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  • Research Report: What Baseball Can Teach Us About NQ Mobile [View article]
    Fear mongering about the VIE-structure. I was the first one that figured out that things went wrong at GigaMedia (GIGM)

    But that doesn't mean that with NQ would happen the same. The chance that California get hit by a major earthquake is almost the same than that another US-listed China company will get in trouble because of their VIE-structure.
    Dec 11 02:42 PM | 4 Likes Like |Link to Comment
  • Is NQ Mobile Incredibly Crowded? [View article]
    Paulo, why you wanted to cover NQ Mobile? Normally you never write about Chinese stocks.
    Nov 23 04:42 PM | 4 Likes Like |Link to Comment
  • Cytori Therapeutics $531,000,000 Agreement - Money Talks [View article]
    Why Mr. Feuerstein has so much influence? In Europe we never heard of him. The guy doesn't have even a medical or related background to give a honest and constructive opinion.
    Nov 10 07:12 AM | 4 Likes Like |Link to Comment
  • If BlackBerry 10 Fails, Can The Company Survive On Services And Software? [View article]
    If you work for a Fortune 200 company and spend time dealing with plenty of other finance executives at Fortune 200 companies, let them know that the Z10 is a fantastic device. The best marketing there is!
    May 27 03:00 AM | 4 Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    The hilarious thing is that they are terminating the contract without first waiting what happened, so it could be that they knew it was a shady business. If you are confident in the company you don't terminate a contract.
    Jan 5 10:47 AM | 4 Likes Like |Link to Comment
  • Royal Dutch Shell, Show Me The Money In Dividends [View article]
    One of these assets with much value is the company's asset in the Permian basin, a vast oil and natural gas source in western Texas. Shell paid $1.94 billion to Chesapeake Energy last September for 618,000 acres in the Permian Basin.

    Royal Dutch Shell expects “years and years” of production from oil and natural gas from these assets and plans to add more drilling rigs, the head of Shell’s Americas operations said last Thursday.

    Much of the Permian Basin land is considered prospective at best and only has seven drill rigs in operation. The properties are currently producing 26,000 barrels of oil equivalent per day, low by industry standards.

    Shell believes the land could produce much more, and expects the rig count to rise to 10 “over a period of time.

    China is also getting more and more important for Royal Dutch Shell. They will invest around $1 billion annually in its upstream business in China. Shell currently has two gas blocks in southwest Sichuan Province, which it operates in partnership with China National Petroleum Corporation.

    The company has drilled 13 out of 21 planned wells in the Jinqiu block and will complete 21 by April 2013. The Jinqiu project achieved first gas production last September and currently has a daily output of 110,000 cubic meters. Meanwhile, Shell is still assessing whether commercial development at the Fushun-Yongchuan block is viable, and drilling at the 15 wells could start by the end of 2012 or early next year.

    Shell signed in March the first production-sharing contract with CNPC to explore, develop and produce shale gas at the Fushun-Yongchuan block.

    For example: RDS' integrated gas profits have more than tripled to $9 billion over the past five years. This growth was mainly driven by LNG (liquefied natural gas) and GTL (gas-to-liquids) and management projects to invest over $20 billion in these businesses in 2012-2015. After global LNG demand has doubled to 200 million tonnes per annum (mpta) in 2000-2010, RDS projects LNG demand to double again to 400 mpta by 2020 and to reach 500 mpta by 2025. In order to defend its global LNG leadership position, RDS is currently constructing 7 mtpa of new LNG capacity in Australia (which will increase its LNG output by 30%) and considers further 20 mtpa capacity investments in Australia, Indonesa and North America.
    Dec 1 12:40 PM | 4 Likes Like |Link to Comment
  • Royal Dutch Shell, Show Me The Money In Dividends [View article]
    Royal Dutch Shell currently owes Iran nearly $1 billion in back payments for crude oil that it purchased before Western economic sanctions crippled Iran’s ability to process oil payments.

    In the end I think they will find a solution. In a recent attempt, Shell contacted U.S. commodities trader Cargill Inc. to pay for its deliveries of cereals to Iran in order to settle the debt, but Cargill declined.

    Shell hasn’t ruled out the option of food bartering to pay its debts.

