EFTA01792330.pdf

From: Sent: Thursday, October 31, 2013 1:47 PM To: [email protected] Subject: Re: FB down despite solid earnings, ARIA down 50%, EURUSD down -1.365 [C] Classification: Confidential FB rallied back to $49, hasn't held yet but stock's all over. —$48.50 now. work Jan 60s 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: Jeffrey Epstein <jeeyacation@gmaitcorn> To: Date: 10/31/2013 09:31 AM Subject: Re: FB down despite solid earnings, ARIA down 50%, EURUSD down 1.365 [C] EFTA_R1_00123067 EFTA01792330 yes to fb calls but lets not get called away. . no On Thu, Oct 31, 2013 at 9:25 AM,I MMM > wrote: Classification: Confidential Good Morning Jeffrey - EURUSO 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 la 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? il( with you soon, a 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> 2 EFTA_R1_00123068 EFTA01792331 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 [email protected] <mailto:[email protected]> , 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. 3 EFTA_R1_00123069 EFTA01792332