📄 Extracted Text (872 words)
From: jeffrey E. <[email protected]>
Sent: Thursday, September 18, 2014 6:03 PM
To: A. de Rothschild
Subject: Re:
with my proposed structure, what is your downside. =C2 your shareholder position does not really give you leverage re
brand=. in fact may cmplicate it
<=iv class="gmail_quote">On Thu, Sep 18, 2014 at 1:56 PM, A. de Rothschild=«mailt > wrote:
84 i need them to give in on the brands .
Yv=s spoke to Kathy . He was fuming against Pillsbury and wants to stop using=them
Sent from my iPhone
On 18 sept. 2014, at 1=:09, "jeffrey E." <[email protected] <mailto:[email protected]» wrote:
yes, lye gone through all the=r numbers and have spoken to friends.
i see no=problem for you, and in fact if i were to sell them your stock i wou=l make it at a price that reflected
the movement over the next two years.=C2 ( the term of the new directors. ) so see the 5.3 million shar=s at the
hightest 5 day average over the next two years. 17 50=now. plus balance .
On Thu, Sep 18, 2014 at 11:40 AM, A. de Rothschild wrote:
No not jardine- they hate each . I have no restrictions. <Riv>
I re-read their motions : 70 mio capital+ 300mio additionnal debt =
Very heavy on their balance sheet.
No cla=ity,no description of fund use and asking for entire powers to be given to=mgt .
Sent from my iPhone
On 18 sept= 2014, at 17:26, "jeffrey E." <[email protected] <mailto:jeevacation@=mail.com»
wrote:
</=iv>
maybe , with jardine,=C2 but doubtful, -- do you have restrictions on the=C2 shares. you
own. sale transfer etc.
On Thu, Sep 18, 2014 at 10:=9 AM, A. de Rothschild
<mailto: wrote:
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Its looks more like thst the y=re preparing their group for a merger
Sent from my iPhone
On 18 sept. 2014, at 14:02, "jeffrey E." <[email protected]<h» wrote:
= dont think they are going to sell. i think they are buying back, shares=C2 and issuing
new ones. i see no real problem for yo=, none
=AO please note
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