir
Angela Merkel
PERSON22 w/ Lesley·2 w/ Weir
François Hollande
PERSON21 w/ Lesley·2 w/ Weir
Macau
LOCATION13 w/ Lesley·2 w/ Weir