Shareholders Unite's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/191022/comments http://seekingalpha.com/article/193567/comments?source=feed#comment-940607 940607 Tue, 16 Mar 2010 23:37:51 -0400 http://seekingalpha.com/article/193567/comments?source=feed#comment-938810 938810
What you argue implies that after a revaluation of the renminbi, the prices of end products in China will be lowered immediately (and thereby reducing margins on already existing inventories). And even then will this be offset in time by cheaper raw materials.

If prices of end-product don't change in renminbi after a revaluation, the net benefit for Fuqi is undisputed.]]> Mon, 15 Mar 2010 20:37:46 -0400
What you argue implies that after a revaluation of the renminbi, the prices of end products in China will be lowered immediately (and thereby reducing margins on already existing inventories). And even then will this be offset in time by cheaper raw materials.

If prices of end-product don't change in renminbi after a revaluation, the net benefit for Fuqi is undisputed.]]> http://seekingalpha.com/instablog/191022-shareholders-unite/58615-fuqi-international-fuqi-will-likely-receive-substantial-earnings-upgrades?source=feed#comment-938473 938473
Inventories of precious metals and stones, especially when selling finished product in yuan, seems quite reassuring to us..]]> Mon, 15 Mar 2010 16:04:38 -0400
Inventories of precious metals and stones, especially when selling finished product in yuan, seems quite reassuring to us..]]> http://seekingalpha.com/article/193567/comments?source=feed#comment-937872 937872
Tyler, yes, retail sales are really gearing up and we can't see how Fuqi is not going to earn more than last year. We think a 20% upwards earning revision is likely at the minimum, getting us to $2.75-$3 per share for 2010, in which case the valuation makes even less sense. ]]> Mon, 15 Mar 2010 10:30:56 -0400
Tyler, yes, retail sales are really gearing up and we can't see how Fuqi is not going to earn more than last year. We think a 20% upwards earning revision is likely at the minimum, getting us to $2.75-$3 per share for 2010, in which case the valuation makes even less sense. ]]> http://seekingalpha.com/instablog/191022-shareholders-unite/58615-fuqi-international-fuqi-will-likely-receive-substantial-earnings-upgrades?source=feed#comment-936807 936807
What do you mean by point 4) proxy to govt?

Mark, yes a coincidence. Or perhaps not. Earnings are near and we think an (probably substantial) upgrade is likely. Given the already depressed price and large short count, a significantly higher price seems a very likely outcome. If we can see that, so can others, like you. It doesn't seem rocket science to us..

Why is it "sad" to see it's "primed for short squeezing?"]]> Sun, 14 Mar 2010 13:47:33 -0400
What do you mean by point 4) proxy to govt?

Mark, yes a coincidence. Or perhaps not. Earnings are near and we think an (probably substantial) upgrade is likely. Given the already depressed price and large short count, a significantly higher price seems a very likely outcome. If we can see that, so can others, like you. It doesn't seem rocket science to us..

Why is it "sad" to see it's "primed for short squeezing?"]]> http://seekingalpha.com/article/190111/comments?source=feed#comment-909466 909466 seekingalpha.com/insta...]]> Tue, 23 Feb 2010 09:28:13 -0500 seekingalpha.com/insta...]]> http://seekingalpha.com/article/185477/comments?source=feed#comment-874623 874623 IOC). The "analysis" on which some people say the don't have what they (and two independent resource evaluations) claim they have comes from two ex-cons and can't stand the day of light:
seekingalpha.com/artic...
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Morgan Stanley has a $115 price target and Nataxis Bleichroeder a $98 target, these reports are available here:
seekingalpha.com/insta...]]> Sat, 30 Jan 2010 09:34:22 -0500 IOC). The "analysis" on which some people say the don't have what they (and two independent resource evaluations) claim they have comes from two ex-cons and can't stand the day of light:
seekingalpha.com/artic...
seekingalpha.com/insta...
seekingalpha.com/insta...

