China Agritech Inc. (CAGC.OB)
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CAGC.OB Forum Topics
- All Comments on CAGC.OB
- General Discussion on CAGC.OB
- Fund Manager Peter Siris Spots Gold in China [view article]
- China Agritech Preparing to Bloom [view article]
- Kelly: Covered MBI, Adding to CAGC [view article]
- 4 China Themes for Early 2008 [view article]
- Selling Long Positions, Going Short and Buying Gold [view article]
- China Agritech: Ready For All-Time Highs [view article]
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Fund Manager Peter Siris Spots Gold in China [view article]
It is also something called expansion. Trying to get market share means if you find acceptance, you have to be able to deliver in Bulk if necessary.I own Cagc and Seed. Both have to be considered to be in the Fledgling Category. Sales, word of mouth, research, manufacturing, growth...only word of mouth is cheap.
Fertilizer and Genetically Modified seeds, Cagc may become another "Miracle Gro" and Seed another Monsanto or they may both go bankrupt.
To me revenue growth is the key and as long as I see it expanding, I know that eventually it will filter to the Bottom Line. There will be setbacks due to "earthquakes"... or failed research or whatever, but if manangement reasonably explains the reasons for the short fall, I will continue to hold them. My time horizon is 5 years for a double. Reply
Fund Manager Peter Siris Spots Gold in China [view article]
Finally lets look at he receivables over the next couple of quarters and see how they change. The one risk factor I see here is there is a chance of a higher default rate this year do to weather related conditions. However, this company was one that was singled out as a company that could prosper because of the disaster. I am not sold on that idea, but who am I but a guy posting on Labor Day weekend when I sould be fishing! ReplyFund Manager Peter Siris Spots Gold in China [view article]
It is normal in China for accounts receivable to be both high and long. Why? Let's take CAGC for example. My question to PNIN is did you read the entire filing before posting? I ask that sincerly as I asked the company the same question. Guess what? They extend the farmers credit when they purchase fertalizer and get paid after the crops have been harvested and sold. My grandfather owned a chain of Hareware stores in west Texas and did the same thing for the farmers there. He knew he didn't have a chance of selling a new refrigorator or a new aything for that matter, because the farmers had no money during planting season. They had expenses like, irrigation, machinary, the crews that worked and had to help plant, fuel, not too mention the seed and fertalizer itself. He extended them credit until their crops came in. He had less than 1% default rate. Please look at the filing again for both companies and see what the default rate is. Then compare to a US company in the same business that is public and post which of the two has the largest defaul rate. I would go ahead and tell you and you have probably figured it out on your own based on the information I have given, but it would be a great excersize for anyone wanting to know customary business practices in China. We Americans could learn a few things from these old time philosophies, after all, my Grandfather was from the generation that has been considered by many as the "Greatest Generation of All"! ReplyFund Manager Peter Siris Spots Gold in China [view article]
I have to agree with writer.I own Sorl Hrbn Cphi Chcg Cacg. I believe they offer great value at extreme low valuations,low PE PEG and good growth.You must be invested in ChinaReply
Fund Manager Peter Siris Spots Gold in China [view article]
Sorry about the similar posting. I didn't think my first one went through. ReplyFund Manager Peter Siris Spots Gold in China [view article]
Whats up with the accounts recievables on some of these plays? CAGC and CPHI are super high. Its a lot easier to generate great revenue and earnings when you don't care if you ever get paid. And when they do need cash, they just sell their other main product - shares in their stock. ReplyFund Manager Peter Siris Spots Gold in China [view article]
I follow many of those mentined such as CPHI and CAGC. One thing - for these two and many others cited, the accounts receivable are astronomical. Its easier to grow your business in revenue and profits when you don't seem to care if you ever get paid. As for the cash flow problems - when they need some cash, they just issue some shares. ReplyEditors
General Discussion on CAGC.OB
Is this a buy or a sell? Replynies.com
China Agritech Preparing to Bloom [view article]
CAGC follows a similar business model to another company named Advanced Growing Systems, Inc. (AGWS.ob). While a pure-play for organic fertilizer in China, AGWS.ob is a diversified domestic play dealing with organic fertilizer and wholesale nurseries. CAGC looks to capitalize upon its China play, but where has the organic demand really come from? AGWS is an up and coming company with a market capitalization below its tangible valuation, high growth rates, vertical integration, and a booming market in the South. More can be found with our Recommendation here: investingpennies.com/s... ReplyChina Agritech Preparing to Bloom [view article]
Beware this space. The Chinese are also doing dangerous and hurried work on genetic agriculture modification to be considered leaders in food science. One of the first dangerous implications was the recent pet food scandal. Melamine wasn't actually introduced for a cheap filler. The real killer was genetically modified ingredients that presented Melamine as a genetic marker.This is scary and dangerous stuff. I hope somebody somewhere has put China on notice to tell them they are being watched and rogue genetic modifications won't be tolerated. Seriously. This is a potential threat to humanity. Reply
ferrari
China Agritech Preparing to Bloom [view article]
don't know much about organic fertilizers - are they (organic) really that efficient vs. conventional fertilizers? ReplyHoldsworth
China Agritech Preparing to Bloom [view article]
Good summary and investment thesis. CAGC is unapprecaied growth, with new plants and products just coming to market. Additionally, the Chinese govt. is pushing organic fertilizer as part of its campaign for food security, currently 20% of Chinese crops are organically fertilized and the govt. wants that result to increase.In regard to the 234 DSO's, it may be possible these sales are booked during the fall and winter months for later delivery and payment. Thus the "financing" may be an accounting issue that gets fixed in 2Q 08 business as fertilizer is delivered and paid for. Reply
er
Kelly: Covered MBI, Adding to CAGC [view article]
thanks kellywe should know that is 88% ofthe shares are controled by insider and investors
one of them : goldman sachs credit with 1 mil shares
44% for insider and 44% for 20 investors
also, China Agritech has engaged Ernst & Young to assist the Company in becoming SOX 404 compliant. WHIS IS a requirment to be listed in american exchange
so, they have the market maker already and the net incom required only one step.
regarding production they will start 200,000 mt in 2008, current production is 13,000 mt Reply
4 China Themes for Early 2008 [view article]
only 3？what's the 4th？ ReplySelling Long Positions, Going Short and Buying Gold [view article]
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