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Three New China Stocks Might Be Coming to Market

Thomas you are correct.....I should not have used fully diluted ....

Three New China Stocks Might Be Coming to Market

Thank you Paul

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

TRIT $8.65 to $20

Why AMCON Could Be Valued at $100+ Per Share

DIT hit $63 today....it was $32 when I wrote this article

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

$15.60 close from $8.65 super!

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

TRIT $14's from $8.65 call !!!

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

Bill Simpson

#1 I didnt pick the title......Seeking Alpha did...my instablog was titled
"Tri-Tech Holding - Low Float IPO Addressing China's Water Crisis "
seekingalpha.com/insta...

but for some reason when Seeking Alph aedits it they changed the title

#2 you can call me a hyper, or pumper or whatever...but the fact is My readers and I are up 50% while you try to explain why this will be down in a year........i never said I was putting it in my IRA.......i said $15-$35 target and my low range of target is almost hit......

so you keep lecturing me and calling me a hypster....my readers and i will think about it as we count our money

good luck to you

again wasnt my title......

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

TRIT $12.62 RTQ after hours from my $8.65 call........debate is futile at this point.............

Tri-Tech Holding: The Most Exciting Chinese IPO Ever Listed

The Company's contracts are mostly with govt which are slow payers and A/R turnover in China in general is slower than the US......good questions though.......you can say every China stock is a scam and never trade them or you can trade them and catch some big gains.......all about your own risk management

Review of Three China IPOs

If it prices 9-12 then p/e 3-4 imo.....insane valuation and i think it gaps and runs.......my opinion only

American Dairy and Skystar: Two Chinese Growth Stocks

This last qtr was somewhat dissapointing but I think EFUT will have a great year. Watching it for more news and the next earnings report.

Why AMCON Could Be Valued at $100+ Per Share

DIT hit $43.99 today, a new 52 week high

Why AMCON Could Be Valued at $100+ Per Share

You have avoided many facts I have stated and continue to do so.
You were wrong on your accounting statements. You obviously are not here to debate facts but have just joined SA because you have an axe to grind with me.

1) They had a one time 1.7m expense last quarter in addition to the pricing increase
2) Less inventory was bought by their customers last quarter and normal levels will resume this quarter per the 10-q. More inventory sales = more revenue
3) Fully diluted outstanding shares have decreased by 146k
4) Examine 2008 net income if fully diluted shares are 704k
5) Now do the same for first half 2009 net income
6) They could not grow and do $10 EPS this year
imo EPS will be $10-$12
CORE analyst put a target that gives a P/E of 15
$10-$12 EPS X 10 P/e =?

Why AMCON Could Be Valued at $100+ Per Share

Here is some accounting info for you garethd - it is obvious you were thinking cash accounting which public companies do not ues -good luck to you


What Does Accrual Accounting Mean?
An accounting method that measures the performance and position of a company by recognizing economic events regardless of when cash transactions occur. The general idea is that economic events are recognized by matching revenues to expenses (the matching principle) at the time in which the transaction occurs rather than when payment is made (or received). This method allows the current cash inflows/outflows to be combined with future expected cash inflows/outflows to give a more accurate picture of a company's current financial condition.

Accrual accounting is considered to be the standard accounting practice for most companies, with the exception of very small operations. This method provides a more accurate picture of the company's current condition, but its relative complexity makes it more expensive to implement. This is the opposite of cash accounting, which recognizes transactions only when there is an exchange of cash.


On Apr 26 04:49 PM garethd wrote:

> I just noticed that the author has "an accounting/finance background".
> Now i'm completely shocked. How could someone with this training
> be so flippant when it comes to dealing with numbers. There is nothing
> precise in any of his posts. Disturbing.
>
> Quotes from the author:
> "incurred a one time 1.7m liability = expense this Quarter"
> "Q2 had a 1.7m non- recurring tax expense"
> "They had a one time 1.7m expense last quarter"
>
> His posts seem to imply that this expense was paid last quarter.
> This was in fact an "accrued expense" and was posted as a liability
> on the balance sheet. This has not been paid yet and is due by the
> end of July this year.
>
> Hope no one got this person to do their taxes for them. Shocking
> revelation.
>
>
>
>
>

Why AMCON Could Be Valued at $100+ Per Share

DIT now rated 99 EPS by IBD (Updated this Weekend)

* DIT's IBD #'s have been updated and it now has the coveted, stellar IBD EPS 99 rating. RS is 97, and Accum/Dist A . All are Best in Group which includes GMCR. DIT is now above GMCR in its IBD group and GMCR has been on absolute momentum run all year from the $30's to the $50's. With an uptick in volume, I believe DIT is a candidate for a similar momentum run and in turn, the top of the IBD 100 List.

* DIT generated 18m cash flow from ops in 1h 09 and paid off 15m debt (another 5m debt comes off this quarter for sale of disc ops) and 2m preferred stock redeemed which REDUCED diluted shares o/s by 146k to 704k.

* If you take DIT's 2008 net income by new diluted share count it is $8 EPS.

* If you take 1H 2009 net income (traditionally weakest quarters) by new diluted share count it is $4.98

* DIT I get an $10-$12 EPS run rate for 2009

* Competitor CORE has 15 p/e on recent analyst target ($30 target - $2 EPS Estimate)

* DIT has a 330k float lowest I can find on on any major exchange 550k o/s

* Conservative management

Thin stock and volatile. Can be dangerous and not for large positions in my opinion. However, if hedge funds and value investors discover it, with this share structure we could be in for a GMCR type ride or more. It could double and I could argue it is still undervalued compared to CORE based on the numbers.