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  • China New Borun (BORN) says it's signed pre-sales contracts worth 90% of its total edible alcohol production capacity in 2012. Shares +10.45% AH.  [View news story]
    It's a steal at these prices, that's why Martin Currie's Greater China fund is also buying.
    Jan 10 06:35 PM | Likes Like |Link to Comment
  • China New Borun: Investors Race to Exit as Concerns Mount [View article]
    I think this is not a fraud, I saw Martin Currie's Greater China Fund buying like crazy the last months.
    Jan 10 06:33 PM | Likes Like |Link to Comment
  • Jump On The Bandwagon Called Teva Pharmaceutical [View article]
    I think this stock has enough potential to go to $60 this year.
    Jan 10 01:17 AM | Likes Like |Link to Comment
  • What's Good for You, And Good for Coffee Holdings [View article]
    One of my top picks last year with only 583 page views.
    Jan 8 11:13 AM | Likes Like |Link to Comment
  • Gold And Gold Equities In 2012 [View article]
    You are welcome!
    Jan 7 04:22 AM | Likes Like |Link to Comment
  • Cummins: A Decent Growth Stock [View article]
    The nice thing is that their former Chairman Irwin Miller always believed it was better to work with regulators in crafting rules that benefited both the industry and the environment. As part of their environmental compliance strategy, the company also endorse collaborative industry groups to provide buy-in and leadership on important issues.
    Jan 7 01:16 AM | Likes Like |Link to Comment
  • Gold And Gold Equities In 2012 [View article]
    I really think when things get worse in Europe or in the U.S. you will see a major shift towards gold again. I live in the Netherlands and what I see is that a lot of ordinary people are buying physical gold, just in case of. If really panic occurs you will see that this trend will intensify, which will be beneficial for the gold price.
    Jan 6 04:02 PM | Likes Like |Link to Comment
  • Gold And Gold Equities In 2012 [View article]
    In this case they are one of the few. Most big fishes don't like to advise gold or gold equities. Maybe because it could hurt their business.

    I agree with them because I think gold equities have underperformed because of the stock market in general. The real asset base of most miners has more value than the current market value. So in that sense there is an undervaluation.
    Jan 6 05:43 AM | 1 Like Like |Link to Comment
  • How To Benefit From China In 2012 [View article]
    I agree with you Ben. That is the advantage of their economic model. Despite that I think Asia must reject the “Western economic model” of consumerism and find a new direction, one in which safe food, water and sanitation are higher priorities than acquiring cars and mobile phones.
    Jan 5 05:10 PM | 1 Like Like |Link to Comment
  • How To Benefit From China In 2012 [View article]
    Ben Gee commented but I can't see it.......strange.
    Jan 5 01:50 PM | Likes Like |Link to Comment
  • Going Private Or Going Dark, Opportunities And Risks For U.S.-Listed China Stocks [View article]
    Another one goes dark.

    China TMK Battery Systems Inc. to Explore Strategic Options
    Company to Suspend SEC Reporting
    SHENZHEN, China , Jan. 3, 2012 /PRNewswire-Asia-First... -- China TMK Battery Systems Inc. (OTC Bulletin Board: DFEL) ("TMK" or "the Company") (formerly, Deerfield Resources, Ltd.), a Chinese manufacturer and distributor of customized rechargeable battery solutions to global consumer product companies, today announced that on December 30, 2011 , it filed a Certification and Notice of Suspension of Duty to File Reports with the Securities and Exchange Commission (the "SEC") in order to reduce substantial legal and accounting expenses. The Company was eligible to deregister its common shares because it had fewer than 300 holders of record of its common shares at the beginning of its fiscal year.

    The Board of Directors is in the process of evaluating strategic alternatives for the Company including a sale, merger, privatization, or other business combination, however, the Company has not set a timetable for completion of this evaluation process and there can be no assurances that this review will result in any action. The Company does not expect to make any further comments unless the Board of Directors has approved a specific course of action or otherwise deems disclosure appropriate.

