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  • Borneo To Report 1st Profitable Quarter, 200% Revenue Growth For 2014, NYSE Listing Application Possible Soon [View article]
    In 3 minutes of DD you can see for yourself this is a scam - no qualified resource, scant information on website, no cash - yet management is paying themselves $1 million in G&A - and reverse splits don't work, the stock will tank. This one's for suckers.
    Aug 20 12:44 PM | Likes Like |Link to Comment
  • Update: Minco Silver Buys 5% Of Gold Road Resources [View article]
    Ben, the problem with Minco is it has gone "blacK' - management lied about advancing it for years and has basically sat and done nothing. They only did this deal to keep one particular employee happy. They'd sell the silver project in a heartbeat as I don't think they can get it permitted as a non-china owned co., so it will be sold, most likely, but china miners are cheap and don't pay up. You'd be better off elsewhere, for now - as it's a 'value trap' unless they get a new CEO.
    Aug 19 11:56 AM | Likes Like |Link to Comment
  • Argex Titanium: A Rare Specialty Chemical 'Category-Killer' [View article]
    How about one who is confident they have production sold and financing coming? What else do you mean? another specialty chemical Co, Cheniere, is now selling for $16 billion and they are not even finished building their 1st plant.

    Having the government involved has slowed down the financing to a glacial pace, which is frustrating to all shareholders. They are attracting good names - being invited to Jefferies is a great sign. It's been a slow, frustrating summer but the story remains unchanged.
    Aug 6 01:58 PM | Likes Like |Link to Comment
  • Buy The Dip In Palladium [View article]

    Wellgreen Platinum has more palladium oz that platinum actually and is a very smart way to leverage the sector. Look at the reports we wrote.
    Aug 6 12:40 PM | Likes Like |Link to Comment
  • Coeur Mining: A Bargain Play On Higher Silver Prices [View article]

    This is one of the most poorly managed companies in all of recorded history. Look at the track record. Stay far away.
    Aug 6 12:39 PM | Likes Like |Link to Comment
  • Wellgreen Platinum Hits A Home Run [View article]
    Thanks. Funny how the Wellgreen bashers have suddenly disappeared.
    Aug 1 11:55 AM | Likes Like |Link to Comment
  • Bohai Pharmaceuticals Has Our Vote As The World's Most Undervalued Stock [View article]
    Don't know what to say, except your comments don't make sense, nor fit with other established businesses - Celgene is a $70 billion global Company and they only have 1400 people in sales & marketing. Are you really saying Bohai should have 1000 to manage their sales? Good, modern companies manage sales and costs efficiently.

    Please look at today's news which somebody posted - Bohai just added another 4000 medical facilities, so not only are they operating very efficiently, the excellent growth will surely continue
    Jul 10 01:32 PM | Likes Like |Link to Comment
  • Bohai Pharmaceuticals Has Our Vote As The World's Most Undervalued Stock [View article]
    It's just thinly traded right now + with the low summer volume the price action looks worse than it really is as the shares will be right back up with a few thou buying. Why investors don't accumulate slow and steady I'll never know -
    Jul 8 01:43 PM | Likes Like |Link to Comment
  • Bohai Pharmaceuticals Has Our Vote As The World's Most Undervalued Stock [View article]
    I think you're comments are fine - a couple weeks ago the self-appointed "experts" here were saying Bohai didn't even exist, so this is a huge step forward.

    1. Since you seem familiar with the TCM industry, why don't you go and visit Bohai in China and report back you direct experiences - that would be a great opportunity to ask and investigate your questions directly.

    2. Plenty of pharma companies (those with unique products) have similar margins. You would certainly be correct if Bohai was selling green tea or something, but these numbers are within ranges of others in medicine. You mention Tong Ren Tang as a comparable example - you can buy their herbs on; it's not same as Bohai.

    3. I think you're confusing the product input cost (how much does it cost to grow a herb?) with the selling cost (which includes 90 distributors and 136 in-house sales staff) which is why net profit margins in 2013 were 12%. Certainly reasonable.

