microman

Bullish on Chinese Microcaps

Amen opica. And EID, why would we want one more analyst in the already-crowded listed ranks? Little value-added there. Folks that provide good ideas in the .OB and sometimes .PK markets are serving a much needed niche.

Bullish on Chinese Microcaps

Wow, you commenters sure find it easier to bash than to go out on a limb on a public forum and post some ideas. The amount of DD presented here is perfect for tickling our brains to see if further DD is warranted. No need for a 10-page research summary for a message board.

In addition to the stocks mentioned by the author, all of which I'm familiar with, I would also add a few more to the mix: CYXI.OB and CHBU.OB.

Of course these also have the "Chinese Fraud Discount", but are worth a look for speculators.

The Long Case for General Steel Holdings

Nice article and analysis on GSI. I would append to the article by noting that there are several more interesting Chinese steel companies that trade on US exchanges, albeit the OTCBB. These are SUOT.OB, PUDC.OB, and TNRO.OB. Of these three, SUOT seems to be the most deeply discounted based on EPS and growth rate.