Epstein Files Search

EFTA01100347Set 9

2014-07-2918p7,458w

outage at Eastman's Kingsport plant reduced sates by $10MM I Price/price relative (in Specialty Fluids & Intermediates {SFI),), EBIT by $10MM (evenly divided between Advanced Matis, Fibers ... higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook: FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols in H2'14 Specialty Fluids & $633 $677 (6%) Vols: -,9%%, Price: +2%, FX: flat. Downside due to the unplanned shutdown of Intermediates

https://www.justice.gov/epstein/files/DataSet%209/EFTA01100347.pdf

EFTA01447956Set 10

1p590w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -.5490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447956.pdf

EFTA01461998Set 10

1p588w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -$490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01461998.pdf

EFTA01462052Set 10

1p589w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -.5490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462052.pdf

EFTA01461979Set 10

1p588w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -.5490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01461979.pdf

EFTA01447638Set 10

1p589w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -$490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447638.pdf

EFTA01462032Set 10

1p590w

higher demand in Additives & functional, Adhesives & plasticizers and Fibers offset by lower demand in Specialty fluids & intermediates. Acquired BP's aviation turbine oil business for $283MM. Outlook FY'14 Expects ... additional industry capacity. Outlook: Expects lower sales vols 17 H2'74 Specialty Fluids & $033 $677 (0%) Vols: -13%%, Price: +2%, FX: Ilat. Downside due to the unplanned shutdown of Intermediates ... than offsetting lower tow acetate vols and higher operating costs. Outlook:_FY74 ENT -.5490MM Specialty Fluids & $96 $118 (19%) Downside due to lower vols, higher raw material. & energy costs

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462032.pdf

EFTA01462040Set 10

1p535w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462040.pdf

EFTA01462006Set 10

1p534w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462006.pdf

EFTA01447964Set 10

1p535w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447964.pdf

EFTA01447646Set 10

1p535w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447646.pdf

EFTA01462060Set 10

1p534w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462060.pdf

EFTA01461987Set 10

1p535w

Change 12% 3% 70% 4% 2% Specialty Fluids & Ingerinerbelefs 2.548 2.473 2.497 2.505 2.600 % Change 34% (3%) 7% 0% 4% Total Segment Sales 9.198 9,087 9.332 9.630 9.910 Other ... Operating &begin 28.6% 29.6% 32.1% 32.0% 32.0% % Change 7% 6% ID% 4% 2% Specialty Fluids & Intermediates 278 359 384 310 376 011eranne7 Mar 70.9% 14.5% 14.6% 12.4% 74.4% % Change ... begin 33.9% 348% 36.6% 36.3% 363% % Change 7% 6% 75% 3% 2% Specialty Fluids & Intermediates 358 440 444 395 467 E BIWA Mgr) 14.1% 17.8% 17.8% 26.9% 18.0% % ClIOng0

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01461987.pdf

EFTA01447965Set 10

2014-07-291p700w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intemxicretett 96 118 90 61 304 84 96 85 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447965.pdf

EFTA01462041Set 10

2014-07-291p700w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intemxicretett 96 118 90 61 304 84 96 85 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462041.pdf

EFTA01462061Set 10

2014-07-291p700w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intemxicretett 96 118 90 61 304 84 96 85 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462061.pdf

EFTA01447647Set 10

2014-07-291p702w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intem*Ordett 96 118 90 61 304 84 96 135 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01447647.pdf

EFTA01461988Set 10

2014-07-291p700w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intemxicretett 96 118 90 61 304 84 96 85 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01461988.pdf

EFTA01462007Set 10

2014-07-291p700w

Change 73% 21% 15% 28% 79% 3% 5% 2% 5% 4% Specialty Fluids &Intemxicretett 96 118 90 61 304 84 96 85 65 310 operating Margin ... Change 16% 10% Fibers 627 546 E8t7IM Nippon 366% 343% % Change 15% 3% Specialty Fluids &Intermediate, 444 395 EBIT0.4 Margin 129% 152% % Change 1% (71%) Segment EBITOA

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462007.pdf

EFTA01462034Set 10

1p359w

EBIT climbed 6% to $123MM (cons: $126MM) while margins compressed 10 bps to 31.9%. Specialty Fluids & Intermediates sales fell 6% on 8% lower volume due to the Kingsport outage partially

https://www.justice.gov/epstein/files/DataSet%2010/EFTA01462034.pdf