Capacity Discrepancies At Lihua International [View article]
directly from LIWA this am in response to Chapski article:
The increase in 2012 copper wire sales volume was a direct result of the doubling of copper rod production capacity at end of 2011. The company had produced and sold more semi-processed thick wire from copper rod in 2012. The semi-processed thick wire was classified as part of copper wire but is... More
this is a take over there is no question about it. the rate of the insider buys, new ones announced yesterday included Plummer, are telling. DWCH is one of the best stocks on any exchange.
Tech Trends: Reflections From The Road (Part I) [View article]
I told you all about DWCH and then look what hits yesterday(Mahoney has spent $330K since Dec. in open market transactions) Plummer is new but you can see whats happening they are getting ready to sell this just like APPLIX, COGNOS etc. the same management team left IBM(who bought COGNOS) to run DWCH: Insider Transactions Reported - Last Two Years Date Insider Shares Type Transaction Value* Mar 14, 2013 PLUMMER BEN Officer 1,000 Direct Purchase at $13.03 per share. 13,030 Mar 13, 2013 MAHONEY DAVID Director 5,000 Direct Purchase at $13 per share. 65,000 Mar 13, 2013 PLUMMER BEN Officer 2,500 Direct Purchase at $12.72 per share. 31,800
Tech Trends: Reflections From The Road (Part I) [View article]
DWCH is the play. Analytics8 said they had the best product they have seen and are going to work with them. EMC just gave them a big order and DWCH just grabbed the ASG setup at one of the worlds biggest banks for 700 users. With the history of the management who have gone from having Applix bought by COGNOS, who in turn was immediately bought by IBM, they all left and went to DWCH. What do you think is going to happen to DWCH especially the Chair has bought $300k of the stock since dec. in open market. GOOD-BYE DWCH!!!!!!!!!
Datawatch Announces Hadoop Support To Deliver Greater Data Variety For Big Data Applications [View article]
Latest DWCH Video It can be found on the right side of the Datawatch website “Lean More”.
CEO Morrison gives a succinct explanation of where Datawatch fits into organizations. There is no way that every angle and use of Datawatch software can be discussed in detail but it worth a watch and well done.
DWCH is one of the world’s fastest growing software companies with over 40,000 CUSTOMERS and more than 500,000 USERS. Their customers include OVER 98% OF THE FORTUNE 500.
Their software is able to access virtually any data format and source with zero programming. This easily captured data previously inaccessible can then be further improved and transformed. New insight/opportunities are created with new relationships that can join, if wanted, to the data inside internal sophisticated Access models, Excel models or any data that is on the WEB, external private data found in PDF files or the countless daily reports used to run the business ALL AT THE SAME TIME CREATING ONE TABLE VIEW. This new view will uncover current and future opportunities. BTW those hard worked original models in let’s say Access or Excel cannot ever be changed or impacted. Now if wanted you can push that new data view into an existing data warehouse, BI tool, Excel or any software application.
One of the really exciting overlooked opportunities are the new data sources that can be captured by anyone with intermediate Excel skills. That makes Datawatch’s software the absolute must have addition to every organizations software tool box. Forget the need for endless consulting or high cost new hires.
“Imagine getting all the data you need when you need regardless of where it sits.” A big issue for business is that data is being generated way to fast to allow organization to capture with prior methods. Now with Datawatch if it’s being generated by a competitor on the web or a log file from routers you can hire someone with zero programming skills and intermediate Excel knowledge to capture data from the Web, log files, operational reports, advance Excels or Access models, PDF files and other sources. The results are then passed along to business experts, IT or Datawarehouse managers for further benefits.
Datawatch makes all your existing investments in software, BI solutions and technology so much better. It makes the business decision makers all that much more powerful. Less
Germany's economy is beginning to show signs of recovery after probably shrinking in Q4, the Bundesbank says. "The largely stable labor market and a better outlook for output suggest that the economic weakness won't last all that long," the bank says. "Companies' expectations have noticeably improved, particularly the estimation of export opportunities," [View news story]
Lihua International, Inc.: Turning Copper Into Gold [View article]
a little reading for the weekend!! the question isnt whether or not it happens its how soon!!!!LIWA will be back in China shortly like all the rest. read on!!!!
