From:
Sent: Thursday, October 31, 2013 1:53 PM
To: jeevacation@gmail.com
Subject: Re: FB down despite solid earnings, ARIA down 50%, EURUSD down -1.365 [C]
Classification: Confidential
understood. ty
From: Jeffrey Epstein <jeevacation@gmail.com>
To: SEMISION SIESSION
Date: 10/31/2013 09:52 AM
Subject: Re: FB down despite solid earnings, ARIA down 50%, EURUSD down 1.365 (Cl
no not enough premiim lets speak later today,
On Thu, Oct 31, 2013 at 9:47 AM, rote:
Classification: Confidential
EFTA_R1_00123246
EFTA01792422
FB rallied back to $49, hasn't held yet but stock's all over. —$48.50 now.
work Jan 60$ or 62.50s at a limit?
Dec 57.50'$0.75
Dec 60 - $0.50
Jan 57.50 - $1.24
Jan 60 -$0.90
Jan 62.50 -$0.64
source: bloomberg 10/31/13
From: Jeffre E stein <'eevacation@ mail.com <mailto:jeevacation@gmail.com»
To:
Date: 10/31/2013 09:31 AM
Subject: Re: FB down despite solid earnings, ARIA down 50%, EURUSD down —1.365 [CI
yes to fb calls but lets not get called away. . no
On Thu, Oct 31, 2013 at 9:25 AM, > wrote:
Classification: Confidential
Good Morning Jeffrey -
2
EFTA_R1_00123247
EFTA01792423
EURUS0 sold off on the FOMC announcement (or rather absence thereof ?). Thoughts on a knock-in? Indicative levels
from DB FX: a 6mo 1.3650 Vanilla Euro put costs' $30k per Euro 1mm. vs the 6mo 1.3650 Euro Put with a XI at 1.3900
costs - $13k per Euro 1mm. (indicative levels only, subject to market movement)
ARIA - down 50% (^$2.30 in pre) on reports that the co is discontinuing Iclusig marketing in the US
FB - -$46.66 (down 4.5%) posted solid Q3 EPS of $0.25 vs. $0.19 cons. Stock was volatile in the aftermarket, dropping
-15% after the CFO suggested ads-per-user growth was tapped out. Shares recovered to -$49 in the pre this morning as
bulls point to pricing and continued successful mobile growth as the forward earnings drivers. DB's analyst remains
positive but suggests FB mgmt removed the "dream scenario" that he thought would continue for a couple more years.
(DB = Buy, $61tgt).
Recall, you own 17.5k shares of FB. Dec calls?
Speak with you soon,
Source: Bloomberg, Streetaccount, DB Global Markets Research 10/31/13
https://ger.gm.cib.intranet.db.com/ger/document/pdf/0900b8c08775b75e.pdf
<https://ger.gm.cib.intranet.db.com/ger/document/pdf/0900b8c08775b75e.pdf>
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
3
EFTA_R1_00123248
EFTA01792424
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail.com> , and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
Jeffrey Epstein
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
communication in error, please notify us immediately by
return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail.com> , and
destroy this communication and all copies thereof,
including all attachments. copyright -all rights reserved
This communication may contain confidential and/or privileged information.
If you are not the intended recipient (or have received this communication
in error) please notify the sender immediately and destroy this
communication. Any unauthorized copying, disclosure or distribution of the
4
EFTA_R1_00123249
EFTA01792425
material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information
contained in this communication should not be regarded as such.
5
EFTA_R1_00123250
EFTA01792426