Seeking Alpha

Dutch Trader

 
View as an RSS Feed
View Dutch Trader's Comments BY TICKER:
Latest  |  Highest rated
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    The corporation is institutional, but the participants are private. It is the case with most institutional entities.
    Jun 11, 2014. 03:06 AM | Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    Gentlemen, we all have to agree that this company has done well with their IR compared with other US-China small caps. From Facebook to Roadshows.

    SIAF should be a great example for the ones that leave investors in the cold, such as ALN, SPU, and many more China examples.

    Of course we can complain about the CEO, the F-share dividend, and many more issues and/or promises. But at least the company has been open for dialogue and doesn't seem to hide things. They have chosen the growth path which was available, with all the growth pains which came with it. The future will tell us if they were right!
    Jun 10, 2014. 03:40 PM | 4 Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    Once this will be a high flyer, the only thing investors need is patience.

    SIAF's underlying business has more value than the current stock price reflects.
    Jun 10, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    I meant the current stock price ($0.42) x 10 = $4.20 / EPS 0.60 = a PE of 7.
    Jun 10, 2014. 10:07 AM | Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    Joe, the CFO is not running the show anymore because he depends on the complete management team. Also the fact that he has a minority equity stake bodes well for improved corporate governance.
    Jun 10, 2014. 09:33 AM | Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    So I guess we don't have to worry about dilution anymore, because SIAF seems to work on some bank financing. Details are unknown, but it could be announced anytime soon.
    Jun 10, 2014. 09:07 AM | 1 Like Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    @JoeNatural @RealDutch Dilution is not the issue, because book value and EPS has grown accordingly.
    Jun 10, 2014. 08:40 AM | 3 Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    I didn't go myself to China, but I know some Swedish investors that went.

    http://on.fb.me/1oI8vfT
    Jun 10, 2014. 08:23 AM | 1 Like Like |Link to Comment
  • American Lorain, More Questions Than Answers [View article]
    In many Chinese companies the chairman or CEO are the ones that decide everything. Personally I think this one of the weaknesses of their business and is also not benificial for good corporate governance. 
    May 27, 2014. 04:55 PM | Likes Like |Link to Comment
  • American Lorain, More Questions Than Answers [View article]
    In my opinion the big argument in this discussion has to be:

    Why management (CEO?) or the board doesn't do any explanation of some issues that are pending? Even a quarterly conference call to discuss their financials has already been a very long time ago.

    Similar US-listed China small caps make at least some time to discuss the financials and are open to questions.

    Mr. David She is a good example of how management has to communicate with shareholders. He deserves a statue and I really hope he will get a better job somewhere else.
    May 27, 2014. 11:31 AM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    @roojoo I mean the investment thesis is still there: undervalued and room for improvement. But certain actions of management (CEO) are just not what I would like to see as an investor. Hopefully we can discuss this later on, otherwise I will publish the article in my Instablog.
    May 23, 2014. 04:43 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I submitted my findings about American Lorain today, so it's up to SA if they are going to publish it. To be honest I have mixed feelings about the company right now.


    I hope we can discuss this later on. 
    May 23, 2014. 04:35 PM | Likes Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    I guess CEO is not cooperative, so who still own shares.......SELL!
    May 22, 2014. 04:34 PM | 1 Like Like |Link to Comment
  • American Lorain, An Undervalued Opportunity [View article]
    It looks like!
    May 22, 2014. 03:42 PM | Likes Like |Link to Comment
  • Multiple Red Flags At Kingold Jewelry [View article]
    btw This is not specific for KGJI, all these US-listed China stocks have to raise awareness and confidence. If a company has the sources (cash) to create shareholder value without hurting their operational business they have almost the obligation to do this. Especially in the case of China stocks.
    May 16, 2014. 04:54 PM | Likes Like |Link to Comment
COMMENTS STATS
1,173 Comments
1,025 Likes