Tom Santamaria's Comments Tom Santamaria's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/59716/comments CKGT 3rd Quarter: China warms up to Cactus http://seekingalpha.com/instablog/517138-tnzalu/37268-ckgt-3rd-quarter-china-warms-up-to-cactus?source=feed#comment-777689 777689
They also plan to broaden their distribution to all of China & other Asian countries.

They hadn't released any new products since 2008 when cattle feed & fish feed were introduced but starting in the 4th qtr a number of new products will be introduced all with higher margins than the products released before 2008]]>
Wed, 25 Nov 2009 16:12:37 -0500
They also plan to broaden their distribution to all of China & other Asian countries.

They hadn't released any new products since 2008 when cattle feed & fish feed were introduced but starting in the 4th qtr a number of new products will be introduced all with higher margins than the products released before 2008]]>
Betting Big on Small Cap China http://seekingalpha.com/article/174805-betting-big-on-small-cap-china?source=feed#comment-773132 773132
This additional capacity scheduled to be ready sometime in the 1st half of 2010 has been funded from cashflow. About $1.5m of cashflow had been used to fund this new capacity according to their just filed 3rd qtr report.

I am not sure if cashflow alone will provide enough money to complete this expanded capacity so I wouldn't rule out some financing needs.

Either way this additional capacity is mandated as a high priority as China has singled out cpqq's new transformers to upgrade China;s power grid.]]>
Mon, 23 Nov 2009 09:03:33 -0500
This additional capacity scheduled to be ready sometime in the 1st half of 2010 has been funded from cashflow. About $1.5m of cashflow had been used to fund this new capacity according to their just filed 3rd qtr report.

I am not sure if cashflow alone will provide enough money to complete this expanded capacity so I wouldn't rule out some financing needs.

Either way this additional capacity is mandated as a high priority as China has singled out cpqq's new transformers to upgrade China;s power grid.]]>
Equity Market Bears, Take Careful Note of the Chinese Stock Market http://seekingalpha.com/article/171922-equity-market-bears-take-careful-note-of-the-chinese-stock-market?source=feed#comment-750507 750507
The fundamentals support the charts above as the growth in China after a somewhat slower period while the rest of the World was mired in deep recession shows signs of finishing the year very strong.

How long this lasts depends somewhat on the future use of Chinas stimulous package and how the rest of the world recovers since export are still very important to China even though the increasing middle class is becoming a bigger part in supporting domestic growth.]]>
Sun, 08 Nov 2009 07:04:16 -0500
The fundamentals support the charts above as the growth in China after a somewhat slower period while the rest of the World was mired in deep recession shows signs of finishing the year very strong.

How long this lasts depends somewhat on the future use of Chinas stimulous package and how the rest of the world recovers since export are still very important to China even though the increasing middle class is becoming a bigger part in supporting domestic growth.]]>
The Next Big Names in China Up-Listings http://seekingalpha.com/article/162686-the-next-big-names-in-china-up-listings?source=feed#comment-686080 686080
Three that I have a core position in are,,,ckgt.ob ,csgh.ob and cpqq.ob
All three have a pps below $2 presently but by yearend I expect new product additions to improve their respective pps]]>
Tue, 22 Sep 2009 09:53:41 -0400
Three that I have a core position in are,,,ckgt.ob ,csgh.ob and cpqq.ob
All three have a pps below $2 presently but by yearend I expect new product additions to improve their respective pps]]>
Weikang Bio-Tech: Business Continues to Thrive http://seekingalpha.com/article/157416-weikang-bio-tech-business-continues-to-thrive?source=feed#comment-661883 661883 Fri, 04 Sep 2009 11:44:13 -0400 Western Lithium Stands to Profit from Electric Car Stimulus http://seekingalpha.com/article/156238-western-lithium-stands-to-profit-from-electric-car-stimulus?source=feed#comment-631597 631597 It is working with a number of battery producers to establish China as the number #1 Electric car producer in the World.

It is still only selling around 5x eps projected 2009 eps after a strong breakout type rally last week. Over the last couple of year the growth has already establish a exceptional trend even without output for electric cars and has a outstanding balance sheet.

I believe the time is ripe to buy this stock before it doubles to a more reasonable 10 x eps.]]>
Sun, 16 Aug 2009 09:48:39 -0400 It is working with a number of battery producers to establish China as the number #1 Electric car producer in the World.

It is still only selling around 5x eps projected 2009 eps after a strong breakout type rally last week. Over the last couple of year the growth has already establish a exceptional trend even without output for electric cars and has a outstanding balance sheet.

