EFTA01207022.pdf

From: Vahe Stepanian To: Jeffrey Epstein <jeevacation@gmail.cona> CC: Daniel Sabba , Ariane Ds er , Paul Morris Stewart Oldfield , Richard Kahn Subject: SGMO and VIAB [C) Date: Thu, 06 Aug 2015 15:57:59 +0000 Inline-Images: image002.jpg; image004.jpg Classification: Confidential Jeffrey — as you may have seen, SGMO and VIAB reported earnings yesterday afternoon and this morning (respectively). Each name is down 17%+ on the back of the reports as both missed analyst expectations. Recall that you're long the following: Ticker Quantity Date of Pur Ace Cost Ras' SGMO 50,000 5/28/2013 $8.44 VIAB 5,000 6/10/2015 $67.74 Thank you, Vahe _SGMO U5 $ S T 7.5899 -1.65 P7.58/7.59P 4x4 At 11:49 Vol 1,382,929 0 8.57Q H 8.609 L 7.39D Val 10.817m SGMO US E uit 97) Actions • 98) Output Earnings & Estimates' Sangamo BioSciences Inc Perioclicit; Source Standard g Cur USD II 1) Earnings History (ERN) 2) Current Multiples 3) Analyst Coverage (ANR) Next Announcement (E) 10/22/15 Trailing 12M P/E Buy/Hold/Sell 7/0/0 Prior Announcement 08/05/15 Forward 12M P/E Current Price 7.55 Avg/Implied 1 Day Move 8.82% / • Est. LTG (EPS) Target Price 22.00 Current Consensus (EEO) 2D Current Period Overview (Q3/15) 2D Prior Period Analysis (02/1S) Meastire Estiniate Surprise Comps Scorecard (7 of 15) Past Surprise 11) EPS Adjusted+ -0.170 -0.122 Beat:4 Met:1 Missed:2 Beat 4 of 8 12) EPS GAAP -0.170 -0.115 Beat:4 Met:1 Missed:2 Beat 4 of 8 13) Sales 8.358M 14.600M Beat:4 Met:0 Missed:3 Beat 7 of 8 14) Net Income Adjusted+ -12.126M -8.286M Beat:4 Met:0 Missed:3 Beat 5 of 8 1S) Operating Profit -8.655M 16) EBITDA -8.000M S. Earnings Trends (EM) • Q2s Only ) Estimate Revision Charting (EEG) **ad r r I om Ni00 • MarIS OdNolod Swale 735 •12 rr •MaW AyW MW 20M 0.10 MOO MW 4212 lW -014 12M ' 046IOM o.ta tkco ,211•14 0.1- 14 C14. 14 01. 15 02 15 03 IS au 01 10 02 10 EFTA01207022 IVIA8 US $ 5 142.66 -8.75 P42.66 /42.69Q 2x6 rill At 11:48 jAi n z igida . r oa6916 . 4 49.50P L 39.28Y Val 807.08611 Output - - ""ENINIIPPERIMarr. Viacom Inc Periodicity Mg= Source Standard • Cur MIN 1) Earnings History (ERN) 1) Current Multiples 3) Analyst Coverage (ANR) Next Announcement TBA Trailing 12M P/E 7.53 Buy/Hold/Sell 19/13/5 Prior Announcement 08/06/15 Forward 12M P/E 6.64 Current Price 42.68 Avg/Implied 1 Day Move 4.40% / 4.43% Est. LTG (EPS) 10.67% Target Price 74.50 4) Current Consensus (EEO) 21) Current Period Overview (Q4/15) ilt Prior Period Analysis (Q3/15) 1.9%eaSOft Actual! Estimate! Surprisernomps korecard (5 of 5) Past surprise 11) EPS Adjusted' 1.470 1.470 0.02% Beat:4 Met:0 • :eat 6 of 8 12) EN GAAP 1.470 1.467 0.18% Beat:2 Met:0 Ilissed:.; Heat 6 of 8 B) Sales 3.058B 3.2268 -5.21% Beat:2 Met:0 Missed:3 Missed 6 of 8 14) Net Income Adjusted. 591.000M 594.62514 -0.61% Beat:4 Ftet:0 Missed:1 Beat 6 of 8 IS) Operating Profit 1.0368 16) EIJI IDA 1.0808 5) Earnings Trends (EM) ■ Q3s Only 6) Estimate Revision Charting (EEG) te.".. • 31S VIM:pass SWIM LO ■ Aar! IPS his' Ca l• 010 al Id/ 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. EFTA01207023