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  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    See one of my earlier replies on this article. Cash confirmation procedures are improved since the Chinese debacles of Longtop, China MediaExpress and others.

    You are completely rigth with the RTO space some years back. I lost a fortune but I learned also a lot. We are now living in another China space.

    Chinese companies that were questionable have gone dark, gone private or are in the process of going private or don't exist anymore. The majority of the existing ones have learned their lesson and improved their corporate governance or are in the process of doing so.

    Investors have to have more faith in the Chinese and their business practices.
    Dec 5 11:45 AM | 2 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    Most of them are reverse mergers stocks with questionable auditors. NQ is the opposite .
    Dec 5 11:36 AM | 3 Likes Like |Link to Comment
  • Hedge Fund Shorting NQ Mobile Not Planning On Covering Until Delisting [View article]
    It seems that a lot of these short sellers are organized in wolf packs, to do as many harm as possible.
    Dec 5 10:39 AM | 8 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    Have you been smoking weed or are you living on planet Mars?

    QUOTE:
    that when Muddy calls a Chinese listed company a zero, it's almost certainly a zero, and the apologist arguments are distortions of facts or willful ignorance
    Dec 5 10:30 AM | 10 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    As I mentioned in some other NQ articles.

    In this specific case short sellers have to understand that the new cash confirmation procedures done by the big 4 auditors are water proof. So the argument used by several short sellers that the money is not there or not real is just insane.

    If this case was presented some years back, the short seller's thesis could have some merits as you stated yourself with China MediaExpress. But many things have changed and for now auditors are much more clever than crooks. Cooking the books has become much more difficult.
    Dec 5 09:53 AM | 12 Likes Like |Link to Comment
  • Why The Bull Is Wrong On NQ Mobile And Muddy Water [View article]
    Btw Orient Paper (ONP) is not a fraud, MW was completely wrong with their thesis on that one too.

    http://on.ft.com/1cnN8Kp

    Your title has an error, it's Muddy Waters.
    Dec 5 09:35 AM | 15 Likes Like |Link to Comment
  • Unilife Corp.: A Big Idea [View article]
    mmmmm you better could go long!
    Dec 4 04:00 PM | 1 Like Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    One of the major drivers going forward will be their yogurt business. Management acknowledges this by saying that their yogurt business could be at least as large as their chocolate business.

    We will see how that story develops.
    Dec 4 03:35 PM | Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    That is exactly why the stock stays in the range 12-13. Any positive development will drive the stock above 13.

    The too conservative approach of Rocky's management team doesn't lead to major growth. They have to so a secondary offering and use the proceeds for national and international growth. Company-owned stores!!!!!!!!!!!
    Dec 4 03:20 PM | Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    You state:
    Moreover, Rocky Mountain Chocolate Factory's shares are trading 46 times their trailing earnings. The shares are expensive since they are considerably above the industry's average P/E of 23 and are closer to the company's 5-year high P/E of 52. This is expensive for a company that has consistently underperformed in the last few years.

    I think it's better to use forward P/E to evaluate a company and its valuation. Forward P/E is around 17, so RMCF seems to be undervalued with many catalysts still in the pipeline.
    Dec 4 01:59 PM | Likes Like |Link to Comment
  • American Capital Agency: What The Heck Is Going On Here? [View article]
    I will put this one on my watch list.
    Dec 4 01:21 PM | 2 Likes Like |Link to Comment
  • RMCF: This Chocolate Covered Stock Is Not Really Sweet [View article]
    I agree with you that they have to be more aggressive of chasing growth. Despite that issue I think Rocky Mountain Chocolate is sweet because if RMCF's founder and CEO Franklin E. Crail retires the company becomes a M&A target right away.

    http://seekingalpha.co...
    Dec 4 01:15 PM | Likes Like |Link to Comment
  • Guanwei Recycling: Valuation Looks Very Attractive [View article]
    I did ask for photographs via the IR representative, but I am still waiting. LOL

    btw waiting already for more than three months.
    Dec 4 11:17 AM | Likes Like |Link to Comment
  • Allied Motion Technologies: An Accretive Acquisition Opportunity [View article]
    Globe Motors was part of Safran's business division Aircraft Equipment, so if you look to the revenue development from 2008 until 2012 you see an increase of around 33% in that specific division. Underlying trend seems to be positive.

    Revenues (in $mln)
    2008 2,775
    2009 2,767
    2010 2,834
    2011 3,097
    2012 3,691

    The last year (2012) Aircraft Equipment had a growth of 19.2% (organic growth was 12.5%).

    For more information you could have a view at the latest presentation here:
    http://bit.ly/InQfqS
    Dec 1 02:47 PM | Likes Like |Link to Comment
  • FAB Universal: The Face of Piracy In China [View article]
    Great article and research! Congrats.

    Mr. Rogers got burned.
    Nov 30 06:24 AM | 1 Like Like |Link to Comment
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