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  • Update: Skystar Bio-Pharmaceutical Company Q3 Earnings - Key Developments [View article]
    SKBI is on my watch list!
    Nov 19 08:25 AM | Likes Like |Link to Comment
  • Sino Agro Food: Patience Is The Key [View article]
    I don't believe that the stock will move sideways for a long period of time. We are in the middle of a corporate governance transition that will hugely benefit the company and its investors. It's just a matter of time that more institutional investors and private investors will start to initiate positions in SIAF.
    Nov 18 02:09 PM | 1 Like Like |Link to Comment
  • Sino Agro Food: Patience Is The Key [View article]
    Dilution will be less and less going forward. That's part of the agreement with Euro China Capital.
    Nov 18 10:28 AM | 1 Like Like |Link to Comment
  • NQ Mobile: 99 Problems But Printin' Shares Ain't One [View article]
    I have to confess you used a lot of distortion in your article. Why you didn't use the song of Public Enemy "Burn NQ Burn". The original was "Burn Hollywood Burn".
    Nov 18 07:14 AM | 5 Likes Like |Link to Comment
  • Update: Kingold Jewelry Earnings [View article]

    September 30, June 30,
    Raw materials $ 53,897,285 $ 43,245,037
    Work-in-progress $125,418,611 $123,220,235
    Finished goods $ 42,630,477 $ 43,122,522
    Inventory valuation allowance (6,294,349 ) -
    Total inventory $ 215,652,024 $ 209,587,794

    They bought more raw materials to fulfill their backlog.
    Nov 17 09:46 AM | Likes Like |Link to Comment
  • Update: Kingold Jewelry Earnings [View article]
    Yes, it is! Many US-listed small caps trade at P/E ratios below 5.
    Nov 15 07:03 AM | 1 Like Like |Link to Comment
  • Update: Retractable Technologies Wins In Syringe Antitrust Suit [View article]
    I searched Law360 and the company's filings for answers. Personally I don't think they are going to appeal, they will have a successful remediation. In the end RVP will be taken over by the Chinese, a patent troll or a direct competitor.
    Nov 13 11:19 AM | 1 Like Like |Link to Comment
  • Update: Retractable Technologies Wins In Syringe Antitrust Suit [View article]
    The only risk I see is the fact that Mr. Shaw is a strange bird. Even if BDX would make an offer for RVP, I think he would refuse it. So shareholder's interest could be at jeopardy. Also the fact that he has not been able to make it a profitable business venture is a red flag. Of course BDX has a monopoly position and made abuse of it, but their are also other markets outside the U.S. which are largely untapped. 
    Nov 12 02:31 PM | Likes Like |Link to Comment
  • Update: Retractable Technologies Wins In Syringe Antitrust Suit [View article]
    If you read the article below, it seems that RVP has a contingency agreement.

    http://bit.ly/1wTYyAc

    "Retractable also said it had reached an arrangement with Locke Lord that would cap its expenses for attorneys' fees and give the law firm a contingency interest in future litigation wins."
    Nov 12 02:18 PM | Likes Like |Link to Comment
  • SuperCom: Overvalued By Almost 60% [View article]
    How was the CC and who was wrong or right?
    Nov 3 05:04 PM | Likes Like |Link to Comment
  • BDC Market Update Q4 2014: Yield Compression [View article]
    BDC Buzz thanks for your thoughtful articles. I think BDCs offer are a great way to diversify your portfolio.
    Oct 28 04:07 PM | 1 Like Like |Link to Comment
  • BDC Market Update Q4 2014: Yield Compression [View article]
    The advantage of MVC is the valuation gap between NAV and their current stock price. http://seekingalpha.co...

    btw I am talking for my own book now, but I really think MVC will look for high yielding investments rather than equity interests.
    Oct 28 10:50 AM | Likes Like |Link to Comment
  • BDC Market Update Q4 2014: Yield Compression [View article]
    I know you don't follow MVC Capital (MVC), but that BDC has the advantage that it doesn't have the yield compression in comparison with many others.
    Oct 28 10:05 AM | Likes Like |Link to Comment
  • NQ Mobile, Learned It The Hard Way [View article]
    I agree with you that the damage is already done. From lower sales due to the shorts questioning the company and its products to higher legal and professional fees.
    Oct 28 09:56 AM | 1 Like Like |Link to Comment
  • China Green Agriculture's Imaginary Fertilizer Production And Vanishing Cash [View article]
    Don't forget the companies that went dark, leaving investors with empty hands. Most of the companies went for the easy money to the American capital markets, but forgot the playbook rules (corporate governance, IR, etc.). 


    Criminal stock promoters could bring glory and fame to these Chinese companies, we know what happened years afterwards.
    Oct 2 03:54 PM | 3 Likes Like |Link to Comment
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