Lihua International, Inc.: Turning Copper Into Gold [View article]
oh bigbarry.........suck it up!!!!!!! all you say wont matter. that "quiet period" that the CFO kept referring to on CC(I know you missed it) is because of this!!!! They are going back to China at a healthy % gain from these prices, all this short rhetoric is about to be history. Notice the line about "M&A making big money from it!!" thats all you need to see to know this is rolling downhill so fast you get a doppler shift when it passes you!! all these CGS like LIWA are going back. soon. http://bit.ly/tEysSD
Lihua International, Inc.: Turning Copper Into Gold [View article]
Ian are you a copper specialist today or a vegetable expert as in your GAGA report from last week? Just wondering what hat you are wearing in this LIWA discussion. It must be tiring knowing so much about so many subjects, only be 23, never stepped foot in China and yet be able to talk freely on so many subjects and be versed in so many Chinese companies. Was your MBA in Vegetables or Geology?
Lihua International, Inc.: Turning Copper Into Gold [View article]
WIRE’s gross margins have fluctuated between about 8% and as high as almost 20% historically. In the most recent quarter, their gross margin was 11.8% and averaged ~11% during 9M of 2011. LIWA’s gross margins were 12.5% in Q3 and averaged at about 12% during 9M of 2011. Given that LIWA uses cheaper scrap copper vs. WIRE’s virgin copper as well as the fact that LIWA also sells CCA wire with much higher margins compared to copper wire (just check out FSIN’s gross margins as proof), I believe that LIWA’s gross margins are perfectly in line with industry standards.
Looking at operating margins, LIWA’s is about 11% for the last 9 months while WIRE’s is about 5.5%. First of all, WIRE is located in US so it would have substantially higher labor and overhead expenses, plus they are also shipping their products so must pay for fuel and transportation charges. They have a much larger facility, capacity and asset base, compared to LIWA, so their depreciation is higher. LIWA doesn’t need to spend a lot on sales expense because their products are cheaper to most completion because they are using scrap copper and their products can go into many different industries, meaning that a lot of the demand comes to them. That all explains why their operating margins are higher compared to WIRE’s while their gross margins are very similar. Look at FSIN as another example… their operating margins are much higher than LIWA’s and stand at about 18%. Does it mean that they are a fraud and LIWA is real just because they have higher margins? No, each one of these companies has their own specifics in demand, distribution, manufacturing, etc.
The asset argument is dumb and is designed to simply scare people. Plenty of people have visited LIWA’s facility and saw that assets were there. Their total capacity was verified by multiple parties, so we know that LIWA can sell as much as they are claiming using those assets. Their scrap copper purchases and copper sales (as well as customer checks) were reconciled by China 360, alone with their domestic filings which matched SEC filings. In addition, their cash levels were verified and daily cash activity compared with invoices from customers/to suppliers by John Lees Associates, so we know the assets are there, they can produce as much capacity as company claims and they have been producing and selling it and generating cash from those sales. So what exactly is the point shorts are trying to make other then try to scare people? I would challenge them to address China 360 and JLA’s filings directly if they think something was not done right during the process, not just pretend that those reports were never published and continue raising the same open ended questions.
Datawatch: Deeper Value For A Lower Price [View article]
this stock is a takeover and thats something I would bet all my money on and I have
Capacity Discrepancies At Lihua International [View article]
The increase in 2012 copper wire sales volume was a direct result of the doubling of copper rod production capacity at end of 2011. The company had produced and sold more semi-processed thick wire from copper rod in 2012. The semi-processed thick wire was classified as part of copper wire but is... More
Tech Trends: Reflections From The Road (Part I) [View article]
Fortune 500 Financial Institution Selects Datawatch For Enterprise Content Management Analytics [View article]
Tech Trends: Reflections From The Road (Part I) [View article]
Insider Transactions Reported - Last Two Years
Date Insider Shares Type Transaction Value*
Mar 14, 2013 PLUMMER BEN
Officer
1,000 Direct Purchase at $13.03 per share. 13,030
Mar 13, 2013 MAHONEY DAVID
Director
5,000 Direct Purchase at $13 per share. 65,000
Mar 13, 2013 PLUMMER BEN
Officer
2,500 Direct Purchase at $12.72 per share. 31,800
Tech Trends: Reflections From The Road (Part I) [View article]
Is Revamped SaaS Company Selectica Ripe For Takeover? [View article]
Datawatch Announces Hadoop Support To Deliver Greater Data Variety For Big Data Applications [View article]
Latest DWCH Video
It can be found on the right side of the Datawatch website “Lean More”.
