Value of Perfect Information

Hello hello Llyod this is Hassan my friend!!! Remember me! Yes its me! I worked for your old boss.. this is Hassan Heikal calling you from Geneva!!! Yes yes I served in the corporate finance division at GS with some of your good friends! 

Sorry.. ah yes! I am now with EFG-Hermes http://www.efg-hermes.com/English/AboutUs.aspx?…

http://www.google.com/hostednews/afp/article/AL…

… I thought I would give you a heads up!!

yes yes .. I wanted to let you know b4 hand.. yes yes.. we are at the same time that Dubai is going to announce that the shit is going to hit the fan.. well yes.. we are issuing a research note late on Wednesday pointing out that Dubai’s overall debt repayment schedule is expected to be 13 billion dollars in 2010 and 19.5 billion dollars in 2011.

Thought I would give you a day or two head start to take advantage of the situation!!!
Ah yes! I will visit you soon! Can you book that special tour you promised me of New York!

oh b4 I go.. I need to also tell you that this week we upgraded Emaar Properties from “Neutral” to “Buy” with a target price of Dh7.2, representing a 74 per cent upside potential to the current market price of Dh4.13 today!

but hey wait until the shit hits the fan in a few days with the Dubai news.. you should be able to have your boys scoop it up on the cheap once the news hits the fan!!
http://www.business24-7.ae/Articles/2009/11/Pag…

Someone in the know wanted to be able to buy Emaar Properties at a distressed price.. this is what all this is about!

I mean look here: http://www.thenational.ae/article/20090521/BUSI…

Today, EFG-Hermes has 900 employees, zero debt, and more than $550m in cash.
Its largest shareholder is the Dubai Group, which is owned by Sheikh Mohammed bin Rashid, Vice President of the UAE and Ruler of Dubai.

Get it! The ruler of Dubai is the largest shareholder of the company that just upgraded Emaar Properties.. wouldn’t it be in his best interest to see the share price go higher, now that today and the rest of the week, he will be able to buy it at a huge discount with the UAE markets opening down 8%!
Plan! Upgrade Emaar stock, announce need for debt restructure, watch UAE markets crash on Monday!
Buy Mortimer buy! Mortimer I say buy all the Emaar stock you can!!!!!.. in a few months reap the benefits of buying Emaar at bargain basement prices!!!

Categories: Commentary ,Markets

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