Epstein Secrets

<mailto EFTA_R1_01831913 EFTA02623179 From: Paul Barrett Sent: Tuesday, September 11, 2018 5:01 PM To: 'jeffrey E.' <[email protected]>; 'Richard Kahn' < Subject: RE: Bond idea Nothing done yet. Hopefully they hit our bid tomorrow. I don't want to chase given what a big impact a slightly higher pr

tember 14, 2018 6:29 PM To: jeffrey E.; Richard Kahn Subject: RE: Bond idea Jeffrey We bought the

D denominated bond yielding —8.60% c. Net leverage of 3.52x d. Rated BB by S&P e. EUR 3bIn market cap f. Notional outstanding on this bond is EUR 674MM. Company had EUR 2.2b1n in cash and EUR 3.1bIn in undrawn credit facilities maturing in 2020-22 g. JPM overweight the credit h. I would do $3MM

mailto From: Paul Barrett Sent: Thursday, September 06, 2018 11:10 AM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' < <mailto Subject: Bond idea Hi Jeffrey > > 1. Buy Casino Groupe (French supermarket company with operations in Europe and South America) bonds

tember 11, 2018 9:01 PM To: jeffrey E.; Richard Kahn Subject: RE: Bond idea Nothing done yet. Hopef

D denominated bond yielding -8.60% c. Net leverage of 3.52x d. Rated BB by S&P e. EUR 3bIn market cap f. Notional outstanding on this bond is EUR 674MM. Company had EUR 2.2b1n in cash and EUR 3.1bIn in undrawn credit facilities maturing in 2020-22 g. JPM overweight the credit h. I would do $3MM

mailto From: Paul Barrett Sent: Thursday, September 06, 2018 11:10 AM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' < <mailto > > Subject: Bond idea Hi Jeffrey 1. Buy Casino Groupe (French supermarket company with operations in Europe and South America) bonds

ptember 7, 2018 3:16 PM To: jeffrey E.; Richard Kahn Subject: RE: Bond idea Well received. London

2 EFTA_R1_01833674 EFTA02623877 c. Net leverage of 3.52x d. Rated BB by S&P e. EUR 3bIn market cap f. Notional outstanding on this bond is EUR 674MM. Company had EUR 2.2bIn in cash and EUR 3.1bIn in undrawn credit facilities maturing in 2020-22 g. JPM overweight the credit h. I would do $3MM

) (c) From: Paul Barrett Sent: Thursday, September 06, 2018 11:10 AM To: 'jeffrey E.' <[email protected] <mailto:[email protected]» Cc: 'Richard Kahn' < Subject: Bond idea Hi Jeffrey 1. Buy Casino Groupe (French supermarket company with operations in Europe and South America) bonds a. COFP 4.4

tember 10, 2018 5:29 PM To: jeffrey E.; Richard Kahn Subject: RE: Bond idea Bonds traded up again.

c. Net leverage of 3.52x d. Rated BB by S&P 2 EFTA_R1_01834666 EFTA02624400 e. EUR 3bIn market cap f. Notional outstanding on this bond is EUR 674MM. Company had EUR 2.2bIn in cash and EUR 3.1bIn in undrawn credit facilities maturing in 2020-22 B. JPM overweight the credit h. I would do $3MM