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  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    John, you are absolutely right!
    Apr 1, 2015. 02:25 PM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Trading At A Significant Discount To Peers And Intrinsic Value [View article]
    Basically you say: BUY NOW and wait for a private offer (going private).
    Mar 27, 2015. 09:52 AM | Likes Like |Link to Comment
  • SkyPeople Fruit Juice Trading At A Significant Discount To Peers And Intrinsic Value [View article]
    CapEx doesn't allow the company to buy back shares. They need all the cash they can get. Cash on their balance sheet was not sufficient to all what is happening with this company, that's why they entered into an equipment leasing agreement with three suppliers backed by Xinda Financial Leasing.

    The Absoroka story is rebutted many times by several people, even by showing video evidence of SPU's beverages in supermarkets. Absoroka themselves informed the investment public that they received wrong information from unreliable sources in China.
    Mar 26, 2015. 05:50 AM | 1 Like Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Yes, declining because they are nearing the end of their reinvestment date.
    Mar 11, 2015. 08:35 AM | Likes Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Declining portion and unwinding of CLOs. The impact of this is that most of its CLO holdings approaches liquidation value. The reinvestment of the proceeds in today's low rate environment is a process that just started last years, by investing in new asset managers/asset classes.

    Going forward (>2 years), that would mean that you will see increasing EPS numbers.
    Mar 11, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    This is also not a stock to trade to make profit. You buy it because of the company's dividend and growing asset base. At a certain moment they will get a listing in the U.S. and the valuation gap will become smaller.
    Mar 11, 2015. 05:23 AM | Likes Like |Link to Comment
  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Top 10 INVESTORS (as of latest filing)

    Investor Name Investor Type % O/S % O/S Chg % Port Position (m) Position Change(m) Value ($m) Filing Source Filing Date
    TFG Holdings I, Ltd.
    TFG Holdings I, Ltd. Strategic Entities 12.21% 0.00% 100.00% 16.60m 0 171.51m Other Substantial/Declarable 11-Mar-2014
    Polygon Global Partners LLP
    Polygon Global Partners LLP Investment Managers 9.46% -0.61% 48.52% 12.87m -0.83m 133.00m Other Substantial/Declarable 14-Mar-2014
    Amundi Asset Management
    Amundi Asset Management Investment Managers 3.84% +3.84% 0.09% 5.22m +5.22m 55.61m Other Substantial/Declarable 01-Jul-2013
    CPP Investment Board
    CPP Investment Board Investment Managers 2.29% -0.51% 0.05% 3.12m -0.69m 32.22m Other Substantial/Declarable 11-Mar-2014
    DB Platinum Advisors
    DB Platinum Advisors Investment Managers 0.17% -0.06% 0.01% 0.23m -0.07m 2.67m Aggregate MFs 31-Aug-2014
    Robeco Institutional Asset Management B.V.
    Robeco Institutional Asset Management B.V. Investment Managers 0.15% 0.00% 0.01% 0.20m 0 2.11m Aggregate MFs 31-Oct-2014
    Centaur Capital Partners, L.P.
    Centaur Capital Partners, L.P. Investment Managers 0.11% -0.01% 2.05% 0.15m -0.02m 1.49m Aggregate MFs 31-Dec-2014
    Schroder Investment Management Ltd. (SIM)
    Schroder Investment Management Ltd. (SIM) Investment Managers 0.07% 0.00% 0.00% 0.09m 0 0.85m Aggregate MFs 31-Jan-2015
    Deutsche Investment Management Americas, Inc.
    Deutsche Investment Management Americas, Inc. Investment Managers 0.05% +0.05% 0.00% 0.07m +0.07m 0.67m Aggregate MFs 31-Dec-2014
    National Pensions Reserve Fund
    National Pensions Reserve Fund Investment Managers 0.03% +0.01% 0.00% 0.04m +0.01m 0.38m Shareholder Report 31-Dec-2013
    Mar 10, 2015. 03:12 PM | Likes Like |Link to Comment
  • Medovex, A Game Changer In Facet Joint Syndrome [View article]
    http://yhoo.it/1Mp7eTy
    Mar 10, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • TowerJazz: Fair Value Of $5 Per Share [View article]
    Investing is looking forward.
    Management will learn from their mistakes down the road.

    Cash flow is what drives value and ultimately the stock price.
    Mar 6, 2015. 03:35 PM | Likes Like |Link to Comment
  • Aegon: A Life Insurer That Looks Attractive [View article]
    Personally, I think this could happen already this year.

    2012

    Interim Dividend
    €0.10
    $0.122760

    Final Dividend
    €0.11
    $0.141790

    2013

    Interim Dividend
    €0.11
    $0.145673

    Final Dividend
    €0.11
    $0.150348

    2014

    Interim Dividend
    €0.11
    $0.146124

    Final 2014 Dividend
    €0.12 (USD value available May 21, 2015)

    Improving results and increasing free cash flow could lead to an interim dividend of €0.13-€0.15, and a final dividend of the same size. Basically, those increasing dividends are not priced in the stock price yet.
    Feb 25, 2015. 10:54 AM | Likes Like |Link to Comment
  • MusclePharm: All Show, No Strength [View article]
    MusclePharm's story needs time to come to fruition.

    As sports nutrition continues its push to increase its appeal beyond the bodybuilders and elite athletes that long dominated sales, companies are increasingly eyeing the most mainstream of the sports foods categories: sports and energy drinks. That's why I am positive that CocoProtein will be the breakthrough for the company. 

    The sports and energy market represents a market opportunity of over $50 billion in retail value sales last year (2014). If MusclePharm could only take a bite of it, it would be enough to gain traction and become a global sports food and beverage company.

    From a corporate governance point of view I would like to see that Mr. Pyatt would resign and only is one of the major shareholders. The company needs professionals that can run an emerging global company.
    Feb 18, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • Why It's Finally Time To Buy The King Digital Bull Story [View article]
    I agree with your thesis. KING is wrongly understood by investors. KING is a cash machine.

    Unfortunately, the majority of US investors didn't process the drama that occurred with Zynga emotionally yet. They think KING is a similar company, that will diminish over time.
    Feb 17, 2015. 02:10 PM | 1 Like Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    For investors, considering to buy US-listed China small caps for the first time, I think the time frame is more important right now than a few years back. Why? Because most of the fraud cases are gone, so the possibility that a company goes dark, or will be attacked by short sellers is diminishing.
    Feb 13, 2015. 03:50 AM | 1 Like Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    The problem of all US-listed China small caps is the lack of investor's trust. To regain investor's trust is a process that can take a very long time. Management teams of the companies in question have several ways to improve this.

    From initiating dividends to buy stock in the open market.
    Feb 11, 2015. 03:22 PM | Likes Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    That's the problem, there are almost no examples. One example, Yongye Inter. (YONG) was taken private.

    The valuation gap can be decreased by taking the company private with a hefty premium.
    Feb 11, 2015. 05:14 AM | Likes Like |Link to Comment
COMMENTS STATS
1,225 Comments
1,066 Likes