EFTA01767354

From: Francisco D'Agostinci l Sent: Tuesday, October 9, 2012 7:51 PM To: Jeffrey Epstein Subject: Re: Venny & PDVSA On my way Francisco D'Agostino<=div> On Oct 9, 2012, at 9:48 PM, Jeffrey Epstein <jeevacation@gmail.com> wrote: come to coda= On Tue, Oct 9, 2012 at 9:40 PM, Francisc= D'Agostino wrote: > wrote: Now at the plaza athene. Francisco D'Agostino From: Jeffrey <jeevacation@gmail.com> Date: Tue, 09 Oct 2012 21:28:10 +0200 Subject: Re: Venny & PDVSA Where ar= you Sorry for all the typos .Sent from my iPhone On O=t 9, 2012, at 7:11 PM, "Francisco D'Agostino" There are two PVSA 2017 bonds: <=r>1) 5.25% coupn is trading at 77% yielding about 11.% 2) 8.50% coup=n is trading at about 88% yielding about 12.20%. The 8.50% coupon l=like. Its a big issue ($6BiIlion) so it has liquidity. The 5.25% is shit. <=r> The PDVSA 2021 is yielding 12.40% And the VENNY 2026 yielding 12%. We are landing in Paris in about one hour! Francisco D'Agostino EFTA_R1_00076579 EFTA01767354 From: Jeffrey Epstein <jeevacation@gmail.com <mailto:jeevacation@=mail.com» Date. Tue 09 Oct 2012 18:41:18 +0200 To: Subject: Re: Venny & PDVSA wha t about the 2017 12, 5 On T=e, Oct 9, 2012 at 6:23 PM, Francisco D'Agostino wrote: Hey Jeff, For longer term i=vestments, long only, the two bonds outside the curve are: PDVSA 202= 9% coupon trading at 82.50% And VENNY 2026 11.75% coupon trading at 98.50% Todd and Je=f take a look at them. See you in Paris soon! F. Francisco DrAgostino From: Jeffrey Epstein <jeevacation@gmail.com <mailto:=eevacation@gmail.com» Date: Wed, 03 Oct 2012 08:49:22 -0400 To: Subject: Re: Venny & PDVSA lets talk after the elecion i might want to come earlier, t=an nov 26, how much time do you need. On Wed, Oct 3, 2012 at 7:50 AM, Francisco D'Agostino wrote: EFTA_R1_00076580 EFTA01767355 Francisco D'Agostino Original Message From: "Francisco D'Agostino" Date: Wed, 3 Oct 2012 01:54:46 To: Jeffrey e stein<'eevacation mail.com <mailto:'eevacation@gmail.com» Reply-To: Cc: Meister, To < Francisco D'Agostino <20- The=information contained in this communication is confidential, may be atto=ney-client privileged, may constitute inside information, and is intended only for the use of the ad=ressee. It is the property of Jeffrey Epstein Unauthorized use, disc=osure or copying of this communication or any part thereof is strictly p=ohibited and may be unlawful. If you have received this communication in error, pl=ase notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and=br> destroy this communication and all copies thereof, including all attachme=ts. copyright -all rights reserved 3 EFTA_R1_00076581 EFTA01767356 The information contained in th=s communication is confidential, may be attorney-client privileged, mayar> constitute inside information, and is intended only for the use of the ad=ressee. It is the property of Jeffrey Epstein Unauthorized use, disc=osure or copying of this communication or any part thereof is strictly p=ohibited and may be unlawful. If you have received this communication in error, pl=ase notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and=br> destroy this communication and all copies thereof, including all attachme=ts. copyright -all rights reserved The information contained in this com=unication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the ad=ressee. It is the property of Jeffrey Epstein Unauthorized use, disc=osure or copying of this communication or any part thereof is strictly p=ohibited and may be unlawful. If you have received this communication in error, pl=ase notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and=br> destroy this communication and all copies thereof, including all attachme=ts. copyright -all rights reserved 4 EFTA_R1_00076582 EFTA01767357