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  • Orient Paper: Loeb's Not the Right Firm for the Investigation [View article]
    I guess they picked Loeb & Loeb because of their extensive experience in Chinese RTOs, SPACs and other constructions. So they know what can go wrong and what are the pitfalls.
    Jul 22, 2010. 06:54 AM | 5 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
  • A Deeper Look At The Galena Biopharma Controversy [View article]
    There is value left in Galena because it's considered an acquisition target. For now, I would recommend "never catch a falling knife". I think when the stock price is bottomed out, investors that are familiar with the risks can jump on the bandwagon again.
    Feb 14, 2014. 09:50 AM | 4 Likes Like |Link to Comment
  • Sino Agro Food: Profiting From The Growth Of Food Demand In China [View article]
    I have also some shares of this one, their increase in shares in the past were part of their growth strategy.

    Short sellers always will come up with the point that there was so much dilution. The company is deeply undervalued that's for sure.
    Dec 12, 2013. 10:26 AM | 4 Likes Like |Link to Comment
  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2011. 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, 2011. 01:48 PM | 4 Likes Like |Link to Comment