EFTA02602661.pdf
dataset_11 pdf 81.0 KB • Feb 3, 2026 • 2 pages
From: jeffrey E. <jeevacation@gmail.com>
Sent: Wednesday, August 1, 2018 4:14 PM
To: Paul Barrett; Richard Kahn
Subject: Re: PLN Hedge to roll
close out both postions
On Wed, Aug 1, 2018 at 12:09 PM, Paul Barr=tt < <mailto >>
wrote:
Jeffrey
We are still long 20,000 shares of CD Projekt (Polis= gaming stock). We bought the stock back in April at PLN120.
Currently at =LN204. So up around $411K on this remaining tranche. We did take profits o= the other half at PLN165.
I think we should hold the position. If you agree I =ould like to roll the PLN hedge that is maturing tomorrow. We are
short 3.=MM PLN vs $878K USD via the hedge. I don't have a view on PLN and =ould rather not have the exposure. We
could roll for 3 months.
Paul
Paul Barrett
Alpha Group Capital LLC
142 W 57 <https://maps.google.com/?q=142+W+57&=entry=gmail&source=g> th Street, llth<=sup> Floor, New York,
NY 10019
(o) (c) <1=>
<mailto
EFTA_R1_01791199
EFTA02602661
=/span>
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EFTA02602662
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