Pure market manipulation what happened yesterday. Great results, great future but the stock price went to hell the first hour of trading. I guess short sellers were covering their position or HFT nerds were manipulating the market.
I have never seen something so irrational this year. So let's see what the rest of the year brings on the stock market. Maybe even more irrational behavior .................
Plus: Depreciation & Amortization 2.012.212,0 2.393.856,0 3.552.740,0 Less: Capital Expenditures 6.102.689,0 7.990.897,0 12.939.300,0 Less: Increase in Net Working Capital (798.360,0) 33.720.943,0 11.803.622,0
This are some numbers from my Excel sheet. They have been modernizing their equipment. In 2011 their capex was almost $13 million. Gross margin is in line with domestic competitors. Some of them have even a better margin, but have their own distribution networks. As I told you before SPU is depending mostly on distributors.
I think Dr. Frost did already some due diligence for us before he made his investment. But of course it's always good to do your own due diligence. That's why I had a chitchat with someone of Prometeus in the Netherlands, they have the European distribution rights of Muscle Pharm.
It's good to hear that from several sources I hear positive stories. So that supports my thesis that it could be a great investment going forward.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
The company markets their products through three primary methods: direct contact with foreign businesses, attendance at international exhibitions and sales made through trade websites. In fact they work with distributors, so their products are sold indirectly.
The Chinese market drives the company's fruit beverage sales most beverages are sold through provincial, city and county-level agents. SPU also sells directly to hotels, supermarkets and similar outlets in smaller quantities. The fruit beverage sales are carried out by a team of 45 employees. Historically, fruit beverages regionally in Shaanxi Province and some neighboring cities in China.
One of their strategies is to broaden the geographic presence of their brand-named fruit beverages and expand production and sales of higher margin fruit beverages in China. In that sense marketing costs will go up going forward.
The company currently sells their fruit beverages to over 100 distributors and more than 2,000 retails stores in approximately 12 provinces.
The bottom line is if they would have their own distribution channels, the company's profit margin would be much higher.
More on Genworth (GNW) Q4 earnings: Adjusted book value/share rises to $23.04, up 2.6% Y/Y. U.S. mortgage insurance loss narrows to $34M from $96M a year ago. International mortgage insurance profit rises to $165M from $83M a year ago. "U.S. mortgage insurance continued its recovery in Q4." You might say. Having more than doubled since summer amid a string of good news, shares take a breather, -1.9% AH. (PR) [View news story]
Still undervalued and if they can manage their care business through muddy waters they will hit $15 at the end of the year.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
SkyPeople (China) was formed on August 8, 2001 under PRC law under the original name of Xi’an Zhonglv Ecology Science and Technology Industry Co., Ltd. On June 16, 2005, its name was changed to Shaanxi Tianren Organic Food Co., Ltd, or Shaanxi Tianren. Beginning in December 2003, Shaanxi Tianren started to become involved in the fruit products industry through certain arrangements with the Shaanxi Fruit Products Processing Factory. In July 2005, Shaanxi Tianren switched from its original business scope to developing green products, pollution-free products and organic agricultural products. In September 2006, Shaanxi Tianren further updated its business scope to include developing, producing and distributing concentrated fruit juices. On December 18, 2009, Shaanxi Tianren changed its name to SkyPeople Juice Group Co., Ltd. Currently, SkyPeople (China) is engaged in the production and sale of fruit juice concentrates, fruit beverages and other fruit related products in and from the PRC.
In September 2007, Pacific acquired 99% of SkyPeople (China)’s outstanding share capital. SkyPeople (China) converted from a PRC domestic company to a foreign joint venture company by obtaining the approval of the PRC Ministry of Commerce.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
Ok, I will give you an answer to two of your claims. The rest I will answer when I am at home.
Point 3 Gross margin for SkyPeople Fruit Juice was 29.85 in the most recent quarter. Pepsico has 52.96 and Coca Cola 60.67. A big difference if you ask me!
Point 6 Yongke Xue, Chief Executive Officer of SPU Fangde Zhang, CEO, Chairman of China Tianren Organic Food Lin Bai is the sole director (owner) of China Tianren Organic Food Holding Company Limited.
China Central Television Coverage Of Longwei Petroleum Reinforces GeoInvesting's Findings Of Fraud [View article]
It's said that those things (fraud) still happen. When there is money involved people can do strange things.
Sad for many of us. I didn't have a position in LPH anymore, but I still have worthless shares of Sancon Resources Recovery, China Intelligent Lighting, NIVS Intellimedia, China Nutrifruit and some other low life fraudulent companies.
Despite that I think there is value out there. One thing is for sure allocate just a small percentage of your portfolio in these kind of stocks.
