D7

China Green Agriculture: A Green Pearl?

Let me think here. I got 3 thumbs down for my comments on July 3 regarding redeploying my CGA investment to CAGC. You guys keep red thumbing and I'll keep making more than double the returns (and counting) I'd have made with CGA. CGA looks to have appreciated 60% while CAGC is 140% andf counting.

BTW, as of latest 10Q management has lowered the A/R cycle from 1 year to 6 months.

Do I hear more red thumbs?


On Jul 31 12:56 AM D7 wrote:

> CGA is overdone. Explain to me exactly what makes CGA's management
> worthy of a p/e of 18 while CAGC.OB has done effectively the same
> thing and has *considerably* better fundamentals. Look out! CAGC.OB
> is working a 4:1 reverse stock split and looking to uplist.
>
> I've heard talk of CGA's execution. Phooey. They had a small liquid
> fertilizer outfit, sold a bunch of stock at higher prices, built
> a factory and are now ***planning*** (note this hasn't happened yet)
> to sell it.
>
> It has also been said that they are clever. They sell the plants
> that they grow while testing their products. They're so good at this,
> in fact, that they just dilluted my (former) stock holdings by $25M.

China ADRs: Even Better Than the Real Thing

Heck of a marketing pitch for companies like CHFI.OB

China Green Agriculture: A Green Pearl?

Just for the record, I hear what you are saying. Management has stated that they plan to get AR under control in the second half of 09. I think the worldwide financial crisis has given them a wakeup call and will make them more focused on this issue and the debtors more understanding (albeit not entirely happy) about lowering them. This is at least my take on the issue with a CAGC p/e of 5.7 and a CGA p/e of 19.1. Both have substantial new revenue streams coming in the next year. CAGC is reverse splitting, planning to uplist, will have considerably higher revenues next year, and may acquire a company or two. This, while not solving the AR problem, will make it look less significant as the compani will have higher revenues and balance sheet as well as (hopefully) a higher stock price. Again...at 5.7 p/e who am I to argue with them?

China Green Agriculture: A Green Pearl?

CGA is overdone. Explain to me exactly what makes CGA's management worthy of a p/e of 18 while CAGC.OB has done effectively the same thing and has *considerably* better fundamentals. Look out! CAGC.OB is working a 4:1 reverse stock split and looking to uplist.

I've heard talk of CGA's execution. Phooey. They had a small liquid fertilizer outfit, sold a bunch of stock at higher prices, built a factory and are now ***planning*** (note this hasn't happened yet) to sell it.

It has also been said that they are clever. They sell the plants that they grow while testing their products. They're so good at this, in fact, that they just dilluted my (former) stock holdings by $25M.

China's Stock Market Bubble Inflating

A bubble is something that is easily popped. This looks more like the containment structure of a nuclear reactor to my eyes. I've been reading Chinese balance sheets almost exclusively for around 8 months now. Everytime I look at a US listed balance sheet I cringe. We'll need some good ole hyperinflation to make those balance sheets look good again.

Duoyuan Global Water IPO Analysis: A Pure Play on Chinese Growth

Jayminho, I'd keep your belligerence to out trading the guy on the other side of the table. So far as invading Brazil for the water (shake head). Are you perhaps diabetic on dialysis? Perhaps a bit wet on the brain? Really though, invading another country for the water sounds ludicrous!

Want to Protect the Dollar? Move to China

I see you are proactive and using symbol to illuminate your thesis. I agree wholeheartedly that the "ollar" will fall in the coming decade. I think I would have taken a bit more off, perhaps calling it the "llar."