CEO Morrison gives a succinct explanation of where Datawatch fits into organizations. There is no way that every angle and use of Datawatch software can be discussed in detail but it worth a watch and well done.
DWCH is one of the world’s fastest growing software companies with over 40,000 CUSTOMERS and more than 500,000 USERS. Their customers include OVER 98% OF THE FORTUNE 500.
Their software is able to access virtually any data format and source with zero programming.
This easily captured data previously inaccessible can then be further improved and transformed. New insight/opportunities are created with new relationships that can join, if wanted, to the data inside internal sophisticated Access models, Excel models or any data that is on the WEB, external private data found in PDF files or the countless daily reports used to run the business ALL AT THE SAME TIME CREATING ONE TABLE VIEW. This new view will uncover current and future opportunities. BTW those hard worked original models in let’s say Access or Excel cannot ever be changed or impacted.
Now if wanted you can push that new data view into an existing data warehouse, BI tool, Excel or any software application.
One of the really exciting overlooked opportunities are the new data sources that can be captured by anyone with intermediate Excel skills. That makes Datawatch’s software the absolute must have addition to every organizations software tool box. Forget the need for endless consulting or high cost new hires.
“Imagine getting all the data you need when you need regardless of where it sits.”
A big issue for business is that data is being generated way to fast to allow organization to capture with prior methods. Now with Datawatch if it’s being generated by a competitor on the web or a log file from routers you can hire someone with zero programming skills and intermediate Excel knowledge to capture data from the Web, log files, operational reports, advance Excels or Access models, PDF files and other sources. The results are then passed along to business experts, IT or Datawarehouse managers for further benefits.
Datawatch makes all your existing investments in software, BI solutions and technology so much better. It makes the business decision makers all that much more powerful. Less
Is Revamped SaaS Company Selectica Ripe For Takeover? [View article]
Germany's economy is beginning to show signs of recovery after probably shrinking in Q4, the Bundesbank says. "The largely stable labor market and a better outlook for output suggest that the economic weakness won't last all that long," the bank says. "Companies' expectations have noticeably improved, particularly the estimation of export opportunities," [View news story]
Lihua International, Inc.: Turning Copper Into Gold [View article]
http://on.wsj.com/uo4umA...
http://bit.ly/tnc2eA...
http://bit.ly/tkl7Zt...
Lihua International, Inc.: Turning Copper Into Gold [View article]
http://bit.ly/tEysSD
Lihua International, Inc.: Turning Copper Into Gold [View article]
Lihua International, Inc.: Turning Copper Into Gold [View article]
Lihua International, Inc.: Turning Copper Into Gold [View article]
Looking at operating margins, LIWA’s is about 11% for the last 9 months while WIRE’s is about 5.5%. First of all, WIRE is located in US so it would have substantially higher labor and overhead expenses, plus they are also shipping their products so must pay for fuel and transportation charges. They have a much larger facility, capacity and asset base, compared to LIWA, so their depreciation is higher. LIWA doesn’t need to spend a lot on sales expense because their products are cheaper to most completion because they are using scrap copper and their products can go into many different industries, meaning that a lot of the demand comes to them. That all explains why their operating margins are higher compared to WIRE’s while their gross margins are very similar. Look at FSIN as another example… their operating margins are much higher than LIWA’s and stand at about 18%. Does it mean that they are a fraud and LIWA is real just because they have higher margins? No, each one of these companies has their own specifics in demand, distribution, manufacturing, etc.
The asset argument is dumb and is designed to simply scare people. Plenty of people have visited LIWA’s facility and saw that assets were there. Their total capacity was verified by multiple parties, so we know that LIWA can sell as much as they are claiming using those assets. Their scrap copper purchases and copper sales (as well as customer checks) were reconciled by China 360, alone with their domestic filings which matched SEC filings. In addition, their cash levels were verified and daily cash activity compared with invoices from customers/to suppliers by John Lees Associates, so we know the assets are there, they can produce as much capacity as company claims and they have been producing and selling it and generating cash from those sales. So what exactly is the point shorts are trying to make other then try to scare people? I would challenge them to address China 360 and JLA’s filings directly if they think something was not done right during the process, not just pretend that those reports were never published and continue raising the same open ended questions.