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  • Mastech Holdings: A Unique Value Plus Growth Proposition [View article]
    Shares are up 115% since the time of this article. MHH reported record third quarter 2013 earnings. We still see upside from current prices as MHH still has value when one looks at multiple valuation metrics. Please see our full research note for details.
    http://bit.ly/16veuZT
    Oct 23 10:46 AM | 1 Like Like |Link to Comment
  • L&L Energy: New Disclosures, More Misrepresentations [View article]
    Benzinga Exclusive: GeoInvesting's Dan David Answers L&L Energy Questions (LLEN). http://bit.ly/160TSZa
    Oct 9 04:12 PM | Likes Like |Link to Comment
  • L&L Energy: Huge Undisclosed Dilution And More Negative Chinese Media [View article]
    We ARE reporting to the authorities. Read the reports, as you have obviously not done so.

    First Article:

    GeoInvesting is preparing to file a whistle-blower report to the NASDAQ and SEC...

    This article:

    We provided all of our video evidence to NASDAQ and SEC.

    So, full disclosure. Thanks.
    Oct 2 10:33 AM | 1 Like Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Yes, $ISDR is illiquid, but I was able to patiently purchase a nice size position. Yes, we are following CLCN. How do you propose we value the company? Thanks
    Sep 30 12:30 AM | Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Micro, We are expecting GTT to manage the Tinet business better than IQNT. However, if you notice, we provided two EBITDA assumptions, one (ours)assuming that the combined EBITDA comes in near $30M and another more aggressive EBITDA estimate based on past the EBITDA performance of Tinet and analyst estimates. So we have a realistic number along with an upside number. The good news is that GTT is undervalued using the more conservative assumption. Obviously, the question that remains to be answered is did Tinet growth under IQNT suffer due to operational issues or IQNT's inability to manage the business.
    Sep 30 12:27 AM | Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Certicom, Thanks for the note. We are actually betting on GTT's track record of integrating several past acquisitions into its growth plan. Regarding the Tinet acquisition, my understanding is that IQNT main focus is voice not data, so their could have been some marriage issues (My understanding is that GTT is mainly data). The important take away is that Tinet revenues and EBITDA still seem to be in tact even though IQNT was unable to do much with the business.
    Sep 27 04:26 PM | Likes Like |Link to Comment
  • Industry Landscape Opens Doors For Pharmaceutical Company Polydex [View article]
    Ha, nice catch.
    Sep 27 01:46 PM | Likes Like |Link to Comment
  • FAB Universal: This Could Be A Fad [View article]
    Valu, The SEC filings are very clear regarding when shares will be issued. About 5 million shares of 10 million issued as part of the RTO transaction are available for resale as of 9/26/2013. I believe most of the convertible preferred stock (20 million) will be available to be converted to common stock after the filing of the 2013 10K. So we are very close to massive dilution and selling pressure. The stock will sell off ahead of these events.
    Sep 27 03:18 AM | 2 Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Renmy, You should check out GeoBargain $ISDR. Really like this SaaS play.

    Maj
    Sep 26 04:22 PM | Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Thank you. Yes, we have pared down some of GCAP position.
    Sep 26 02:43 PM | Likes Like |Link to Comment
  • GeoInvesting Blows The Whistle On L&L Energy [View article]
    LLEN's PR response to this research report indicated that they:

    "...are forming a special committee with counsel's guidance to fully investigate this allegation."

    GeoInvesting stands by its conclusions and will offer our assistance to any truly independent special committee in reviewing the evidence we have gathered, once we have completed the joint review of our evidence with the SEC, NASDAQ and any other regulatory body.
    Sep 19 02:39 PM | 2 Likes Like |Link to Comment
  • Pacific Healthcare Organization Could Be A Diamond In The Rough [View article]
    Nice job. We are long and share your bullish view.
    Sep 5 11:17 AM | 1 Like Like |Link to Comment
  • Fuwei Films 'Auction Games' Reveal Red Flags, Buyers Beware [View article]
    Beng, The point is that no investor made a bid at any price. And what about management? Why no bid from them?
    Aug 31 06:36 PM | Likes Like |Link to Comment
  • Fuwei Films 'Auction Games' Reveal Red Flags, Buyers Beware [View article]
    It is pretty bad when they can't even attract a lower bid, not even from management.
    Aug 28 12:31 PM | Likes Like |Link to Comment
  • Fuwei Films 'Auction Games' Reveal Red Flags, Buyers Beware [View article]
    Answer this? Why would the proceeds have been deposited in the Bank? At best the court should only receive a transaction fee if they were only acting as an agent:

    "intentional bidder shall deposit RMB 40 million to court bank account (Jinan City Intermediate People's Court, Bank Account: Shiqiao Branch, Qilu Bank, 000000028004100000378)"

    The money should go to Weifang if it really had the shares. There is something very fishy about this development. The posting in China is quite clear as to who is calling for the auction.
    Aug 28 12:29 PM | Likes Like |Link to Comment
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