Subject: RSCI Portfolio Updates and Press Clips 06.18
From: "Marianna Fazylova" <[email-masked]>
To: "RSCI Updates and Press Clips" <[email-masked]>
Date: Mon, 18 Jun 2012 09:18:01 -0400

ALLOY ENTERTAINMENT<http://www.alloymarketing.com/>

Chicago Tribune 6/11

Warner Bros. TV to buy "Gossip Girl" producer Alloy<http://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=newssearch&cd=1&ved=0CC0QqQIwAA&url=http%3A%2F%2Fwww.chicagotribune.com%2Fbusiness%2Fsns-rt-us-timewarner-alloybre85a1b4-20120611%2C0%2C4441516.story&ei=K1XWT_WiKKPG6AH_9MmIAw&usg=AFQjCNHtppY2zh3SwRWJ889lOzuAjjb-2Q>
Time Warner Inc's Warner Bros. Television Group will buy Alloy Entertainment, the producer of "Gossip Girl" and other youth-oriented television shows, films and books, the companies said on Monday. Alloy is owned by an investor group led by Strauss Zelnick, co-founder of Zelnick Media...The deal is expected to close in the third quarter, Warner Bros and Zelnick said in a statement. Leslie Morgenstein, Alloy Entertainment's president, will stay on to run the company within Warner Bros., the statement said.

BUSCH ENTERTAINMENT

UT San Diego 6/11
SeaWorld bests most theme parks in attendance growth<http://www.utsandiego.com/news/2012/jun/11/seaworld-bests-most-theme-parks-in-attendance-gain/>
Credit the endangered turtles exhibit, says SeaWorld, for its sharp uptick in attendance last year, a gain that was second only to Universal Orlando's Wizarding World of Harry Potter. Its 13 percent increase in attendance, according to a newly released report, comes after two years of substantial declines.

DIAMONDBACK TACTICAL  <http://www.firstchoicearmor.com/>

Supply Chain Digital 6/9
Diamondback Tactical: Tackling the Challenges<http://www.supplychaindigital.com/press_releases/diamondback-tactical-tackling-the-challenges>
In a report in Business Review USA, Dale Taylor talks about the success of Diamondback Tactical. The merging of two companies only meant one thing for Diamondback Tactical: success. Diamondback Tactical acquired First Choice Armor and Equipment in 2010 in an effort to expand personal and market growth, product extension, as well as broadening its customer base. Diamondback Tactical took off 2001 in Phoenix, Arizona.

ENERGY FUTURE HOLDINGS<http://www.energyfutureholdings.com>

Yahoo Finance 6/7

TXU Energy Celebrates First Year of iPhone App, Sees Mobile Traffic Double<http://finance.yahoo.com/news/txu-energy-celebrates-first-iphone-130000283.html>
Since last year, traffic to TXU Energy's mobile properties has more than doubled and continues to increase.  When the company launched its free iPhone app last June, TXU Energy became the first electricity retailer in Texas<http://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.txu.com%2Fabout%2Fpress-releases%2F2011%2F20110607-txu-energy-launches-first-iphone-app.aspx&esheet=50302801&lan=en-US&anchor=first+electricity+retailer+in+Texas&index=3&md5=aef6828c82f5dad4c642a698d6b1c564> to offer its customers mobile access to their accounts through an app for the iPhone, iPad(r)<http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.apple.com%2Fipad&esheet=50302801&lan=en-US&anchor=iPad%C2%AE&index=4&md5=4137c4338a32fdd0cf8978a3da211b0a> and iPod touch(r)<http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.apple.com%2Fipodtouch%2F&esheet=50302801&lan=en-US&anchor=iPod+touch%C2%AE&index=5&md5=671f404a8f39df098513e648bc5bb3cc>.

FISKER AUTOMOTIVE<http://www.fiskerautomotive.com/en-us>

Inside EVs 6/7

Fisker Extends US Dealer Network With Penske Automotive Group<http://insideevs.com/fisker-extends-us-dealer-network-with-penske-automotive-group/>
Fisker Automotive, the leading manufacturer of luxury Electric Vehicles with extended range, is joining forces with Penske Automotive Group, a leading international auto retailer, to market and service Fisker cars in Arizona and the surrounding region. The addition of the new Arizona outlet will bring to 80 the number of independent retail locations in the US, Canada and Europe serving Fisker. Of that total, Fisker's award-winning Karma model is sold through 48 outlets in North America alone, and will soon be distributed for the first time in China and the Middle East following new retail agreements in both regions.

