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  • American Lorain, An Undervalued Opportunity [View article]
    @roojoo I mean the investment thesis is still there: undervalued and room for improvement. But certain actions of management (CEO) are just not what I would like to see as an investor. Hopefully we can discuss this later on, otherwise I will publish the article in my Instablog.
    May 23 04:43 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I submitted my findings about American Lorain today, so it's up to SA if they are going to publish it. To be honest I have mixed feelings about the company right now.


    I hope we can discuss this later on. 
    May 23 04:35 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I guess CEO is not cooperative, so who still own shares.......SELL!
    May 22 04:34 PM | 1 Like Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    It looks like!
    May 22 03:42 PM | Likes Like |Link to Comment
  • Multiple Red Flags At Kingold Jewelry [View article]
    btw This is not specific for KGJI, all these US-listed China stocks have to raise awareness and confidence. If a company has the sources (cash) to create shareholder value without hurting their operational business they have almost the obligation to do this. Especially in the case of China stocks.
    May 16 04:54 PM | Likes Like |Link to Comment
  • Multiple Red Flags At Kingold Jewelry [View article]
    If they want to create value they have to do something (dividend, buy back) or they have to sell their business to the Kuwaiti for a hefty premium. Lets not prejudge and wait for what happens in June.

    They have to show something otherwise the stock price will stay around these levels (or lower) until they go dark or private.
    
    May 16 04:46 PM | Likes Like |Link to Comment
  • Multiple Red Flags At Kingold Jewelry [View article]
    I am curious if the company will take care of their shareholders. If they would decide to do a buy back or initiate a dividend I will change my opinion radically. For now I will watch it closely!
    May 16 04:08 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    RJT was a real portfolio with real money that was one of the requirements for participation. Only we didn't put the money ourselves, we had an outside investor.


    The switch to a real fund, AFM and DNB approved, was opposed by our employer. The main reason is the fact that it becomes then professional anda "real" fund with many investors has nothing to do with a competition anymore because you can get conflict of interests, etc. 
    May 16 03:19 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    Unfortunately we got a big redemption in our fund and we had to liquidate all the assets. Last year we had a great year with RJT but because of the decline in small caps, biotech, technology and Chinese stocks our biggest investor lost faith in our strategy.


    With a yield of almost 42% since December 2012 we made a nice profit, but investing in small caps. Especially the Chinese names takes balls and a long term view. 


    May 16 07:21 AM | 1 Like Like |Link to Comment
  • NQ Mobile -26% after announcing annual report delayed [View news story]
    Nothing is lost! NQ's auditor just wants to be sure, everything is properly explained in footnotes.
    May 15 11:09 AM | Likes Like |Link to Comment
  • SEC Brings Fraud Charges Against Promoters Of China Auto Logistics And Guanwei Recycling; Also Alleges Manipulation Of Kandi Technologies Group Stock [View article]
    It's sad to see that this article had also a huge impact on the stock price of Guanwei Recycling (GPRC). Management is clean and honest and is building a sustainable business around plastic waste. It feels like the contributor had other intentions than just inform the public about some stock promoters that went to the dark side!
    May 9 03:41 PM | 2 Likes Like |Link to Comment
  • Industry Landscape Opens Doors For Pharmaceutical Company Polydex [View article]
    Interesting nano cap!

    http://bit.ly/1rJXs4e
    May 1 04:04 PM | Likes Like |Link to Comment
  • NQ Mobile Paid Over $80 Million For A Copyright Violating Live Wallpaper Company? [View article]
    Basically you are saying you use insinuations in your articles to harm the company and profit from trading volatility in the stock. 
    Apr 27 03:25 PM | 5 Likes Like |Link to Comment
  • NQ Mobile Paid Over $80 Million For A Copyright Violating Live Wallpaper Company? [View article]
    Ay caray, another contributor who sees ghosts and doesn't trust NQ Mobile. NQ Mobile has real businesses and has real value.

    Why you are so skeptical?


    Many analysts and investors have done great due diligence and invested in the company after the MW claims, so why still be on the dark side of the trade?
    Apr 26 04:53 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Paid Over $80 Million For A Copyright Violating Live Wallpaper Company? [View article]
    Lie and distort, will likely have an impact again on NQ's results.

    Bashing stories have in most cases an impact on the financial results of the targeted company. It's basically creating a self-fulfilling prophecy by the shorters.

    Why?

    Investors/consumers/users are reading these stories an act on it. So by creating distortion users really think NQ is doing something wrong. This will lead to a decrease in the company's consumer base and creates disappointing business results for the company.

    So at the end the shorter/basher can say: I was right all the way....numbers are fabricated/products are trash/.................

    This kind of practice has to stop, because it can devastate a company!
    Apr 25 05:47 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
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