    The Company's Form 15 filing on December 30, 2011 immediately suspended the Company's obligation to file certain reports with the SEC, including Forms 10-K, 10-Q and 8-K, however, the Company's common stock will continue to be quoted on the OTCQB and eligible shareholders may continue to avail themselves of legend removal under Rule 144 until the deregistration becomes effective. The Company expects that the deregistration of its common stock will become effective on or before March 31, 2012 . Following deregistration, the Company's common shares will only be quoted on the OTC Pink Sheets and its shareholders may no longer avail themselves of Rule 144.
    Jan 5 01:49 PM | Likes Like |Link to Comment
  • Exploring For Supercharged Oil Stocks [View article]
    More on LPH on http://bit.ly/rpcJl6

    I own also LPH and I am quite confident that it hits $2 the coming months.
    Jan 5 07:24 AM | Likes Like |Link to Comment
  • Lululemon Is A Sell And The Insiders Know It [View article]
    A was just re-reading an old article of mine and also Lululemon is getting a lot of institutional attention.

    http://seekingalpha.co...
    Jan 5 06:10 AM | Likes Like |Link to Comment
  • Lululemon Is A Sell And The Insiders Know It [View article]
    Lululemon Athletica is laying the groundwork for international expansion, so it's just a matter of time when the stock price is on the rise again.
    Jan 4 06:30 PM | 1 Like Like |Link to Comment
  • Winning Prospects For Power Stock Asia Entertainment & Resources [View article]
    AERL- Initiates Coverage - Buy - Price Target: $11 - Janney Capital Markets
    Asia Entertainment & Resources Ltd
    history
    Janney Capital Markets Uncertified: Heard on the Street
    Initiates Coverage: Buy - Price Target: $11


    text of the coverage 3-Jan-12 06:28 pm
    We have initiated coverage of Asia Entertainment and Resources with a BUY rating and $11 fair value. The company is a VIP gaming promoter in Macau with rooms at the Star World, Galaxy Resort, and Venetian Macau. We expect the company will continue to see strong growth as the VIP market in Macau expands in the 15% to 20% range in 2012. We believe the company can take share in the VIP market and grow revenues this year at 30%. The company could also benefit from moving to a bigger room at the Venetian Macau this year, which could allow for higher growth, but we don't have it in our model it at this time. The company trades at an extremely low valuation of 3.5x our 2012 EBITDA estimate of $103 mln. This compares to the casino operators, which trade in the 9x to 12x forward year range. While some may argue that VIP gaming promoters are more risky than the concession holders in Macau, we think the valuation disparity is too much and we expect it to narrow going forward. Our fair v
    alue for
    AERL is based on 6x our 2012 EBITDA estimate of $103 mln.

    * The company runs three VIP rooms in Macau and has a network of 1,600 marketing agents that will bring in players to the rooms. Based on the total rolling chip in the rooms, AERL will receive a commission of 1.25%. It then pays approximately 0.78% of the 1.25% in commissions to the agents.

    * AERL drives play in the rooms by using its cage capital to lend to the agents. In order to grow, it must turn over the cage capital faster or must increase the amount of cage capital. The company takes 85% of net income and reinvests it into cage capital for growth purposes. It also can take additional lines of credit from the casino operators to grow the amount of cage capital.

    * The company has seen strong growth over the past year, as the VIP market in Macau grew over 40% in 2011. We estimate that total rolling chip turnover for AERL will grow 30% from approximately 20.0 bln in 2011 to 26.2 in 2012. This does not assume that the company moves to a bigger room at the Venetian, which could drive our estimates higher. In order to do so, the company could take a line of credit from the Venetian to open the new room.

    * Longer-term, the company would like to have rooms with all six concession holders in Macau. If the company can diversify enough, it would allow it to move to a revenue share arrangement with the operator, instead of the fixed commission model it operates with now. We think if the company does get a fourth room in 2012 it could be at the MGM on the peninsula.

    * The company has a $60 mln loan from the Chairman and Deputy Chairman, which is used for cage capital purposes. However, if the company saw a rise in bad debts, this loan would be used to cover them.

    * The valuation on AERL is extremely compelling in our view. We think that as investors become more comfortable with the business model and management team the valuation can expand. Our 6x EBITDA valuation for our $11 fair value is still less than what riverboat casinos trade at in the US.

    http://bit.ly/A5Y1C8

    thanks to drjackcar on YMB
    and jimb103096 for the alert last night.
    Jan 4 09:49 AM | Likes Like |Link to Comment
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