Subject: FW: Catch up call
From: "Neil Callahan" <[email-masked]>
To: "'Chris Heinz'" <[email-masked]>, "'Hunter Biden'" <[email-masked]>
Cc: "'Devon Archer'" <[email-masked]>, "'Eric Schwerin'" <[email-masked]>
Date: Thu, 9 Dec 2010 10:26:53 -0500

Guys,

Very interesting progress:  Curt was able to isolate and pick clear signals
8 days before the decision on National Broadband in Australia.  

We looked at the trading of Telstra ($33B market cap stock
http://finance.yahoo.com/q?s=TLSYY.PK) - during the period of debate around
National Broadband there were 10-15% swings over a period of 10-12 weeks.

I am going to speak with Curt at 2pm today and just push ahead with him.

Best,

Neil

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Neil Callahan
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-----Original Message-----
From: Curt Hastings [mailto:[email-masked]] 
Sent: Wednesday, December 08, 2010 9:48 PM
To: [email-masked]
Cc: Devon Archer
Subject: Re: Catch up call

Hey Neil,

I could do a call tomorrow.  Have 2 PM blocked out as usual but another time
could work.

I reran the deck for Aus but haven't done any "hard" analysis, however, two
quick points of interest

* We could have anticipated rising salience of the broadband network issue
about 8 days prior to the market.  See charts below.

* Other issues got reset as a result of this deal (and, possibly, the
Australian Parliament going on summer recess) -- this is consistent with
game theoretic analysis of the various possible trades among the coalitions.

Curt

CHART 1: Unweighted mentions of the NBN in Australian news feed (this is
roughly what other players would get from doing trends analysis on the news
feed).