Torque News 6/7

Fisker Automotive continues expansion with new dealership in Montreal<http://www.torquenews.com/1075/fisker-automotive-continues-expansion-new-dealership-montreal>
Fisker of Montreal opened this week continuing the expansion of Fisker dealerships around the world that now numbers 79 dealerships. On Monday, Fisker Automotive announced the company had signed an agreement to open Fisker of Montreal. The new dealership was formed in collaboration with one of the largest retailer groups in Canada, the Holand Automotive Group, and Group Park Avenue.

Live Trading News 6/17

Fisker Automotive Update<http://www.livetradingnews.com/fisker-automotive-76813.htm#.T95pp7XY-KI>

*         The highlights; revenues exceeding $100-M in 4 months to 30 March 2012, and 1,000 vehicles delivered to customers since the launch of the luxury electric-car maker. The vehicle has been available since December 2011.

*         The company announced that its total funding is more than $1-B, and private-equity funding for Y 2012 exceeds $174-M to 20 May 2012.

*         The company reported it has reached a distribution agreement in the Middle East and that sales figures though April 2012, in the Netherlands, ranked 2nd to the Porsche Panamera.

HEALTHSCOPE<http://www.healthscope.com.au/info/general/Home/get/0/0/>

The Age 6/8

Private health 'worried' on means testing<http://www.theage.com.au/business/private-health-worried-on-means-testing-20120607-1zyxj.html>

AUSTRALIA'S private health industry is still unclear about the impact of the looming means testing of private health insurance, according to sector veteran Robert Cooke, as insurers urge policy holders to pay up front to avoid additional costs. ''I think we're all worried,'' said Mr Cooke, the managing director and executive chairman of Australia's second-largest private hospital company Healthscope.

''I think the number of people who will drop [their coverage] ... I don't think that's going to be big. But what is up in the air is how many people will drop their products.''

Sydney Morning Herald 6/11

Healthcare stands out in a depressed market<http://www.smh.com.au/business/healthcare-stands-out-in-a-depressed-market-20120610-204ew.html>

After years of being overshadowed by resources and banks, listed health companies are in something of a sweet spot. The healthcare sub-index is up 16 per cent this year, versus a flat benchmark index. As the industry veteran Robert Cooke recalls: ''Ten years ago, I argued with a rem [remuneration] committee chairman that the best way for me to get a bonus would be for there to be a recession.''And as it turns out, I actually was right,'' says Cooke, who is the managing director of the private hospital, pathology and medical centre company Healthscope.

NORTHERN TIER ENERGY (NTE)<http://www.ntenergy.com/>

IPO Line-Up<http://www.ipovitalsigns.com/IPOQueue/ipoqueue.htm>

(Ranked by Initial Filing Date)

This week's IPO Line-Up contains IPO Registrants that have had filing activity in the last 8 weeks
and have not gone public or withdrawn from registration.
IPO Registrant

Form
Type

1st Lead Mgr
Listed

Initial Filing
Date

Filing w/
Initial Price
Range

4/16 -
   4/20

4/23 -
  4/27

4/30 -     5/4

5/7-      5/11

5/14 -      5/18

5/21      5/25

 5/28-      6/1

6/4 -
    6/8

Northern Tier Energy

S-1

Goldman Sachs

12/13/11

--

--

--

5/4

--

--

--

5/30

--

THE WEATHER CHANNEL COMPANIES <http://press.weather.com/>

GPS Business News 6/10
The Weather Channel Partners with PlaceIQ for Mobile Audience Targeting<http://www.google.com/url?sa=X&q=http://www.gpsbusinessnews.com/The-Weather-Channel-Partners-with-PlaceIQ-for-Mobile-Audience-Targeting_a3683.html&ct=ga&cad=CAcQAhgAIAAoATADOANAkd3Y_gRIAVAAWABiBWVuLVVT&cd=sQIQT5ucAME&usg=AFQjCNETpu4YvrZtnZ42SVstEni5PLLCyQ>
The Weather Channel Companies announced today to be the first publisher to partner with hyperlocal data company PlaceIQ to provide advertisers with new granular, hyperlocal audience targeting capabilities. This targeting is now available on The Weather Channel iPhone App and will be rolling out on The Weather Channel Android App in July and all mobile platforms later this year.

TEKELEC

Tekelec 6/6

Tekelec Wins "Most Innovative Company" Award<http://www.tekelec.com/news-&-events/prDetail.asp?prID=987>

Mobile broadband solutions company Tekelec received the "Most Innovative Company" recognition from Pipeline's 2012 Innovation Awards. A panel comprised of service providers and industry analysts selected Tekelec as the company that best embraces and promotes innovation throughout its organization. Tekelec won the Most Innovative Company honor based on its unique ability to help service providers shift from network and device providers to service and content enablers. The company shared its vision for the New Diameter Network, the foundation for a successful mobile data business.

