EFTA00869464.pdf

From: "Jeffrey E." <[email protected]> To: "A. de Rothschild" Subject: Re: Date: Thu, 18 Sep 2014 18:02:40 +0000 with my proposed structure, what is your downside. your shareholder position does not really give you leverage re brands. in fact may cmplicate it On Thu, Sep 18, 2014 at 1:56 PM, A. de Rothschild < wrote: B4 i need them to give in on the brands . Yves spoke to Kathy . He was fuming against Pillsbury and wants to stop using them Sent from my iPhone On 18 sept. 2014, at 19:09, "jeffrey E." <[email protected]> wrote: yes, lye gone through all their numbers and have spoken to friends. i see no problem for you, and in fact if i were to sell them your stock i woudl make it at a price that reflected the movement over the next two years. ( the term of the new directors. ) so see the 5.3 million shares at the hightest 5 day average over the next two years. 17 50 now. plus balance . On Thu, Sep 18, 2014 at 12:38 PM, A. de Rothschild < wrote: I doubt...but if its the case better for me Sent from my iPhone On 18 sept. 2014, at 18:17, "jeffrey E." <[email protected]> wrote: so they are raising debt in an attempt to get their stock price up. its a good move On Thu, Sep 18, 2014 at 12:00 PM, A. de Rothschild l> wrote: Yes they can buy back up to10% of their shares at max price 35 on the mkt. If i sell to them it sat current mkt price 17.40 Sent from my iPhone On 18 sept. 2014, at 17:49, "jeffrey E." <[email protected]> wrote: but they have asked for for permission to buy in common shares. up to 35 e , each; so do i understnd correctly that you could sell your 5 imllion shares to anyone? On Thu, Sep 18, 2014 at 11:40 AM, A. de Rothschild =a wrote: No not jardine- they hate each . I have no restrictions. I re-read their motions : 70 mio capital+ 300mio additionnal debt - Very heavy on their balance sheet. No clarity,no description of fund use and asking for entire powers to be given to mgt . EFTA00869464 Sent from my iPhone On 18 sept. 2014, at 17:26, "jeffrey E." <[email protected]> wrote: maybe , with jardine, but doubtful, -- do you have restrictions on the shares. you own. sale transfer etc. On Thu, Sep 18, 2014 at 10:49 AM, A. de Rothschild < > wrote: It s 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]> wrote: I dont think they are going to sell. i think they are buying back, shares and issuing new ones. i see no real problem for you, none please note 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 JEE 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note 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 JEE 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00869465  please note 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 JEE 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note 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 JEE 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note 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 JEE 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, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note EFTA00869466 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 JEE 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], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00869467