Equity Raises Killing Sentiment in U.S. Listed China Sector [View article]
I do see your point, but what is good for the company is not always good for shareholders. Growing for the sake of growing is never a plan. We need to shake out the weak. I have not noticed instant accretion in EPS on a wide scale,unless its for an acquisition. What is discouraging is when a company carries out multiple raises within a years time. Did you see CYXN raise? Stock was $0.80 and they do a raise at $0.06???? Part of the reason is that many of these firms are just not as financially strong as advertised. But a big part of the reason is that there are just not enough players in the space. its controlled by a few large players. You also have IBANKs literally cold calling advisors and CFOs.
Remember the internet bubble??? Companies with no financials raising money at insane multiples.
For LaBarge, Diversification Is Key to Success [View article]
True,
This is not a bottom value play. You may need a pull back to justify purchase. We are also not huge fans of trading, so our philosophies may diverge at times.
ROE: if you annualize it looks like it will exceed 15. PEG: using forward growth rate is .50 P/B: A company that will grow EPS 30% with a P/E of 16 and PEG of .50 might qualify as growth + moderate value play to some.
What i have learned in my tenure of investing is that most investors will not look beyond the P/E ratio and EPS growth to make short-term decisions. Thus this is what drives a lot of my decisions.
Of course, those who can delve deeper into valuation issues can gain a long-term upper hand as long as they do not become too critical as simple investors ultimately drive the micro cap sector.
"going by your user name...seems like you are on the solar track - definitely a great industry to be following right now. Yes, there a bunch of China solar stocks that could have been mentioned. The list was just a cross section and by no means comprehensive. "
the point of the article is really about seizing an opportunity to be at the forefront of "clean and safe" movement and establish relationships with respected manufacturers such as Delta Valve.
"Through a strong “supply” relationship with flow control manufacturer Delta Valve, LianDi has entered into an exclusive partnership to improve delayed coking activities in China. Specifically, LianDi will manufacture delayed unheading coking units utilizing Delta Valve’s equipment and proven technology used globally over the past decade."
So, this addresses your concern - so, in essence, costumers will be buying proven technology. Think of it as Delta Valve widening their network while using a well respected company like China LianDi. It's also more than just buying equipment...it's dealing with every facet involved with processes that require specialization on all fronts...again, things that LianDi offers.
going by your user name...seems like you are on the solar track - definitely a great industry to be following right now. Yes, there a bunch of China solar stocks that could have been mentioned. The list was just a cross section and by no means comprehensive.
Eight Strong GeoBargain and GeoSpecial Stocks [View article]
We are tracking it, however not to the extent as some of the people here on SA (ex.Nawar), whose time and effort have given investors a wealth of information w/r/t the stock. It used to be a GeoBargain (geoinvesting.com/compa...) and it may make it back to the list if we decide it meets all of our criteria.
Five Reasons to Invest in China Armco Metals [View article]
Dear China Expert,
It seems like you really did your home work on finding useless information. Not one comment about industry or company fundamentals. You should be asking about the one big order in the second quarter or if the company will be able to offset dilution once warrants become an issue. You should be asking if there will be any unforeseen expenses associated with the start up of their recycling facility or if they will need to raise more capital. Will CNAM.OB experience margin improvements from its new recycling endeavor and how long will it take the company to start seeing benefits from the facility? How do they plan on growing their mature core distribution business?
But here were your concerns:
1. Q-Why did the company terminate its IR relationship early this year?
A-Why don’t you call and ask them before you make assumptions. It’s not uncommon for companies to change IR firms.
2. Q-Why doesn't the company have an English speaking spokesman?
A-LMAO. They do have English speaking representatives, at the company and its IR firm. Do your homework. Did you even call the IR firm?
3. Q-Maybe they'd be attending some of the Chinese investor conferences at Roth or Rodman?
A-The CEO will be in town soon to meet with investors. There story has just begun to gain traction. By the way they did have representation at the Rodman conference. LMAO!!
