#8

Continental Fuels: The Most Overvalued Penny Stock I Have Ever Seen

Wondering when someone would answer my same questions .... just thought it s/b the SEC or some Atty rather than a shorty ....

Congrats on your profiteering ahead of insider dumping! Just wondering how this thing ever got as high as it did ( I think they started with a reverse split then to hype it did a 2 fer or better) allowing insiders to "do as they wanted" via convertible notes and multiple exchanges paper as well as real assets. A remarkable job of creating mass confusion enabling some to cash out while the sellers of assets and late investors got left holding the bag .... truely a bunch of professionals that will no doubt pull the same thing at UPDA and HTOG/HOCA.F .... time to short HTOG ($.04) since not much left at UPDA now either????

Investing in the Marcellus Shale

Norway .... they sold their US assets, probably toinvest in Brasil

www.rigzone.com/news/a...

Partial Spinoffs: The Progeny Beat the Parents

When does the lockup come off for each stock in your article and when that happens, would you go long the parent and short the spinoff?

China Water & Drinks: Getting Diluted

Edit: See that your $.07 was for 6 mos not full year and you estimated 07' earnings at $0.14 vs company estimate of $0.18 .... none the less the anticipated growth does exceed your rosiest of scenarios and the current p/e is 35 and looking out to 08' the current p/e is 21.

China Water & Drinks: Getting Diluted

Better check your math ..... From Q2 EARNINGS REPORT:

Revenue/earnings growth is dependent upon acquisitions and dilution at this early stage but given the dilution the growth will be relevant with revs in 1st half 07' of $18.7 million and 2nd half projected to be $50 million and net income of $5.6 million (1st half) vs $13.4 million .... that's about 250-275% growth from one half to the next! Outstanding shares have grown from 20 to 94 million or about 375% .... you're right about the dilution being greater than the rev/inc growth but given time to consolidate operations the earnings should improve with efficiency ....

>> For full year 2007, the Company expects revenues of approximately $68.0 million, net income of $19.0 million, and earnings per diluted share of $0.18. For 2008, the Company expects revenues to be about $105.0 million, net income of approximately $30.0 million and earnings per diluted share of $0.30. <<

They are projecting fully diluted earnings for 07' of $0.18 vs your estimate of $0.07 and 08' earnings of $0.30 for 65-70% YOY earnings growth ..... based on 08' earnings of $0.30 at 70% growth (with no add'l acq or dilution) one could project a share price of $21 which is quite a discount to the closing price of $6.20 today .... Odd, No?

China Water & Drinks: Getting Diluted

Better check your math ..... From Q2 EARNINGS REPORT:

Revenue/earnings growth is dependent upon acquisitions and dilution at this early stage but given the dilution the growth will be relevant with revs in 1st half 07' of $18.7 million and 2nd half projected to be $50 million and net income of $5.6 million (1st half) vs $13.4 million .... that's about 250-275% growth from one half to the next! Outstanding shares have grown from 20 to 94 million or about 375% .... you're right about the dilution being greater than the rev/inc growth but given time to consolidate operations the earnings should improve with efficiency ....

>> For full year 2007, the Company expects revenues of approximately $68.0 million, net income of $19.0 million, and earnings per diluted share of $0.18. For 2008, the Company expects revenues to be about $105.0 million, net income of approximately $30.0 million and earnings per diluted share of $0.30. <<

They are projecting fully diluted earnings for 07' of $0.18 vs your estimate of $0.07 and 08' earnings of $0.30 for 65-70% YOY earnings growth ..... based on 08' earnings of $0.30 at 70% growth (with no add'l acq or dilution) one could project a share price of $21 which is quite a discount to the closing price of $6.20 today .... Odd, No?