Morgan Stanley has a $115 price target and Nataxis Bleichroeder a $98 target, these reports are available here:
seekingalpha.com/insta...]]> http://seekingalpha.com/article/183066/comments?source=feed#comment-858974 858974 seekingalpha.com/artic...]]> Tue, 19 Jan 2010 22:21:43 -0500 seekingalpha.com/artic...]]> http://seekingalpha.com/article/179877/comments?source=feed#comment-842608 842608 www.thetruthaboutmarke.../]]> Sat, 09 Jan 2010 20:18:14 -0500 www.thetruthaboutmarke.../]]> http://seekingalpha.com/article/178358/comments?source=feed#comment-817635 817635
Well, there are a couple of answers to that:
1) Expanding business cost money. While you are right in priciple, we can't say these figures are of such a magnitude as to be overly worrying. We also think it's at least partly the result of the rise in the gold price.
2) Their balance sheet really has ample room for deterioriation. They sit on a lot of cash and have very low debt levels.
3) The shares are too cheap even for the grimmest of readings of your concerns
4) They are shifting to higher margin (retail, and dare we say ODM) business. The jury is still out on how successful they will be on that, but we don't think any success is priced in, and that's putting it mildly. ]]> Tue, 22 Dec 2009 16:03:27 -0500
Well, there are a couple of answers to that:
1) Expanding business cost money. While you are right in priciple, we can't say these figures are of such a magnitude as to be overly worrying. We also think it's at least partly the result of the rise in the gold price.
2) Their balance sheet really has ample room for deterioriation. They sit on a lot of cash and have very low debt levels.
3) The shares are too cheap even for the grimmest of readings of your concerns
4) They are shifting to higher margin (retail, and dare we say ODM) business. The jury is still out on how successful they will be on that, but we don't think any success is priced in, and that's putting it mildly. ]]> http://seekingalpha.com/article/178732/comments?source=feed#comment-811300 811300 Thu, 17 Dec 2009 18:22:20 -0500 http://seekingalpha.com/article/178732/comments?source=feed#comment-811221 811221 seekingalpha.com/artic...
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www.theglobalist.com/s...]]> Fri, 27 Nov 2009 10:24:22 -0500 www.prospectmagazine.c.../
www.theglobalist.com/s...]]> http://seekingalpha.com/article/163929/comments?source=feed#comment-696360 696360 Hint: A main issue is the (rather significant) difference between GAAP and non-GAAP earnings, which has to do with two outstanding notes, but these have recently been replaced by two new ones (from the same company though)..]]> Tue, 29 Sep 2009 22:39:19 -0400 Hint: A main issue is the (rather significant) difference between GAAP and non-GAAP earnings, which has to do with two outstanding notes, but these have recently been replaced by two new ones (from the same company though)..]]> http://seekingalpha.com/article/148602/comments?source=feed#comment-590412 590412 Thu, 16 Jul 2009 10:29:38 -0400 http://seekingalpha.com/article/146390/comments?source=feed#comment-570871 570871 Wed, 01 Jul 2009 20:14:54 -0400 http://seekingalpha.com/article/144582/comments?source=feed#comment-558922 558922
Otherwise a good article though.]]> Tue, 23 Jun 2009 10:35:33 -0400
Otherwise a good article though.]]> http://seekingalpha.com/article/142093/comments?source=feed#comment-540869 540869 Stocks fall after weak auction of 10-year notes
finance.yahoo.com/news...=]]> Wed, 10 Jun 2009 13:53:21 -0400 Stocks fall after weak auction of 10-year notes
finance.yahoo.com/news...=]]> http://seekingalpha.com/article/140431/comments?source=feed#comment-526850 526850 Mon, 01 Jun 2009 14:29:35 -0400 http://seekingalpha.com/article/140431/comments?source=feed#comment-525935 525935 Mon, 01 Jun 2009 00:51:36 -0400 http://seekingalpha.com/article/139454/comments?source=feed#comment-518464 518464 seekingalpha.com/artic...
shareholdersunite.com/.../]]> Tue, 26 May 2009 16:04:57 -0400 seekingalpha.com/artic...
shareholdersunite.com/.../]]> http://seekingalpha.com/article/138401/comments?source=feed#comment-510504 510504
seekingalpha.com/artic...]]> Tue, 19 May 2009 19:56:41 -0400
seekingalpha.com/artic...]]> http://seekingalpha.com/article/138153/comments?source=feed#comment-509073 509073 1) Was there anything in the article that is not correct?
2) I post a selection of message board post with the highest ratings. I think Den used a metaphor there, I do not support, or even condone violence.
3) You made the reason why I prefer to stay anonymous abundantly clear yourself here (For those not in the know, I'm "STPIOC"):
messages.finance.yahoo... ]]> Mon, 18 May 2009 22:52:10 -0400 1) Was there anything in the article that is not correct?
2) I post a selection of message board post with the highest ratings. I think Den used a metaphor there, I do not support, or even condone violence.
3) You made the reason why I prefer to stay anonymous abundantly clear yourself here (For those not in the know, I'm "STPIOC"):
messages.finance.yahoo... ]]> http://seekingalpha.com/article/138153/comments?source=feed#comment-508236 508236
Timco, we don't know (never heard of John Thomas), but if so, his clients must be quite satisfied by now..]]> Mon, 18 May 2009 11:12:09 -0400
Timco, we don't know (never heard of John Thomas), but if so, his clients must be quite satisfied by now..]]> http://seekingalpha.com/article/138153/comments?source=feed#comment-508079 508079
But just in case you didn't know, here is the difference explained:
shareholdersunite.com/.../]]> Mon, 18 May 2009 09:32:02 -0400
But just in case you didn't know, here is the difference explained:
shareholdersunite.com/.../]]>