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"Risk comes from not knowing what you're doing" Warren Buffett I look and sift the world for such misplaced bets. When I occasionally find one, I first exploit it for profit. Then, I write about it for anyone else interested in such ideas. Twitter: @unemon1 Scribd:... More
  • A Response To CBOE Trader's Statement: “Suggest People Make Statements After Due Diligence.” 0 comments
    Aug 9, 2013 12:12 PM | about stocks: LLEN

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    For the interested Readers I am considering whether or not to share some of my DD results on one of my blogs:

    http://unemon1.freeforums.net

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    As I will prove below, your statement, "seems to be more appropriate if referred to you and your article about LLEN"

    In a comment to his article about LLEN (article here), I asked whether or not LLEN Energy had Changed (once again) its main Strategy (The Post can be found at the end of this InstantBlog):

    (click to enlarge)

    Dear CBOE Trader,

    Prior asking whether or not LLEN had changed his strategy without telling a word to investors I did my DD. Note that I asked: "Did LLEN abandon its primary strategy?"

    If you had done some DD before writing the article you would have probably asked the same question. I see only two possibilities here:

    1. You knew about this information at the time of writing of your article, but decided to ignore it.
    2. Your DD process had some major flaws.

    Anyway, your Statement ("Suggest people make statements after due diligence.") seems to be more appropriate if referred to you and your article about LLEN than to my question.

    The following person was the Corporate Lawyer for LLEN in the Guizhou Province, primarily assisting (see resume) LLEN with the implementation of his Merger and Acquisition strategy in the Guizhou Province:

    (click to enlarge)

    (click to enlarge)

    He has been the corporate lawyer from: 2011-03 to 2013-02 (as you can see from his resume).

    (click to enlarge)

    Text Version:

    工作描述:1、起草、审阅公司合同;2. 针对各部门提出的问题出具有可操作性口头或书面的法律意见书;3.负责处理董事会文件和其他相关文件;4. 负责草拟、审核以公司名义签订的合同及其他带有法律性质的对外行文; 5. 制定外资进入中国后公司的组建方案;参与公司并购、投资谈判并提供必要法律意见;6. 负责处理与法律事务相关的突发事件;7. 完成上级交办的其他工作。
    全面参与公司在贵州的煤矿并购、整合工作,熟悉贵州煤炭行业政策、法律,制定并购方案及商业投资计划书的编写,提出外资投资法律意见等。目前已在贵州按照公司意图,亲自组建了"贵州维澈能源技术开发有限公司"和"贵州利维煤业有限公司"(均为外商独资)。在工作中配合公司领导制定商务谈判策略、经常在谈判中根据需要扮演"白脸"角色,以便领导获得更多回旋空间。经常深入工作第一线,与一线业务人员同吃同住(盘县),第一时间掌握真实情况,及时进行法律风险识别并提供法律意见。

    离职原因:公司业务地区变化

    It is really interesting to see the reason LLEN Corporate Lawyer mentions for having left the job:

    离职原因:公司业务地区变化

    Reason for Departure: Change in the business operating region of the Company.

    Dear CBOE Trader,

    As you can see, my question was based on an extensive DD process. Can you proof the same about your article?

    My Original Post:

    (click to enlarge)

    Disclosure: I am short LLEN.

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