A Hoppin' Pick For 2013 [View article]
I have never seen something so irrational this year. So let's see what the rest of the year brings on the stock market. Maybe even more irrational behavior .................
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
Sales $59.249.950,0 $93.249.649,0 $84.021.429,0
% growth NA 57,4% (9,9%)
COGS 33.869.358,0 55.233.139,0 56.548.845,0
Gross Profit $25.380.592,0 $38.016.510,0 $27.472.584,0
% margin 42,8% 40,8% 32,7%
SG&A 4.454.269,0 6.134.008,0 8.423.878,0
EBITDA $20.926.323,0 $31.882.502,0 $19.048.706,0
% margin 35,3% 34,2% 22,7%
Depreciation & Amortization
2.012.212,0 2.393.856,0 3.552.740,0
EBIT $18.914.111,0 $29.488.646,0 $15.495.966,0
% margin31,9% 31,6% 18,4%
Taxes 4.765.198,0 6.885.032,0 7.853.661,0
EBIAT $14.148.913,0 $22.603.614,0 $7.642.305,0
Plus: Depreciation & Amortization 2.012.212,0 2.393.856,0 3.552.740,0
Less: Capital Expenditures
6.102.689,0 7.990.897,0 12.939.300,0
Less: Increase in Net Working Capital (798.360,0) 33.720.943,0 11.803.622,0
This are some numbers from my Excel sheet. They have been modernizing their equipment. In 2011 their capex was almost $13 million. Gross margin is in line with domestic competitors. Some of them have even a better margin, but have their own distribution networks. As I told you before SPU is depending mostly on distributors.
A Closer Look At MusclePharm [View article]
It's good to hear that from several sources I hear positive stories. So that supports my thesis that it could be a great investment going forward.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
In fact they work with distributors, so their products are sold indirectly.
The Chinese market drives the company's fruit beverage sales most beverages are sold through provincial, city and county-level agents. SPU also sells directly to hotels, supermarkets and similar outlets in smaller quantities. The fruit beverage sales are carried out by a team of 45 employees. Historically, fruit beverages regionally in Shaanxi Province and some neighboring cities in China.
One of their strategies is to broaden the geographic presence of their brand-named fruit beverages and expand production and sales of higher margin fruit beverages in China. In that sense marketing costs will go up going forward.
The company currently sells their fruit beverages to over 100 distributors and more than 2,000 retails stores in approximately 12 provinces.
The bottom line is if they would have their own distribution channels, the company's profit margin would be much higher.
More on Genworth (GNW) Q4 earnings: Adjusted book value/share rises to $23.04, up 2.6% Y/Y. U.S. mortgage insurance loss narrows to $34M from $96M a year ago. International mortgage insurance profit rises to $165M from $83M a year ago. "U.S. mortgage insurance continued its recovery in Q4." You might say. Having more than doubled since summer amid a string of good news, shares take a breather, -1.9% AH. (PR) [View news story]
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
In September 2007, Pacific acquired 99% of SkyPeople (China)’s outstanding share capital. SkyPeople (China) converted from a PRC domestic company to a foreign joint venture company by obtaining the approval of the PRC Ministry of Commerce.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
Point 3
Gross margin for SkyPeople Fruit Juice was 29.85 in the most recent quarter. Pepsico has 52.96 and Coca Cola 60.67.
A big difference if you ask me!
Point 6
Yongke Xue, Chief Executive Officer of SPU
Fangde Zhang, CEO, Chairman of China Tianren Organic Food
Lin Bai is the sole director (owner) of China Tianren Organic Food Holding Company Limited.
SkyPeople Fruit Juice An Undervalued Healthy Growth Stock [View article]
Read first all the 10-Qs and 10-Ks and you will find some answers about CAPEX etc.
Gene Therapy: Which Companies To Invest In? [View article]
Chinese Oil Sector Offers Interesting Opportunities [View article]
The Female Health's CEO Discusses F1Q 2013 Results - Earnings Call Transcript [View article]
What about the retail side of the story?
Arrangements with big box retailers or other distributors.
The Female Health Company Reports Record First Quarter FY2013 Operating Results [View article]
China Central Television Coverage Of Longwei Petroleum Reinforces GeoInvesting's Findings Of Fraud [View article]
It has to be much easier for shareholders to claim money from these frauds.
China Central Television Coverage Of Longwei Petroleum Reinforces GeoInvesting's Findings Of Fraud [View article]
Sad for many of us. I didn't have a position in LPH anymore, but I still have worthless shares of Sancon Resources Recovery, China Intelligent Lighting, NIVS Intellimedia, China Nutrifruit and some other low life fraudulent companies.
Despite that I think there is value out there. One thing is for sure allocate just a small percentage of your portfolio in these kind of stocks.