4. Q-Not one of the investors in the "deal" is a recognized investor in Chinese companies. hmmm.
A-Maybe you don’t recognize them. hmmm
5. Q-Overhang at $5.00.
A-Ok let me get this straight; you think the stock is going over $5.00 yet you still don’t like it. $5.00 is fine for investors who bought this stock between $1.00 and $3.00. I can handle more than a double. I am more concerned about fundamentals. But, what can I say, you are the expert.
5. Q-Its nice that the company on August 11, 2009, Armet obtained a RMB 90 million three-year line of credit from a financial institution guaranteed by the Company’s chairman and CEO, none of which have be drawn as of August 14, 2009; the interest is a floating rate not to exceed 5%.......Nonetheless..... Smells here???
A-Many loans are guaranteed by company directors. You really don’t see this as sign of confidence? Seriously??? What smells? Please enlighten us?
6. Q-No Chinese fund has purchased any shares since going public.
A-Who cares??? Most funds are late to the party any way. They will come at higher prices as they inevitably always do. As an expert you should know that you want to get into a stock before the institutions do.
7. Q-If management stays away.....then I will stay away.
A-Do you know how much stock insiders own???
8. Q-Good luck pumping this to "retail" investors.
A-Are you telling me the very few stocks you have generously commented on are not driven by retail investors?
You need to stop overanalyzing and start to really understand how Wall Street operates.
Sincerely,
Maj President GeoInvesting
On Aug 23 09:09 PM China Expert wrote:
> I wondered what happened to this company so I spent a few moments > looking at it. Questions: 1) Why did the company terminate its IR > relationship early this year ? Hmmmmmm 2) Why doesn't the company > have an English speaking spokesman ? If they did....maybe they'd > be attending some of the Chinese investor conferences at Roth or > Rodman etc ....3) Not one of the investors in the "deal" is a recognized > investor in Chinese companies....hmmmm 4) With a "cashless provision" > for the 2.7 million warrants at $5....i expect a lot of selling overhang > for quite a while once the stock goes over $5.....5) No Chinese > fund has purchased any shares since going public.........Its nice > that the company on August 11, 2009, Armet obtained a RMB 90 million > three-year line of credit from a financial institution guaranteed > by the Company’s chairman and CEO, none of which have be drawn as > of August 14, 2009; the interest is a floating rate not to exceed > 5%.......Nonetheless..... smells here..... seems the company has > made a committed effort to stay away from investors. If management > stays away.....then I will stay away. Good luck pumping this to "retail" > investors.
Five Reasons to Invest in China Armco Metals [View article]
Whoa! Hold on here. We always tell people to do their own due diligence and have many times stated that we provide information as a starting point for individuals who should subsequently delve into multiple sources of information. In case you didn't see the related Blog Entry, it stated that this was a quick checklist highlighting undiscovered opportunities. Never once have we said that we were a full research boutique. What we do is totally independent and free for whoever can appreciate it, basically rendering the "door ajar" so to speak.
I'm not sure how this all of the sudden became "China Expert's" smear campaign against GeoInvesting. THAT is so sad. We are a legitimate company that has found much success in the methods that we utilize to research and invest in companies...something that had been proven WAY before we started sharing our knowledge and techniques with our peers. I kindly ask that we work together in assessing the opportunities present when investing in Chinese stocks. If you want to find what you feel to be shortcomings in third party research, at least please do it in a collaborative manner that we can ALL appreciate. Combative tones only lead to a break down in the system and are totally distracting.
And for the record, the kind of collaborative feedback we liked from you was here:
Buy These Three Stocks During the Dip in Highly Valued China [View article]
Collins, if you have an RSS reader you can follow any particular author by subscribing to his/her feed. I use Mozilla Thunderbird for its amazing filtering capabilities.
Zou GeoTeam
On Aug 23 10:38 AM collins wrote:
> Danny, > > Thanks for the further details on your investing focus. I clicked > on "following" next to your name. I'm not sure what that means. What > I wanted to have happen by doing that is to be notified via email > when one of your pieces makes it to the internet. But perhaps that's > not what clicking that button does. I never even knew it was an option > till this morning. > > Also, I'd be very interested to hear what companies you've singled > out in Brazil and was wondering if you could pass their ticker symbols > along so I can more quickly find your blogs on them. I suspect there's > only a couple at this point. But I'm sure you're busy so I understand > if you want to let this request slip by. > > Thanks again. Looks like you picked an excellent time to start investing. > > > Collins
And just as an added note. We did actually disclose that Matthew Hayden was from HC International in our initial blog submission. We added an additional statement at the end of the blog, and have reached out to SA to put the same disclaimer at the bottom of the article.
