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Josh Franklin  

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  • WuXi Pharma up 16% premarket on buyout offer [View news story]
    another potential buyout candidate? http://bit.ly/1Lohuyh
    Jun 25, 2015. 12:19 PM | Likes Like |Link to Comment
  • Garmin: Solid But Nothing Spectacular [View article]
    CNTF could be a good piggy back trade off fit and grmn

    http://bit.ly/1Lohuyh
    Jun 25, 2015. 09:08 AM | Likes Like |Link to Comment
  • Chinese Internet stocks jump after Qihoo's buyout offer, overseas rally [View news story]
    CNTF has the Balance sheet to be Private ready

    http://bit.ly/1Lohuyh
    Jun 25, 2015. 09:07 AM | Likes Like |Link to Comment
  • Qihoo 360 Receives $10B Non-Binding Deal: What Investors Need To Know [View article]
    CNTF could be next? http://bit.ly/1Lohuyh
    Jun 25, 2015. 09:06 AM | Likes Like |Link to Comment
  • I Bought A Fitbit, Buy Fitbit? [View article]
    http://bit.ly/1Lohuyh
    Jun 24, 2015. 02:24 PM | 1 Like Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets [View article]
    The more china companies go private the more attractive CNTF becomes.

    MOMO - private today, RENN, AMCN, CO, QIHU, CNIT, GOMO , JASO, HMIN,VNET and WX

    CNTF trading at 1/3 cash and 1/6th book value has reason to attract investors in the next 30 days...
    Jun 23, 2015. 07:00 PM | Likes Like |Link to Comment
  • Fitbit Shares Charge Ahead [View article]
    Buy the piggyback trade of CNTF 1.37 - chinese wireless/real estate play that has its first smart watch A-Watch order from Europe initiating this month. The watch has its own fitness app manager and works with Android. Company has 3.10 in cash and another $3-4 in hard physical buildings that just started being leased out. Alibaba is their neighbor.
    Jun 22, 2015. 07:12 PM | Likes Like |Link to Comment
  • I Bought A Fitbit, Buy Fitbit? [View article]
    http://yhoo.it/1GvTvql

    CNTF is about to get noticed in the fitness healtcare mobile wearable market
    Jun 22, 2015. 04:31 PM | Likes Like |Link to Comment
  • I Bought A Fitbit, Buy Fitbit? [View article]
    BUY CNTF 1.37 for its smart watch 3.10 per share in cash and 6.10 in book value.... 60% chance it goes private in this market and one order for the smart watch and its 2.50 per share
    Jun 22, 2015. 01:35 PM | Likes Like |Link to Comment
  • After A 50% Day One Gain, Fitbit Is A Screaming Buy [View article]
    CNTF - Chinese wireless play with a new smart watch (wearable) that has its own fitness manager software. Sales kick off in q2. any new orders could make shares double. 3.10 per share in cash per share and an extra 4.00 in real estate per share.
    Jun 21, 2015. 07:08 PM | Likes Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets [View article]
    Sheehy,

    The company could be attending investor conferences in NYC this Sept , it would be their first such event in 7 plus years. Last time they attended they had launched their gaming unit. This year I believe they're going to lean on the option to spin off the real estate on the Hong Kong exchange. It's a process but the stock would be worth $8-10 per share on that event or more as phase II is in process already.

    The company needs to get durable camera off the ground, smart watch in media, 4G ramping with new models coming online and some new products with Internet of things and the stock on its wireless biz could be 6-8 dollars per share alone. 2015/2016 should be minimum 3-4 per share. Too undervalued with China so richly valued. Expect big volume to flood into shares once we crack 52 week highs.

    Their fit bit type watch has merit for the price. If they can land orders in the next month shares could catch fire.
    Jun 21, 2015. 09:50 AM | Likes Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets [View article]
    CNTF has a smart watch like a Fitbit or Apple Watch that's durable. Investors will see that cntf could get sales from this trend and potentially make money from its wireless group that has zero valuation.

    Cash 3.10 per share or 165mm

    Real Estate 4.00 per share at fair value or 225mm

    wireless sales 100mm

    current market cap 70mm

    3.00 per share could come very fast.
    Jun 18, 2015. 08:19 PM | Likes Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets [View article]
    Are you long CNTF or were you long CNTF?

    The sole building in Beijing has 6 floors.
    2011 - 1 floor sold for 4.2 million

    2014 - 1 floor sold for 6.6 million & 3 floors under contract for over 25 million

    2015 - 1 floor is still owned and could fetch up to 10 million

    The company spent 21 million and rented building out since 2009....@ 5% on 17 million(less 4.1mm for floor sale in 2011) 850k per year - 4 million in rental income

    Total potential income $47.7-49.7 mm on a $21 million dollar investment.


    CNTF also owns another building in Shanghai.... 5-7mm

    I also suggest investors look into wework.com - CNTF could use its office space, engineers and huge cash pile to attract start -ups to reside w/ them in return for small VC investments. A big upside factor ......This could become a possibility or a breeding ground for new idea to increase shareholder value??? hmm
    Jun 18, 2015. 07:19 AM | Likes Like |Link to Comment
  • Alibaba Eyes India Mobile Market With Micromax [View article]
    cntf management could be planning a marketing trip to the States in late June.....if true everyone should own something here if they can tolerate the risk of 60mm mkt cap company with 370mm in stockholders equity.

    results will likely be in middle of guidance buts it about outlook and real estate objective.
    May 24, 2015. 11:45 AM | Likes Like |Link to Comment
  • MagicJack Has Bottomed And Is Primed For A Buyout Or An Activist [View article]
    call looks ready for buyers to get buy any dip here.
    May 23, 2015. 08:26 PM | Likes Like |Link to Comment
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