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Dutch Trader

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  • Don't Buy Apple Or Google, Invest In What They Are Going To Buy [View article]
    I agree with your thesis. IP service companies is big business.
    May 5 04:12 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - 10 Things To Watch In The Week Ahead (5/3/13) [View article]
    Gilead is top of the bill!!! Look to their long time stock price performance.
    May 5 03:22 PM | Likes Like |Link to Comment
  • Intellectual Property: Hype Or Real Deal? [View article]
    I think Marathon is an intriguing new story so when revenues start to come in you will see the stock price correspond accordingly. The best example in this case is the stock performance of Acacia Research Corp.
    May 4 02:17 PM | 1 Like Like |Link to Comment
  • Adept Technology, A Robotic Opportunity - Part I [View article]
    I am sorry that was a big typo.........I will have it fixed,
    Apr 29 04:20 PM | Likes Like |Link to Comment
  • Adept Technology, A Robotic Opportunity - Part I [View article]
    Part II will be out by the end of May.
    Apr 26 05:02 PM | Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    Great article Michael!!! We are long BBRY with our fund.

    BlackBerry has a great future, many people are tired of iPhone and want to try something different, at least here in the Netherlands.
    Apr 26 04:05 PM | 6 Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    WWAV), just announced to invest $69.8 million to expand its operation in the town of Mount Crawford, Virginia. The plant currently manufactures Silk, Horizon Organic, International Delight and LAND O’ LAKES brand products. More than $190 million has been invested in property and equipment since the year 2000.

    Plants are expensive! But the main question regarding SkyPeople of course is how they are going to pay for all this investments? Ok, they have a huge cash pile on their balance sheet, they have a nice free cash flow. But I guess they have to borrow also.

    All questions which we can ask at the company's Q1 conference call.
    Apr 23 02:05 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    btw I explained CapEx but you never replied on that one, you just went to another subject. So basically you only hear what you want to hear.

    You stated: Going by their statements, SPU doesn't seem to make any 'investments' (in the capex or working capital sense) to speak of other than temporary accounts receivables.

    The Dutch Republic traded everything you can imagine, even slaves!
    http://bit.ly/15CrVL6
    Apr 22 05:47 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    Exactly, more kiwis and oranges. So more healthy (sky)people!

    I already responded to your CapEx points, but to get dragged into an endless discussion about planned investments goes too far. So I wisely decided to shut my mouth. Because you have your ideas about it and I have mine, so I don't think we can agree!

    The only thing we could agree on is the fact that time will tell us who was right.
    Apr 22 05:13 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    What's your problem anyway? I think SPU is a great investment going forward. You can agree with it or not! If you don't agree with it you don't buy it or short it.

    Not every US-listed China stock is a fraud, or good to be true! Many US-listed China companies have valuations such as SkyPeople Fruit Juice.
    Tell me one thing why institutional investors would invest in this stock if they thought already in front that it was a fraud?
    Top 5 Holders MORGAN STANLEY 2,426,980SANSAR CAPITAL MANAGEMENT, LLC 1,278,113DEUTSCHE BANK AG\ 555,458BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD 141,566RENAISSANCE TECHNOLOGIES LLC 117,600
    Read more: http://bit.ly/15C5SUV
    Apr 22 02:55 PM | Likes Like |Link to Comment
  • Some Thoughts About BlackBerry [View article]
    Why you are long the stock if you are bashing it smoothly in the beginning?
    Apr 21 01:56 PM | 2 Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    The animal word in your reply I take for granted, but it seems that you still need some education.

    And yes, you are right with STV I was wrong. Despite there were clearly some red flags.
    Apr 21 05:14 AM | 2 Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    It seems that you didn't read the filings, $8.7 million was used.compared to $12.9 million in 2012.
    http://1.usa.gov/11yLr46

    CASH FLOWS FROM INVESTING ACTIVITIES

    Additions to property, plant and equipment (6,954,476)
    Additions to land use right (1,205,038)
    Prepayment for other assets (591,518)
    Net cash used in investing activities (8,751,032)

    In 2013 CapEx will be much more because of the planned investments. So the huge cash pile on their balance sheet could even not be sufficient. Maybe they have to borrow funds.

    Thanks god, they sued a short seller that spread false information and facts. More companies have to do something like that.

    Even Blackberry (BBRY) is going to sue some analyst's who claimed the Z10 didn't sell at all.
    Apr 21 05:03 AM | 1 Like Like |Link to Comment
  • Some Thoughts About BlackBerry [View article]
    @MrAllister your profile describes that you work at Apple. Is English your native language, because I see a lot of grammatical errors?
    Apr 20 06:33 PM | 3 Likes Like |Link to Comment
  • SkyPeople Fruit Juice Can Touch The Sky [View article]
    Don't you know? It's the Tropicana/Minute Maid of China!
    Apr 19 10:52 AM | Likes Like |Link to Comment
COMMENTS STATS
863 Comments
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