There have been some complaints regarding this article, inferring that there were dishonest intentions on our part.
We would like to take a moment to address some issues.
You should know that Matthew Hayden did not write this article for SA. We came upon the article and found the information to be relevant for individuals interested in investing in Chinese stocks. We actually asked Matt for his permission to post his article. We did post his affiliation on our home site. Unfortunately, there was an oversight on our part when we posted his article on SA. In hindsight we should have just made investors aware that the article was available on our home site.
We have submitted over 1000 posts and articles on GeoInvesting and SA combined. This is the only instance in which we submitted a third party article. Unlike many other services, our research is far from pump and dump and aids investors to uncover opportunities as well as reveal potential investment warning signs. We alert investors about information contained in filings that companies often omit from press releases (i.e. liquidity problems). We feel our credibility stems from the performance of our research and from the fact that it is totally independent.
We are asking for your patience as we are relatively new to online blogging. We have disclosed our investment position in every article we have submitted to SA.
I’m not sure what your definition of a scam is? Please enlighten me: What have I “scammed” from you? Was it the superior investment returns obtained from the FREE information provided in our research notes here and on GeoInvesting? It truly vexes me when ignorant investors make wild assumptions from one event, ignoring all of the other useful material. FYI, TPI was around $2.70 at the time we posted this article. It is now $3.45.
Regardless, going forward we will make the proper disclosure in the unlikely event that we submit an article in a similar pretext.
Maj, President The GeoTeam
On Jul 30 02:46 PM ari5000 wrote:
> If this guy works for TPI -- he should be banned forever from Seeking > Alpha... > > that's just egregiously wrong. Clear pump and dump to write an article > here and not disclose his relationship with TPI. > > This makes Seeking Alpha greatly loses its reputation. Now I have > to Google every author to find out if there are similar connections. > > > GeoTeam is a scam as far as I'm concerned.
Equity Raises Killing Sentiment in U.S. Listed China Sector [View article]
Remember the internet bubble??? Companies with no financials raising money at insane multiples.
Why?
Because every one wanted in.
Maj
Why You Should Diversify With U.S. Stocks [View article]
For LaBarge, Diversification Is Key to Success [View article]
This is not a bottom value play. You may need a pull back to justify purchase. We are also not huge fans of trading, so our philosophies may diverge at times.
ROE: if you annualize it looks like it will exceed 15.
PEG: using forward growth rate is .50
P/B: A company that will grow EPS 30% with a P/E of 16 and PEG of .50 might qualify as growth + moderate value play to some.
What i have learned in my tenure of investing is that most investors will not look beyond the P/E ratio and EPS growth to make short-term decisions. Thus this is what drives a lot of my decisions.
Of course, those who can delve deeper into valuation issues can gain a long-term upper hand as long as they do not become too critical as simple investors ultimately drive the micro cap sector.
Maj, GeoInvesting.com
China LianDi's Big Opportunity [View article]
CORRECTION. lol, I did mean Wind, not solar.
"going by your user name...seems like you are on the solar track - definitely a great industry to be following right now. Yes, there a bunch of China solar stocks that could have been mentioned. The list was just a cross section and by no means comprehensive. "
China LianDi's Big Opportunity [View article]
the point of the article is really about seizing an opportunity to be at the forefront of "clean and safe" movement and establish relationships with respected manufacturers such as Delta Valve.
"Through a strong “supply” relationship with flow control manufacturer Delta Valve, LianDi has entered into an exclusive partnership to improve delayed coking activities in China. Specifically, LianDi will manufacture delayed unheading coking units utilizing Delta Valve’s equipment and proven technology used globally over the past decade."
So, this addresses your concern - so, in essence, costumers will be buying proven technology. Think of it as Delta Valve widening their network while using a well respected company like China LianDi. It's also more than just buying equipment...it's dealing with every facet involved with processes that require specialization on all fronts...again, things that LianDi offers.
