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  • New Energy Systems: Powerful Possibilities [View article]
    Chinese RTO-fraud risk is similar to the risk you have with normal Chinese companies. Can you name me the 47 red flags, so I can write an article about that?
    Jul 25, 2011. 03:25 PM | 1 Like Like |Link to Comment
  • New Energy Systems: Powerful Possibilities [View article]
    Funny that the companies everyone talks about negatively (NEWN) are mostly not fraudulent and companies that are popular or were popular are exposed as frauds (CCME, etc.) by short sellers.

    I think that's just human.
    Jul 24, 2011. 04:24 PM | Likes Like |Link to Comment
  • New Energy Systems: Powerful Possibilities [View article]
    Of course the potential risk is associated with the integration of companies that it has acquired. In 2006, the company acquired Galaxy View, a telecom equipment manufacturer. However, NEWN, sold Galaxy in 2007, due to lack of customers. In 2009, NEWN acquired Anytone and NewPower. NEWN succesfully integrated both companies. In November 2010 it acquired Kim Fai, also this company is succesfully integrated. For more information about Kim Fai's products www.newenergysystemsgr...

    Future acquisitions could have of course adverse impact on the company's performance.
    Jul 24, 2011. 03:35 PM | Likes Like |Link to Comment
  • New Energy Systems: Powerful Possibilities [View article]
    With the recent scrutiny in the China space IR-firms and analysts are extremely cautious. NEWN is still a MZ-HCI client and also Rodman&Renshaw is covering the company.

    Also the fact that there are some new institutional investors investing in NEWN gives me confidence that NEWN is not a one-trick pony.
    www.nasdaq.com/asp/hol...
    Jul 24, 2011. 02:12 PM | Likes Like |Link to Comment
  • New Energy Systems: Powerful Possibilities [View article]
    Almost everything is the US-listed Chinese space is associated with fraud, that's why you can go bargain hunting and find companies with incredible stories and value.

    In my opinion there is more fraud on exchanges in mainland China than in the U.S.. Of course there will be sometimes red flags at US-listed China companies because corporate governance is still inadequate. But things are improving day by day.

    Personally I think we have seen the bottom in the US-listed China space and give it the benefit of the doubt. Short sellers are even moving to Hong Kong and other foreign exchanges because they can't find targets anymore in the U.S.
    Jul 23, 2011. 07:12 PM | Likes Like |Link to Comment
  • New Energy Systems: Powerful Possibilities [View article]
    I guess you refer to the acquisition of Kim Fai Solar. Some people thought it was a related party transaction. There is no evidence and it is also rebutted by the company in a press release of May 13, 2011.
    www.newenergysystemsgr...

    Jul 23, 2011. 06:51 PM | Likes Like |Link to Comment
  • Ossen Innovation Appears to Be What It Claims [View article]
    Objective article and some great DD.
    Jul 21, 2011. 01:17 AM | 2 Likes Like |Link to Comment
  • Agriculture Stock Ideas for Portfolio Growth [View article]
    Mosaic is in the process of decoupling itself from Cargill, which has a 64% stake in the company. This gives sometimes pressure to the shares.

    On a stand alone basis, Mosaic can become much more profitable and use its strong balance sheet for more acquisitions.

    On the basis of consenus 2011/12 estimates the shares now trade at a PE of 11.5x, falling to 10.6x for the following fiscal year. Cash flow is very high at a estimate of USD 6.50 per share for 2011/2012.
    Jul 19, 2011. 07:39 AM | 1 Like Like |Link to Comment
  • Coffee Investors, Here Comes the Caffeine Crash [View article]
    Great article Ian! I once wrote an article about Coffee Holding (JVA), but at these prices it's better to lock in your profits.
    Jul 14, 2011. 08:54 AM | Likes Like |Link to Comment
  • A RIM Short That Breaks Every Rule in the Book [View article]
    Funny article with some interesting learning features!

    The Blackberry is still popular in a lot of countries. I have a Samsung but I have to hear every day again why I didn't buy a Blackberry.

    In The Netherlands iPhone and Blackberry are the most popular smart phones. In 2010 Blackberry's Bold 9700 was the best sold phone in my country, but I guess also in other European countries.

    This year the top leaders are HTC (Desire) and Samsung (Galaxy SII), so you see a swith in consumer experience. Maybe I have to buy some puts Apple.
    Jul 13, 2011. 07:07 AM | Likes Like |Link to Comment
  • ChinaCast Education: The Real Thing [View article]

    www.sec.gov/Archives/e...

    on page 6 and 7 you see the corporate structure of CAST
    Jul 12, 2011. 03:06 AM | Likes Like |Link to Comment
  • ChinaCast Education: The Real Thing [View article]
    Their main investors are US and European investors like Tiger Global Management.

    www.nasdaq.com/asp/hol...

    Even Chinese universities have English websites.
    www.at0086.com/HUBUT/
    Jul 11, 2011. 04:51 PM | Likes Like |Link to Comment
  • ChinaCast Education: The Real Thing [View article]
    ir.chinacast.com.cn/
    Jul 11, 2011. 11:47 AM | Likes Like |Link to Comment
  • ChinaCast Education: The Real Thing [View article]
    Great Wall Acquisition Corporation was a special purpose acquisition corporation (SPAC) and eventually listed on the Nasdaq Global Market in October 2007.
    Jul 11, 2011. 10:09 AM | Likes Like |Link to Comment
  • China and Fuwei Films: Seeking Sanity [View article]
    Marc, excellent article!

    There is so much anti-China sentiment that I still can't believe the Chinese want to tap from US capital markets.
    Jul 8, 2011. 04:36 PM | 2 Likes Like |Link to Comment
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