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  • SkyPeople Fruit Juice, Worth A Second Look [View article]
    Indeed they had a lot of cash on the balance sheet. But CapEx for both big projects was approximately $130 million. so they need this cash. 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. Total cost of equipment around $21 million. SPU pays to Xinda around $1.3 million per quarter for five years. So that would be $26 million for the complete term.

    The Absoroka story is rebutted many times by several people, even by showing video evidence of SPU's beverages in supermarkets. Absoroka themselves informed us that they received wrong information from unreliable sources in China.


    Of course a lot of people don't know SPU's products because they are only now available in 20.000 retail stores (points). And a retail store doesn't have to be a supermarket. 
    Dec 4, 2014. 02:29 PM | 1 Like Like |Link to Comment
  • SkyPeople Fruit Juice, Worth A Second Look [View article]
    Regional sales information is not available, basically because fruit juice concentrates and beverages are bought by distributors and Wholesale sellers.
    Dec 4, 2014. 02:03 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice, Worth A Second Look [View article]
    It doesn't have a VIE-structure.

    http://1.usa.gov/1FQLug2
    (page 6)
    Dec 4, 2014. 01:54 PM | Likes Like |Link to Comment
  • Update: Skystar Bio-Pharmaceutical Company Q3 Earnings - Key Developments [View article]
    SKBI is on my watch list!
    Nov 19, 2014. 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, 2014. 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, 2014. 10:28 AM | 2 Likes 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, 2014. 07:14 AM | 6 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, 2014. 09:46 AM | 1 Like 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:50 AM | Likes Like |Link to Comment
COMMENTS STATS
1,209 Comments
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