    4. Like most growing Companies, Bohai's has probably better penetration at some hospitals than others, so the "headline" 6000 number is more for PR sake, but the investment opportunity is that this offers a sustainable rate of sales growth - Bohai was founded in 2004, Tong Ren Tang in 1669, so Bohai sure has a lot of catch-up potential.

    5. Finally, I don't know what PE ratios those Companies trade at, but I think everyone will agree that at near 1X net earnings, Bohai is very, very, very cheap by any benchmark, and most importantly - a point I tried to make in the report - is that Big Pharma is getting into this industry (see the quote from Bayer's CEO). That's hot & bodes well for all.
    Jul 7 12:19 PM | Likes Like |Link to Comment
  • Bohai Pharmaceuticals Has Our Vote As The World's Most Undervalued Stock [View article]
    We think the short attack thing is played out by now - Investors are lining up to buy Alibaba; there's room for quality issuers. Bohai has been thoroughly vetted which is why they are complying fully with the currency conversion rules etc.

    We also note the recent move by Chindex which went private at 2.5 X sales. That is an option for Bohai and suspect they are making moves to get their name better known to investors. Either way, at $3 they get a full nasdaq listing - and a lot more attention - so there is a nice, built-in exit to accumulate shares.
    Jun 29 02:36 PM | Likes Like |Link to Comment
  • Why Doesn't Bohai Pharmaceutical Go Up? [View article]
    What is most bizzare: I have to assume you are a Bohai note holder, but then, if so, you could not be a very smart one, or certainly a real amateur investor, as all the accumulated bile you spew out only goes right back into your own wallet.

    If you really were a Bohai shareholder you would be the Board's biggest cheerleader, wanting the stock to get listed so you could get you money back.

    The market looks forward.
    Jun 21 03:16 PM | Likes Like |Link to Comment
  • Why Doesn't Bohai Pharmaceutical Go Up? [View article]
    I think you need a new pharmacist, sir.
    Jun 19 03:53 PM | Likes Like |Link to Comment
  • Why Doesn't Bohai Pharmaceutical Go Up? [View article]
    Thanks. I'll have to write up a new report on Bohai to put this to rest - it's on the official Chinese government website at

    Should have it our early next week; it's ludicrous for anyone to suggest the highly respected auditor is so incompetent that they have missed millions in cash, sitting in the bank. Really.

    Opinions are fine, even the nutty ones, that's what makes markets, but either way, Bohai is up 200% this year. We do not focus on the day-to-day noise. Our point to investors is that this stock is just beginning to recover from a 3 year coma and that it will mature, so you have a built in major profit as not even the skeptics will deny that the shares will be going much higher when this gets better know and trusted.
    Jun 19 01:22 PM | Likes Like |Link to Comment
  • Why Doesn't Bohai Pharmaceutical Go Up? [View article]
    Bohai shares are up 200% this year - how could SA editors allow out an article so erroneous?

    Have you done much actual homework? Talk to anybody directly? or visit the Company for yourself?

    It seems like you are accusing auditor Marcum LLP of fraud and conspiracy? Is that correct? Because there's no other possibility now that audit practices have tightened up in China. Do you know they have the 4th largest SEC practice in China?

    They have paid off 1/2 the P&I, but really, this stuff is good, helpful actually, since we wish for this to lead to a faster resolution, which is our bet, as we have actually spoken with the Company founder, along with relevant parties involved (have you, sir?).

    At least admit everything you wrote is just your own opinion, which is fine, but if you have not done any real due diligence, admit that.
    Jun 18 01:42 PM | Likes Like |Link to Comment
  • Cannabis Capital Corp: You Can't Make This Up [View article]
    Great find! too bad it's impossible to short BB stocks as it looks like a "no brainer".
    Jun 3 03:52 PM | 2 Likes Like |Link to Comment