Best,
Zou
GeoTeam member
China LianDi's Big Opportunity [View article]
going by your user name...seems like you are on the solar track - definitely a great industry to be following right now. Yes, there a bunch of China solar stocks that could have been mentioned. The list was just a cross section and by no means comprehensive.
Why IEC Electronics Is a Bargain [View article]
Eight Strong GeoBargain and GeoSpecial Stocks [View article]
Five Reasons to Invest in China Armco Metals [View article]
It seems like you really did your home work on finding useless information. Not one comment about industry or company fundamentals. You should be asking about the one big order in the second quarter or if the company will be able to offset dilution once warrants become an issue. You should be asking if there will be any unforeseen expenses associated with the start up of their recycling facility or if they will need to raise more capital. Will CNAM.OB experience margin improvements from its new recycling endeavor and how long will it take the company to start seeing benefits from the facility? How do they plan on growing their mature core distribution business?
But here were your concerns:
1. Q-Why did the company terminate its IR relationship early this year?
A-Why don’t you call and ask them before you make assumptions. It’s not uncommon for companies to change IR firms.
2. Q-Why doesn't the company have an English speaking spokesman?
A-LMAO. They do have English speaking representatives, at the company and its IR firm. Do your homework. Did you even call the IR firm?
3. Q-Maybe they'd be attending some of the Chinese investor conferences at Roth or Rodman?
A-The CEO will be in town soon to meet with investors. There story has just begun to gain traction. By the way they did have representation at the Rodman conference. LMAO!!
4. Q-Not one of the investors in the "deal" is a recognized investor in Chinese companies. hmmm.
A-Maybe you don’t recognize them. hmmm
5. Q-Overhang at $5.00.
A-Ok let me get this straight; you think the stock is going over $5.00 yet you still don’t like it. $5.00 is fine for investors who bought this stock between $1.00 and $3.00. I can handle more than a double. I am more concerned about fundamentals. But, what can I say, you are the expert.
5. Q-Its nice that the company on August 11, 2009, Armet obtained a RMB 90 million three-year line of credit from a financial institution guaranteed by the Company’s chairman and CEO, none of which have be drawn as of August 14, 2009; the interest is a floating rate not to exceed 5%.......Nonetheless..... Smells here???
A-Many loans are guaranteed by company directors. You really don’t see this as sign of confidence? Seriously??? What smells? Please enlighten us?
6. Q-No Chinese fund has purchased any shares since going public.
A-Who cares??? Most funds are late to the party any way. They will come at higher prices as they inevitably always do. As an expert you should know that you want to get into a stock before the institutions do.
7. Q-If management stays away.....then I will stay away.
A-Do you know how much stock insiders own???
8. Q-Good luck pumping this to "retail" investors.
A-Are you telling me the very few stocks you have generously commented on are not driven by retail investors?
You need to stop overanalyzing and start to really understand how Wall Street operates.
Sincerely,
Maj
President
GeoInvesting
On Aug 23 09:09 PM China Expert wrote:
> I wondered what happened to this company so I spent a few moments
> looking at it. Questions: 1) Why did the company terminate its IR
> relationship early this year ? Hmmmmmm 2) Why doesn't the company
> have an English speaking spokesman ? If they did....maybe they'd
> be attending some of the Chinese investor conferences at Roth or
> Rodman etc ....3) Not one of the investors in the "deal" is a recognized
> investor in Chinese companies....hmmmm 4) With a "cashless provision"
> for the 2.7 million warrants at $5....i expect a lot of selling overhang
> for quite a while once the stock goes over $5.....5) No Chinese
> fund has purchased any shares since going public.........Its nice
> that the company on August 11, 2009, Armet obtained a RMB 90 million
> three-year line of credit from a financial institution guaranteed
> by the Company’s chairman and CEO, none of which have be drawn as
> of August 14, 2009; the interest is a floating rate not to exceed
> 5%.......Nonetheless..... smells here..... seems the company has
> made a committed effort to stay away from investors. If management
> stays away.....then I will stay away. Good luck pumping this to "retail"
> investors.