    I don't think it will affect its profitability, because in the end they will find a solution.
    Dec 1 12:08 PM | 4 Likes Like |Link to Comment
  • 2 U.S.-Listed China Stocks To Buy Now [View article]
    I didn't do field research in China, but management rebutted the auction so I believe them.
    Mar 18 05:03 PM | 4 Likes Like |Link to Comment
  • 2 U.S.-Listed China Stocks To Buy Now [View article]
    I hear this argument day after day on several investment sites. The company already rebutted this auctioning and still investors think it's for real.

    Mar 17 04:18 PM | 4 Likes Like |Link to Comment
  • Chinese RTOs: What Can Investors Buy When Even 'Big Four' Auditors Fail? [View article]
    Point 6:
    Weak balance sheet with large receivables relative to sales and unwillingness to disclose customer, distributor or supplier details

    I can imagine that companies don't want to disclose customer, distributor or supplier details because of competitive reasons.

    But the reality is that most industries have enough consultants and cross-hiring of employees that competitors know how well a company's various product lines or divisions are running.
    Mar 31 07:47 AM | 4 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    MW is a short seller also with own interests. You think they really care about the fact their published report was right or wrong. As long as they can make money, it is OK.

    Most of the arguments MW claimed are already independently debunked. Why you don't verify yourself if the misleading nonsense of MW is true, so you can join the ranks of the longs.

    Feb 14 01:48 PM | 4 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    China MediaExpress Holdings plays just a minor role in the debate: "Is Shorting China Part Of A Bigger Plan?"
    Feb 14 12:33 PM | 4 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    Strange that people still believe in the MW report, despite all the counter evidence presented by other sources like for example.

    I think it would be honest and respectful of MW to say:
    "Hey guys, we did some wrong assumptions?"
    "We were wrong on this one"

    No big deal if you would ask me.
    Feb 14 12:25 PM | 4 Likes Like |Link to Comment
  • 27 Red Flags for Chinese RTO Stock Investors to Look For [View article]
    Trading positions are mentioned, so author is not short. He has only a long position in WKBT.

    Personally I think it is a very good article and also the recommendations to management of Chinese US-listed companies is worthy.

    Hopefully they read the story and going to act accordingly to the steps mentioned to improve credibility.

    The year 2011 could be the revival year for the US China space and valuations can get more realistic. So there is a lot of upside potential for US-listed China stocks. We are ready for it!!!
    Dec 19 09:04 AM | 4 Likes Like |Link to Comment
  • China MediaExpress: The Best Stock in the World [View article]
    Markets are not efficient. Investors who believe this myth have to read more about it or go to take an investment course.

    Based on the fact that the markets are handled by human beings and not by machines, and that the investment world has a high degree of psychological influence, we can conclude that no matter how regulated they are, the markets cannot be absolutely efficient.

    The main reasons for this affirmation are:

    1. In real life, information has a cost; no matter how basic it is, not every investor can spend the same amount in obtaining it or receiving it at the moment it becomes public.

    In fact, we can’t compare an economic investigation department in a large investment bank with the information a dentist, a student, a writer or a private investor negotiates in the stock market.

    2. The difference between those that participate in the investment world. The knowledge of all the variables that are a part of an asset’s price is not the same for everyone, for which it is obvious that the more knowledgeable will take advantage of such knowledge.

    If we start from the base that the results of the different investment analysis are reflected in prices, those who dominate such study techniques have a larger advantage than the rest of the investors.

    Even more, according to this theory, there are people operating in the market whose only job is being a professional investor, who in turn are competing for the same stock as a common investor.

    3. Not everyone has the same access facilities to different price maximizing mechanisms. It doesn’t matter if we get the correct information at the exact moment, be it due to cost or infrastructure, those who have the most advanced operation system will have an advantage.

    For example, in our countries the operators with access to foreign markets are a minority, and even if they have all the information about the arbitrage techniques, are not able to sell ADR in New York and buy, simultaneously, stock for that company in the local market.

    4. Another of the reasons and perhaps one of the most important is the access to information itself. In every country there are laws that punish privileged or inside information trafficking.
    Dec 17 06:50 AM | 4 Likes Like |Link to Comment