Spartacus the Great

Another Crisis Looms Right Around the Corner

THE SKY IS FALLING!!!!!!!!!! (again)

Betting Big on Small Cap China

CKGT is where you outta be Cameron!

The Next Big Names in China Up-Listings

Rick- looks like PUDA coal struck gold today following their NYSE uplisting last week. The approval today to consolidate those coal mines with a total annual capacity of 3.6M tons completely transforms the company.

Unless my math is wrong...with coal in China at conservative $55/ton, that 3.6M ton annual capacity = $198M in revenue.


Conservative eps (since they made .92/share from coal washing alone in 2008) looks like $2/share here.

PE 8 = share price $16

Capitalizing on China's Stimulus Plan, Part I

Agree with the above poster that Puda Coal (PUDC.OB) looks very good here. I'm long PUDC.OB, GSI, SUTR, and CPSL, and believe they'll all outperform the market and the majority of China microcaps over the next few months.

Chinese Government Will Pay to Install 500MW of Solar Power

I've started buying CSOL (China Solar and Clean Energy).
They make solar powered water heaters.

A tiny company with a market cap of just under $6M, which is also it cash position and they have zero long term debt.

BV is $1.75/share and company trades under .40 here.

If you're a bottom fisher in China Solar companies, take a look at CSOL.

Three Compelling Chinese Stocks

I think CPSL (China Percision Steel) is a much more compelling buy presently than GSI. GSI has a mountain of debt and is highly leveraged with a current ratio of 1. CPSL on the other hand has no long term debt and a far healthier balance sheet, higher margins (by about 10%), and 35% capacity expansion coming this summer.

I own a small position in GSI which I am holding, but am adding to my CPSL shares on every pullback.

Have been long NEP since March also.

China’s Present Growth Built on Malinvestment

Thank you Dave Wrixon.

While others waste time and energy arguing about the validity of China's recovery, the FACTS show that it's well on track, and those who know better are buying China stocks- particularly industrial sector/metals right now. (GSI, CPSL, SUTR, PUDC, etc.)

People will be chasing these stocks in the weeks to come....that's when I'll be selling.

Coal: Capped and Spayed

why anyone would buy a US coal company right now (or wonder why they're underperforming the market) is beyond me.

I'd suggest CHGY or PUDC for emerging China coal companies that will double by the eoy.

Top 5 ETF Performers Relate to China and Commodities

I also like China's General Steel Holsings (GSI) here for reasons you've outlined in your article.

Better Listen What China Has to Say

I think all the economic indicators also point to China's GSI (General Steel Holdings) as an excellent buy under $5/share!

Tim Bond on China, Bonds and Interest Rates

Chinese price surge giving hope to global steel makers

steelguru.com/news/ind...

Long General Steel of China. NYSE: GSI

5 (More) Profitable Smallcaps Trading at a Fraction of Tangible Book Value

Here's another for you to look at.

CGDI.OB (China Growth Development Inc.)

Never heard of it?
You're not alone.

But here are the FACTS.
They are a commercial mall developer and operator of 6 malls (with 2 under major expansion) in the capital city of Taiyuan, Shanxi Province.
ttm eps .11/share (for a PE about 1.5 on today's close)
Real estate/commercial mall property holdings valued at $66M, or $1.89/share (fully diluted on 35m shares)
Book value = .79/share
Insiders restricted from any sales until May 2010.
Trading float about 3M
annual report due out by Wednesday...loking for eps of .10-.12 for the year.
PICS of their properties:
www.chinagrowthdevelop...


Filings:
yahoo.brand.edgar-onli...

They have no IR firm yet, their web site is a little underwhelming still.


BUT HERE'S THE REAL BEAUTY OF THIS COMPANY

Since CGDI gets it's rent paid in advance in many cases for their longer term leases, they don't have an accounts recievable issue. In fact, they have the exact opposite- they have non-current deferred revenue of $25,724,975 for the last reported quarter.

If you're unsure of how much of a beautiful thing that is, then Google "non-current deferred revenue" and read what it is, and how it is accounted for in future quarters.

Apple has it on their I-phones....and it's a huge positive for them, or ANY company that has a business model where they can bank non current deferred revenues.

Non-Current Deferred Revenue of over $25M in a penny stock with only 35M shares (or about .70/share of GUARANTEED future revenues) is something I've NEVER seen before.

CGDI is a .80-1.00 stock- EASILY based on the deferred revenue they're raking in, the $66M value of their properties, ($1.89/share) their history of revenue growth, and future property expansion.

Lotus Pharma Looks Greatly Underpriced

New website up at www.lotuspharma.com/

It's a big improvement from the ole one- in time for the annual report that will be releases soon.

I also like CYXN.OB here with a PE that rivals LTUS.

With all the yen China is pouring into healthcare access, I think these beaten down China pharma microcaps look good.