Friday, April 13, 2007

Cryptic Stock Tip

p/s I have to apologise for the puzzle, it seems to be more difficult than I anticipated. Got too many calls from my friends and readers. So, I will release additional clues/answers every ten minutes...

In my dream, I was walking in a lovely garden. The beautiful weather seems eternal, been like that forever. There is only one tree in the garden, couldn't make out the type but its the fruit bearing type. Then a wise looking man appeared from behind the tree and asked "What are you doing here?"
I replied, "Am I dead? Can I _BUY_ more time?"
God: What do you think this place is, like playing bacarrat in _GENTING_ ? (this cannot be "casino" because it would have to be "the/a casino", so its a proper name)
Me: If I am dead, I am sure you have the _POWER_ to do something about it.
God: You are not dead, go back and do better, where I _PLANT_ you, you have to bloom well. (for something to bloom, it has to be planted or a plant)
I woke up, was motionless for a while, and only then I realised I had been talking with God in ____. (the final clue shall not be revealed, it is NOT "heaven", clue in the first para)

p/s Sorry readers, had to do this cryptic stock tip cause I kinda promised someone that I cannot blurt out the stock tip that bluntly. Just fill in the 5 missing blanks and scramble the words around to make the "stock tip sentence". The stock is a vg trading tip, good luck!

32 comments:

cin said...

Dear Salvatore

I surrender, even though I have much faith in your recommendation.

Salvatore_Dali said...

surrender as is give up, or that you cannot get the clues??

one bonus clue
playing baccarat in Genting.

ttm said...

dali, do you want us to post our guesses here or you would rather the tip remain cryptic? I think I got it... :)

Salvatore_Dali said...

if you got it, good on you... those who have to rely on more clues, get them later when i edit them on my blog... better equality then...

good on u, i thot the whole cryptic thing was moderately difficult, and can be answered by most... but most cannot get then answers la..

Audrey.tanhl said...

Dali: is it in the Garden of EDEN?

ccdev said...

This is fun but didn't know dali had a bit of a c**kteaser metality. :-)

Salvatore_Dali said...

trust me, if i am anything, i am not a cock teaser, the last thing i would be teasing...

cin said...

Dear Salvatore

What are your underlying analysis/stories for making the call? Otherwise, we will be your blind follower.

ToeBear said...

Nice one dali....pretty interesting guessing game...

Salvatore_Dali said...

cin,

as i have said, its a trading stock, story is in the puzzle, now whether the story is fiction or non fiction is another thing, but you know me, i rarely write about fiction
even if non fiction proves to be true, we still need a lot of info on size, pricing, etc... as it is the counter is profitable already with or without the new project:

Operational
a) 60mw Libaran fuel oil power plant in Sabah
b) 20mw Sg Kenerong hydro plant in Kelantan (only hydro IPP in the country actually)

Bidding For
300mw coal fired power plant in Lahad Datu, Sabah

Secured and Started On
a) 655mw Suki Kinari hydro plant in Pakistan (US800m)

b) 405mw Zamzama combined cycle gas power plant in Islamabad (US320m)

Salvatore_Dali said...

power now 70% of revenue, and almost all of its profits... in a year or two it will be 80% and then 90%... so, forget about the restaurants, f&b, tourism side... insignificant.

cin said...

I only stumbled on your blog last week. So I do not know you that well. But, you are quite a character, really.

Thanks for your kind courtesy in providing the information, Salvatore.

frenzy said...

The suspense is killing me !!
Tell me already ... :)

Salvatore_Dali said...

no suspense already ... given 4 out of 5 answers, find the fifth, then you have to scramble the words around to make a sentence, very easy ... some more given tips already on their operation... do some work la...

frenzy said...

Buy Genting Power Plant Garden ?
ASS-iatic ? :P

Salvatore_Dali said...

buy genting power plant garden ... no need to scramble la like that ... but good try lol

Salvatore_Dali said...

the fifth word... its a garden, its has one tree, its eternally the same ...where is that place if its not heaven

the fruit is not oranges, its ap...

Dennis said...

E*** buy Genting Power plant ... or is it the other way around ;)

Salvatore_Dali said...

ok la, no more strength to go answer so many queries...
audrey its one word not three...
fifth word is Exxx...
Scramble them will be Exxx Buy Genting Power Plant...

frenzy said...

so ... the tips is on The Garden of Eden.