I believe the time is ripe to buy this stock before it doubles to a more reasonable 10 x eps.]]>
Lotus Receives Diabetes Drug Patent http://seekingalpha.com/article/152791-lotus-receives-diabetes-drug-patent?source=feed#comment-628212 628212 Thu, 13 Aug 2009 11:00:15 -0400 China Medicine: Expect a Big Quarter http://seekingalpha.com/article/155478-china-medicine-expect-a-big-quarter?source=feed#comment-626290 626290
In my opinion CHME is not only a good nearterm play but a great longterm play as well. With ADTZ and its nearly 90% gross margins coming into play I really do see a great longterm stock to own.]]>
Wed, 12 Aug 2009 08:39:39 -0400
In my opinion CHME is not only a good nearterm play but a great longterm play as well. With ADTZ and its nearly 90% gross margins coming into play I really do see a great longterm stock to own.]]>
China Medicine Investors Pleased with 2008 Numbers http://seekingalpha.com/article/128146-china-medicine-investors-pleased-with-2008-numbers?source=feed#comment-442253 442253
But enough about current information, What about the future? That future is ADTZ & plain & simple the potential of ADTZ far outstrips anything CHME has done in the past.]]>
Fri, 27 Mar 2009 09:58:04 -0400
But enough about current information, What about the future? That future is ADTZ & plain & simple the potential of ADTZ far outstrips anything CHME has done in the past.]]>
China Sun Group: The Cheapest Lithium Ion Stock Out There http://seekingalpha.com/article/93237-china-sun-group-the-cheapest-lithium-ion-stock-out-there?source=feed#comment-241796 241796
pappytom]]>
Fri, 29 Aug 2008 14:15:05 -0400
pappytom]]>
China 3C Group Finally Turns a Corner http://seekingalpha.com/article/86385-china-3c-group-finally-turns-a-corner?source=feed#comment-212237 212237
Well as 2008 preceeds it appears CHCG management was only being conservative in its forecasts.

Only one good acquisition could put CHCG back on its previous growth track & it now appears 2008 eps will beat 2007 eps by at least 10%.

The pps meanwhile is even after rallying of late is still well off it 52 week high.]]>
Wed, 23 Jul 2008 09:03:11 -0400
Well as 2008 preceeds it appears CHCG management was only being conservative in its forecasts.

Only one good acquisition could put CHCG back on its previous growth track & it now appears 2008 eps will beat 2007 eps by at least 10%.

The pps meanwhile is even after rallying of late is still well off it 52 week high.]]>
Universal Travel Gets Moving Online http://seekingalpha.com/article/74257-universal-travel-gets-moving-online?source=feed#comment-157914 157914
UTVG's current ability to outpace CTRP in percentage revenue & earnings growth should be tested somewhat this year as it expands its reach outside its stronghold of Macow, HongKong, Taiwan but I have confidence in managements ability & believe eventually UTVG will become at least #2 replacing E-long.]]>
Mon, 28 Apr 2008 10:01:25 -0400
UTVG's current ability to outpace CTRP in percentage revenue & earnings growth should be tested somewhat this year as it expands its reach outside its stronghold of Macow, HongKong, Taiwan but I have confidence in managements ability & believe eventually UTVG will become at least #2 replacing E-long.]]>
UTVG.OB Makes Impressive Gains Online http://seekingalpha.com/article/74046-utvg-ob-makes-impressive-gains-online?source=feed#comment-156757 156757
True like most Chinese reverse-mergers the need to preserve cash has led to them using stock based compensation to pay for the added expenses of becoming a public company.

When these shares are released from there holding period they have a negative effect on the pps of the stock involved. But once this is overcome the true performance that the company is able to achieve on a fundamental basis will again come shining thru.

I believe the added pressure of those shares coming to market are coming to a end & that UTVG will continue to deliver growth at a very fast pace thus making shares bought now at around 4x eps a absolute steal.]]>
Fri, 25 Apr 2008 15:11:36 -0400
True like most Chinese reverse-mergers the need to preserve cash has led to them using stock based compensation to pay for the added expenses of becoming a public company.

When these shares are released from there holding period they have a negative effect on the pps of the stock involved. But once this is overcome the true performance that the company is able to achieve on a fundamental basis will again come shining thru.

I believe the added pressure of those shares coming to market are coming to a end & that UTVG will continue to deliver growth at a very fast pace thus making shares bought now at around 4x eps a absolute steal.]]>
China Organic Agriculture: Sticking with Core Business or Branching Out? http://seekingalpha.com/article/68195-china-organic-agriculture-sticking-with-core-business-or-branching-out?source=feed#comment-128706 128706 Wed, 19 Mar 2008 08:31:34 -0400