balabanovj

Nine Top China Plays

Regarding LTUS, I do regard them as quite speculative and they are really taking some big chances on these future deals, however, if they succeed and get their in-house IV fluids plant off the ground in 2013, they will be a major player in that market, instantly! China imports 92% of their IVF's, so this market is absolutely wide open. This will double, if not triple Lotus' revenue in the first year. As for margins, I have no answers, although I would expect the IVF market margins to be quite good and with the plant being in Inner Mongolia, overhead and other costs will be minimal. At about 0.20/share, this company is certainly worth the risk.

JBB