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  • SkyPeople/Coca-Cola Buyout Thesis In Play [View article]
    Buy-out scenario will become realistic if all projects are finished and operational.
    Apr 22, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • TCP International: New Management And Quality Control Could Mean At Least 50% Upside [View article]
    Now that the CEO has resigned, the company will be shopped. I guess Yan want to cash out his stake. There could be many suitors, from Philips Lightning to Osram.
    Apr 21, 2015. 03:37 PM | Likes Like |Link to Comment
  • MVC Capital: A Deeply Undervalued BDC [View article]
    I am looking into their auto dealership business and it seems that they are still looking for people.

    http://bit.ly/1J23kTk

    You will find your answers regarding the closed investments in the company's presentations.

    http://bit.ly/1J23lqo
    Apr 20, 2015. 06:15 AM | Likes Like |Link to Comment
  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    Ausnutria, listed in HK, has four plants in my country The Netherlands. This stock looks also promising if you can trade HK shares. The expansion of their production capacity will lead this year to much higher revenues.

    http://bit.ly/1ES17bz


    http://prn.to/1BX1cnt
    Apr 3, 2015. 02:51 PM | Likes Like |Link to Comment
  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    My price target for the short term (<1 year) would be around $13, calculating 15x earnings.
    Apr 1, 2015. 02:38 PM | Likes Like |Link to Comment
  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    John, you are absolutely right!
    Apr 1, 2015. 02:25 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Trading At A Significant Discount To Peers And Intrinsic Value [View article]
    Basically you say: BUY NOW and wait for a private offer (going private).
    Mar 27, 2015. 09:52 AM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Trading At A Significant Discount To Peers And Intrinsic Value [View article]
    CapEx doesn't allow the company to buy back shares. They need all the cash they can get. Cash on their balance sheet was not sufficient to all what is happening with this company, that's why they entered into an equipment leasing agreement with three suppliers backed by Xinda Financial Leasing.

    The Absoroka story is rebutted many times by several people, even by showing video evidence of SPU's beverages in supermarkets. Absoroka themselves informed the investment public that they received wrong information from unreliable sources in China.
    Mar 26, 2015. 05:50 AM | 1 Like Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Yes, declining because they are nearing the end of their reinvestment date.
    Mar 11, 2015. 08:35 AM | Likes Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Declining portion and unwinding of CLOs. The impact of this is that most of its CLO holdings approaches liquidation value. The reinvestment of the proceeds in today's low rate environment is a process that just started last years, by investing in new asset managers/asset classes.

    Going forward (>2 years), that would mean that you will see increasing EPS numbers.
    Mar 11, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    This is also not a stock to trade to make profit. You buy it because of the company's dividend and growing asset base. At a certain moment they will get a listing in the U.S. and the valuation gap will become smaller.
    Mar 11, 2015. 05:23 AM | Likes Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Top 10 INVESTORS (as of latest filing)

    Investor Name Investor Type % O/S % O/S Chg % Port Position (m) Position Change(m) Value ($m) Filing Source Filing Date
    TFG Holdings I, Ltd.
    TFG Holdings I, Ltd. Strategic Entities 12.21% 0.00% 100.00% 16.60m 0 171.51m Other Substantial/Declarable 11-Mar-2014
    Polygon Global Partners LLP
    Polygon Global Partners LLP Investment Managers 9.46% -0.61% 48.52% 12.87m -0.83m 133.00m Other Substantial/Declarable 14-Mar-2014
    Amundi Asset Management
    Amundi Asset Management Investment Managers 3.84% +3.84% 0.09% 5.22m +5.22m 55.61m Other Substantial/Declarable 01-Jul-2013
    CPP Investment Board
    CPP Investment Board Investment Managers 2.29% -0.51% 0.05% 3.12m -0.69m 32.22m Other Substantial/Declarable 11-Mar-2014
    DB Platinum Advisors
    DB Platinum Advisors Investment Managers 0.17% -0.06% 0.01% 0.23m -0.07m 2.67m Aggregate MFs 31-Aug-2014
    Robeco Institutional Asset Management B.V.
    Robeco Institutional Asset Management B.V. Investment Managers 0.15% 0.00% 0.01% 0.20m 0 2.11m Aggregate MFs 31-Oct-2014
    Centaur Capital Partners, L.P.
    Centaur Capital Partners, L.P. Investment Managers 0.11% -0.01% 2.05% 0.15m -0.02m 1.49m Aggregate MFs 31-Dec-2014
    Schroder Investment Management Ltd. (SIM)
    Schroder Investment Management Ltd. (SIM) Investment Managers 0.07% 0.00% 0.00% 0.09m 0 0.85m Aggregate MFs 31-Jan-2015
    Deutsche Investment Management Americas, Inc.
    Deutsche Investment Management Americas, Inc. Investment Managers 0.05% +0.05% 0.00% 0.07m +0.07m 0.67m Aggregate MFs 31-Dec-2014
    National Pensions Reserve Fund
    National Pensions Reserve Fund Investment Managers 0.03% +0.01% 0.00% 0.04m +0.01m 0.38m Shareholder Report 31-Dec-2013
    Mar 10, 2015. 03:12 PM | Likes Like |Link to Comment
  • Medovex, A Game Changer In Facet Joint Syndrome [View article]
    http://yhoo.it/1Mp7eTy
    Mar 10, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • TowerJazz: Fair Value Of $5 Per Share [View article]
    Investing is looking forward.
    Management will learn from their mistakes down the road.

    Cash flow is what drives value and ultimately the stock price.
    Mar 6, 2015. 03:35 PM | Likes Like |Link to Comment
  • Aegon: A Life Insurer That Looks Attractive [View article]
    Personally, I think this could happen already this year.

    2012

    Interim Dividend
    €0.10
    $0.122760

    Final Dividend
    €0.11
    $0.141790

    2013

    Interim Dividend
    €0.11
    $0.145673

    Final Dividend
    €0.11
    $0.150348

    2014

    Interim Dividend
    €0.11
    $0.146124

    Final 2014 Dividend
    €0.12 (USD value available May 21, 2015)

    Improving results and increasing free cash flow could lead to an interim dividend of €0.13-€0.15, and a final dividend of the same size. Basically, those increasing dividends are not priced in the stock price yet.
    Feb 25, 2015. 10:54 AM | Likes Like |Link to Comment
COMMENTS STATS
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