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  • Kingold Jewelry, A Stock To Watch In The Year Of The Horse [View article]
    Other interested parties could be Chow Sang Sang Holdings International Ltd., Luk Fook Holdings International Ltd., Lao Feng Xiang Co. or Zhejiang Ming Jewelry Co.
    Feb 2 01:20 PM | Likes Like |Link to Comment
  • Kingold Jewelry, A Stock To Watch In The Year Of The Horse [View article]
    More information you can find here:
    http://bit.ly/1djDpBA
    Kingold supplies to large wholesalers, as well as dozens of retailers Nationwide.

    For Chinese product information you have to open the website below:
    http://bit.ly/1djDpBC
    Feb 2 01:01 PM | Likes Like |Link to Comment
  • Price-To-Book Values: Use Caution [View article]
    I am long SKBI, CGA and GPRC. Just a matter of time when these companies are snapped up, go private or will get a more decent valuation.
    Jan 31 07:41 AM | 2 Likes Like |Link to Comment
  • IAMGOLD Is Not Really Gold [View article]
    We have also a position in IAMGOLD. The company has a solid financial position and is diversifying (read: solar) which we see as a big plus going forward.
    Jan 29 08:24 AM | 2 Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I don't know why. The CEO didn't withdraw the proposal, so officially it is still pending. So everything could be possible, but personally I think the CEO is not planning to buy the company anymore. I think he has bigger plans with American Lorain or thinks he can sell it at a higher price when the time is right.

    I don't think the Chinese government will make a problem when a Western company would be interested in Lorain. While China has used its “Anti-monopoly Law” to shoot down quite a few foreign companies’ bids to acquire or merge with Chinese companies, I think a possible takeover of Lorain will not reduce competition and will not have any potential impact on China’s food industry.

    So basically it will pass the anti-monopoly review.
    Jan 27 04:12 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    Right now we are not adding much. Today, we added some Macatawa Bank (MCBC).

    Last week we sold our position in NQ Mobile (NQ). We are looking to take a position in Oriënt Paper (ONP). Our CGA position is already big enough, so I don't think we would agree on that one.

    I lost CMFO after their devastating reports because of the Fukishima nuclear disaster. The company blames it on that, but I think more was going on.
    Jan 27 03:57 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I don't think it is going to materialize, but of course I can be wrong.
    Jan 27 03:05 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    They have real plants and real customers, but also real competitors. In fact they have a very simple business model, as a food producer.
    Jan 27 10:34 AM | 1 Like Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    They need all the cash as working capital, to buy the nuts and other ingredients.
    Jan 27 09:02 AM | 1 Like Like |Link to Comment
  • Bandaging Wounds From Another Promoted Stock Scam [View article]
    Arch Therapeutics (OTCQB:ARTH) has a real business, so it is a little bit shortsighted to say nothing is behind it and it is a pump and dump.

    Many parties use these empty pink sheet shells to do a reverse merger, because it is a cheap way to get a listing for an uplisting in the future. At the time of establishment you will see always big volatile trading sessions, which will ultimately lead to a bottom in the stock price.


    The bottom in ARTH has been reached and now it's back to business again for this company. 

    Jan 20 05:20 PM | 1 Like Like |Link to Comment
  • Arch Therapeutics, Where To Go From Here?  [View instapost]
    I read the article you are mentioning. They went to the reverse merger process because it's a cheap way to get a listing, when the time is right they will choose to uplist to Nasdaq. If you look to the current achievements (graphic: path to the present) you understand more why they choose this way.
    Jan 20 05:10 PM | Likes Like |Link to Comment
  • Will Yum! Brands Take Over India? [View article]
    I don't have the money myself to buy shares right now, but we will buy this name for our fund RJT.

    You seem to be very pessimistic about the growth story, compared to other investors and analysts. At RBC Capital Markets YUM! is even their top pick for 2014!

    Look at the future prospects, don't look back.
    Jan 20 04:58 PM | Likes Like |Link to Comment
  • Will Yum! Brands Take Over India? [View article]
    Thanks for your on the ground experience.

    Another big market that could fuel growth is Indonesia, I really think Western companies such as YUM, MCD, SBUX, DPZ and some others have enough growth potential left. Many investors are afraid that growth will slow because markets get saturated, so they don't pay attention to big multinational QSR companies anymore.


    I think now is the time to give at a second shot. 
    Jan 19 07:09 AM | Likes Like |Link to Comment
  • Will Yum! Brands Take Over India? [View article]
    I prefer to look to the future. History doesn't tell you the whole story, if YUM! can grow at warp speed in India the coming years and capture a big piece of the pie we will a higher stock price going forward.
    Jan 18 01:20 PM | Likes Like |Link to Comment
  • Silver Miners Analyst Watch: January Edition [View article]
    http://dailym.ai/KhgcJd

    http://bit.ly/KhgeAD
    Jan 14 02:34 PM | 1 Like Like |Link to Comment
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