PRIVATE EQUITY

BusinessWeek 6/7

Blackstone Takes Control of $2.1 Billion of Warehouses<http://www.businessweek.com/news/2012-06-07/blackstone-takes-control-of-2-dot-1-billion-of-warehouses>
Blackstone Group LP (BX) reached an agreement to take control of industrial properties valued at about $2.1 billion from Walton Street Capital LLC, a day before $2.45 billion of debt on the assets is due. Walton Street, based in Chicago, agreed to transfer the 95 assets formerly known as the CalWest portfolio, said Peter Rose, a spokesman for New York-based private-equity firm Blackstone. The properties are located mostly in California.

Reuters 6/7

Blackstone sees high returns in energy<http://www.reuters.com/article/2012/06/07/blackstone-energy-idUSL5E8H79NW20120607>

Private equity investments in energy offer rich pickings for investors willing to take a long-term view and capitalize on global trends, despite recent market volatility, the energy chief of Blackstone Group LP said on Thursday. Investors are worried about poor oil demand amid slowing global growth and bloated crude oil inventories in the United States, while record increases in U.S. natural gas production over the past year have swelled inventories and pushed prices to 10-year lows in January and again in April. "Some of the volatility, what's going on with Iran, what's going with Greece, these things create a lot of volatility on the demand side, up and down," David Foley, CEO of Blackstone Energy Partners, told the SuperReturn conference in Boston. Rapidly growing economies such as Brazil, China and India, as well as power-hungry regions such as the Middle East and Africa, now account for a greater portion of global economic output and are driving energy demand, Foley said

Reuters 6/11

U.S. private equity beat public markets in 2011<http://www.reuters.com/article/2012/06/11/privateequity-performance-idUSL5E8HBF4X20120611>-survey
U.S. private equity investments outperformed the stock market in 2011 and distributions to investors reached a record as fund managers seized on an opportunity to sell long-held assets, market research firm Cambridge Associates LLC said on Monday. The Cambridge Associates LLC U.S. Private Equity Index returned 10.9 percent in 2011, compared to 8.4 percent for the Dow Jones Industrial Average and 2.1 percent for the S&P 500, according to data provided by Cambridge. It was also a good year for private equity investors who wanted money back. Known as limited partners, these investors received $93.6 billion from their fund managers, the largest annual amount in the history of the index and a 30 percent increase over distributions in 2010, Cambridge said.

BusinessWeek 6/11

Fraga Leads Brazil Private Equity Beyond India as Selic Falls<http://www.businessweek.com/news/2012-06-11/fraga-leads-brazil-private-equity-beyond-india-as-selic-falls>
Brazil's private equity and venture capital industry will grow by more than 20 percent this year after it overtook India in fund raising, according to the Brazilian Association of Private Equity and Venture Capital. The most aggressive interest-rate cuts among Group of 20 industrialized nations are encouraging Brazilian pension funds to sell government bonds and invest in private equity, said Clovis Meurer, president of the association known as Abvcap. The central bank has cut the benchmark rate, known as Selic, 4 percentage points in the past 10 months to a record 8.5 percent. Increased support from Brazil's development bank and antitrust regulation changes also are boosting the business, he said.

Wall Street Journal 6/11

J.P. Morgan Still Negotiating Over Technicolor Offer<http://blogs.wsj.com/deals/2012/06/11/j-p-morgan-still-negotiating-over-technicolor-offer/?KEYWORDS=private+equity>
J.P. Morgan and its private-equity arm, One Equity Partners, continue to renegotiate an offer to invest in Technicolor after the Paris-based media-technology company rejected a higher bid because of language, a source familiar with the matter said. The bank had increased the offer price on Friday amid competition from Vector Capital, a private-equity firm in San Francisco. But Technicolor chose instead to stick with J.P. Morgan's initial deal over concerns about whether the new language would make it harder to close the deal.

Reuters 6/15

S&P again rings alarm bells on US refinancing wall<http://in.reuters.com/article/2012/06/15/markets-credit-idINL1E8HFAZD20120615>

S&P said US corporate issuers had around $1.38 trillion of debt maturing through year-end 2013, and warned that the greatest refinancing risk was within the Single B and Triple C categories from 2013 through 2016. Financial institutions faced a steeper maturity wall compared with non-financial institutions. Investment-grade financial issuers have $647 billion in debt maturing through 2014 compared with $457 billion for investment-grade non-financial entities.