Seeking Alpha
View as an RSS Feed

Dutch Trader  

View Dutch Trader's Comments BY TICKER:

Latest  |  Highest rated
  • 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
  • BDC Market Update Q4 2014: Yield Compression [View article]
    I know you don't follow MVC Capital (MVC), but that BDC has the advantage that it doesn't have the yield compression in comparison with many others.
    Oct 28, 2014. 10:05 AM | Likes Like |Link to Comment
  • NQ Mobile, Learned It The Hard Way [View article]
    I agree with you that the damage is already done. From lower sales due to the shorts questioning the company and its products to higher legal and professional fees.
    Oct 28, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • China Green Agriculture's Imaginary Fertilizer Production And Vanishing Cash [View article]
    Don't forget the companies that went dark, leaving investors with empty hands. Most of the companies went for the easy money to the American capital markets, but forgot the playbook rules (corporate governance, IR, etc.). 


    Criminal stock promoters could bring glory and fame to these Chinese companies, we know what happened years afterwards.
    Oct 2, 2014. 03:54 PM | 3 Likes Like |Link to Comment
  • China Green Agriculture's Imaginary Fertilizer Production And Vanishing Cash [View article]
    I have been investing and trading Chinese stocks for more than 4 years and have experienced heavy losses during my endeavors. From Lotus Pharmaceuticals (LTUS) to China Organic Agricultural (CNOA). It is just unbelievable what happened in the China space. Scam artists, promoters, auditors, government institutions ........all are to blame for this mess. Geo investing, Jon Carnes and many others have done a great job of confronting the companies with evidence and advise.

    Some companies improved their business practices, such as Sino Agro Food (SIAF), but the majority of US Chinese small caps are still far away of being transparent and open to their shareholders.

    The only US small caps in my portfolio are Orient Paper (ONP) and Sino Agro Food (SIAF). For the rest I stay at the sidelines.
    Oct 2, 2014. 11:32 AM | 3 Likes Like |Link to Comment
  • China Green Agriculture's Imaginary Fertilizer Production And Vanishing Cash [View article]
    What I am trying to say is that management of CAGC will do everything what is in their power to convince investors that it is doing the right job and trying to show investors that it is legitimate. That's why they initiated a dividend. Possibly a little too late, in a show of desperation.

    Geo did an outstanding job! So if management of CAGC thinks there company is legitimate and they are honest business people, just let them explain everything.

    If they can't, they are dead meat.
    Oct 2, 2014. 03:25 AM | 2 Likes Like |Link to Comment
  • China Green Agriculture's Imaginary Fertilizer Production And Vanishing Cash [View article]
    Shorts also speculated that Kingold Jewelry would never pay a dividend but they did, despite the red flags. If CAGC can refute the claims made in this article, they will pay a dividend. 
    Oct 1, 2014. 05:16 PM | 1 Like Like |Link to Comment
  • BG Medicine - Just Be Patient [View article]
    The only thing we need is sales and a lot of them. No excuses from management but concrete actions how to drive sales.
    Sep 28, 2014. 03:08 PM | Likes Like |Link to Comment
  • Arch Therapeutics And The Advanced Wound Closure Market [View article]
    Do you mean this presentation http://bit.ly/1voa18m ?

    Despite the coming dilution, because of their cash burn, I still think the company holds a lot of promise.


    The article you refer to talks about the reverse merger performance of Arch. The author makes assumptions without thinking or researching first. Arch is a real company, with a real management team and a real product. The only thing that is lacking is profit. 


    Profit you can't expect from an emerging biotech stock. 
    Sep 28, 2014. 05:34 AM | Likes Like |Link to Comment
  • BG Medicine - Just Be Patient [View article]
    The only positive I see is the reduction in workforce, see their latest 8-K.
    http://1.usa.gov/1rrClGc So cash burn will go down going forward.
    Sep 27, 2014. 03:49 PM | Likes Like |Link to Comment
  • GigaMedia Ltd. Is Making All The Right Moves To Increase Shareholder Value [View article]
    There are many companies trading under cash value or book value. Value investors look for these stocks. Genworth's (GNW) book value for example is more than $30, while the stock is trading around $13.

    The fraud risk of Taiwanese companies is of the same level as in Western Europe or North America. Taiwan is indeed not China.
    Sep 24, 2014. 04:20 PM | 1 Like Like |Link to Comment
  • Coffee Holding, Ready For A Parabolic Move? [View article]
    They buy Arabica.
    Sep 23, 2014. 11:42 AM | Likes Like |Link to Comment
  • GigaMedia Ltd. Is Making All The Right Moves To Increase Shareholder Value [View article]
    If that's the case they have to fire the guy and attract a better IR-firm.
    Sep 17, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • GigaMedia Ltd. Is Making All The Right Moves To Increase Shareholder Value [View article]
    I like your article, but I think the transformation process takes too long. This year is almost finished and the business is still not profitable. Patience is crucial, but sometimes it's hard to wait.

    Despite the long wait, I think the company has potential. But now it's time to show profits.
    Sep 17, 2014. 10:43 AM | 2 Likes Like |Link to Comment
  • Coffee Holding, Ready For A Parabolic Move? [View article]
    I agree with you, there are more positive catalysts that could drive the price up in the nearby future.
    Sep 5, 2014. 09:54 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,225 Comments
1,066 Likes