Some of us need to be spoon-fed. I blame it on the education system. LOLz.

But, why Genting wanna sell its power plants ? Or, is it a RTO for Eden ? Hmmm ....

Ah Francis Yeoh said power plants are the main contributors to the YTL Group and Ananda privatised his Powertek leh.

ttm said...

A 1 yr old article had this quote:

These are exciting times for the power division of the Genting group. The acquisition of the remaining 73.8% of MZW power plant when completed will enable us to have our first 100%-owned power plant,” said Genting group chairman, president and chief executive Tan Sri Lim Kok Thay in a statement.

“Our interests in seven power plants in China, India and Malaysia, with a total net attributable capacity of close to 1,500MW, will be the platform for us to grow our presence as a strong regional power player in Asia.”

Has there been a change of plans?

Ultra said...

>>"Scramble them will be Exxx Buy Genting Power Plant..."

So then, unscramble them will be "Genting Power Plant Buy Edxx........" ?

I must admit I have never ever looked into this sector before, so I wouldn't be able to even tell which one is the more likely scenario... but intuition would suggest that "Big eat Small" rather than "Small eat Big"... :D

-ub

mj said...

Power plant sale - is it a part of the broader trend where
the Genting Group is reviewing its strategic options for its portfolio of investments, which
includes the possibility disposing its non-core/gaming assets?? This would enable the Group to concentrate on growing its core
operations, namely the gaming component esp. focussing on Sentosa.

Audrey.tanhl said...

Dali,
Thanks. I already know the answer. Cos in Boon's blogspot v r always speaking in riddles n Eden was in our scope ages ago. Still our active call today.

JunK said...

i guess the answer has been unveiled already. That is --- EDEN. By the way, can you pls tell me what Eden is going to do with Genting and Power plant?

Zhenhao said...

Dear Dali, EPS for 2006 was 28.6 sen despite very high gearing and finance cost, and the directors expect 2007 to be even better...
So pls tell me the fair price for this stock

Salvatore_Dali said...

Guys and gals,

A trading stock tip hinges on a lot of huff and storyline telling ... if you go to Investsmart's chatbox, its crammed full of players with good knowledge of fundamentals, earnings and margins .. different stocks for different people, you can buy stocks with earnings explosion potential if u read the sector correctly, or if its a trading stock, its filled with storyline and maybes ... i won't touch maybes, i touch on probables, e.g. uem world, ekovest, n2n
as for exxx, even i find it hard to believe why gent would even sell?? however, it could be worldwide's stake in sanyen?? exxx's owners and mgmt are actually vip in the right quarters - how else could u explain them having the audacity to bid for the submarine cables to bakun, project costing us 2.4bn with ABB
sometimes people sell things for other reasons, looks obvious that exxx wants to expand aggressively into power plants as they can see the flows and seen what has happened to Worldwide, Landmarks, Tanjong, Malakoff, YTL etc... , the f&b side is a distraction
so, i cannot justify the deal, i can only try to verify as far as i could the likelihood, maybe its not sanyen but some of the china power plants... when its a trading stock storyline, its easy to dismiss, thats why the stock will be volatile, i only posted it cause the believability is high in my books, i know nothing else about the fundamentals.

ttm said...

Dali, thanks for the clarification. At least that gives me some perspective. I still can't believe that I put good money on a sentence I pieced together from a simple puzzle... :) But it did make me take a look at Eden and I must say it doesn't look half bad. Had always thought the run up was on a load of bull.

dummy said...

Now you brought Worldwide into your story. Game also over, what is your last word? Eden or Worldwide?

dummy said...

Can Worldwide make some money by selling its power stake in Genting Sanyen to Eden?

Salvatore_Dali said...

as much as i want to be a deity, i can only perform some trances and dances with wolves, so where i am silent on yr queries it means i am uninformed about those matters, cheers ; )

Ah singh said...

Dear Dali,

Interesting to see your tip on Genting coming true. But don't understand if EDEN is the buyer? cause the price tag of more than RM3bln is quite hefty for EDEN.Any more tips on the potential buyer??
Thanks Buddy.