'Up Listed Chinese Companies: Above Average Returns [View article]
Five Reasons to Invest in China Armco Metals [View article]
I'm not sure how this all of the sudden became "China Expert's" smear campaign against GeoInvesting. THAT is so sad. We are a legitimate company that has found much success in the methods that we utilize to research and invest in companies...something that had been proven WAY before we started sharing our knowledge and techniques with our peers. I kindly ask that we work together in assessing the opportunities present when investing in Chinese stocks. If you want to find what you feel to be shortcomings in third party research, at least please do it in a collaborative manner that we can ALL appreciate. Combative tones only lead to a break down in the system and are totally distracting.
And for the record, the kind of collaborative feedback we liked from you was here:
stockwidget.seekingalp...
That is the reason we started to follow you in the first place...because we thought you could offer added valuable insight.
As far as your first comment here regarding CNAM, my supervisor will most likely address your concerns.
And we do own CBPO and SKBI, both companies on which we comment at GeoInvesting!! 2 Stocks we can agree upon!!
Anyways, for what it is worth, that is my stance.
Zou
GeoTeam Member
Buy These Three Stocks During the Dip in Highly Valued China [View article]
Zou
GeoTeam
On Aug 23 10:38 AM collins wrote:
> Danny,
>
> Thanks for the further details on your investing focus. I clicked
> on "following" next to your name. I'm not sure what that means. What
> I wanted to have happen by doing that is to be notified via email
> when one of your pieces makes it to the internet. But perhaps that's
> not what clicking that button does. I never even knew it was an option
> till this morning.
>
> Also, I'd be very interested to hear what companies you've singled
> out in Brazil and was wondering if you could pass their ticker symbols
> along so I can more quickly find your blogs on them. I suspect there's
> only a couple at this point. But I'm sure you're busy so I understand
> if you want to let this request slip by.
>
> Thanks again. Looks like you picked an excellent time to start investing.
>
>
> Collins
Capitalizing on China's Stimulus Plan, Part I [View article]
geoinvesting.com/compa...
Also as expected, the stock will succumb to fluctuations around fair value as people take profits made from long-term positions.
We bought some back on the dip, a move that is proving to be profitable at the time being.
China's Massive Healthcare Initiative Provides Vast Opportunities for Investors [View article]
Blog:
seekingalpha.com/insta...
Take Care,
Zou
GeoTeam Admin
China's Massive Healthcare Initiative Provides Vast Opportunities for Investors [View article]
We would like to take a moment to address some issues.
You should know that Matthew Hayden did not write this article for SA. We came upon the article and found the information to be relevant for individuals interested in investing in Chinese stocks. We actually asked Matt for his permission to post his article. We did post his affiliation on our home site. Unfortunately, there was an oversight on our part when we posted his article on SA. In hindsight we should have just made investors aware that the article was available on our home site.
We have submitted over 1000 posts and articles on GeoInvesting and SA combined. This is the only instance in which we submitted a third party article. Unlike many other services, our research is far from pump and dump and aids investors to uncover opportunities as well as reveal potential investment warning signs. We alert investors about information contained in filings that companies often omit from press releases (i.e. liquidity problems). We feel our credibility stems from the performance of our research and from the fact that it is totally independent.
We are asking for your patience as we are relatively new to online blogging. We have disclosed our investment position in every article we have submitted to SA.
I’m not sure what your definition of a scam is? Please enlighten me: What have I “scammed” from you? Was it the superior investment returns obtained from the FREE information provided in our research notes here and on GeoInvesting? It truly vexes me when ignorant investors make wild assumptions from one event, ignoring all of the other useful material. FYI, TPI was around $2.70 at the time we posted this article. It is now $3.45.
Regardless, going forward we will make the proper disclosure in the unlikely event that we submit an article in a similar pretext.
Maj, President
The GeoTeam
On Jul 30 02:46 PM ari5000 wrote:
> If this guy works for TPI -- he should be banned forever from Seeking
> Alpha...
>
> that's just egregiously wrong. Clear pump and dump to write an article
> here and not disclose his relationship with TPI.
>
> This makes Seeking Alpha greatly loses its reputation. Now I have
> to Google every author to find out if there are similar connections.
>
>
> GeoTeam is a scam as far as I'm concerned.