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  • Sino Agro Food: Profiting From The Growth Of Food Demand In China [View article]
    when you invest in this space, there are only 2 things that really count: legitimacy and big durable growth. Both requires deep DD before a valid answer can be reached. Donot take it from anybody else. Because you will come back with more questions. JMO
    Dec 12 11:30 AM | 1 Like Like |Link to Comment
  • Sino Agro Food: Profiting From The Growth Of Food Demand In China [View article]
    Dutch Trader: I have read most (if not all) your SA articles on chinese companies in the past. Would be great to see you write about SIAF, a real gem imo. The two most interesting near term operational catalysts (besides up- and crosslisting) are:

    1) the opening of the abattoir and meat-processing facilities at the San Jiang cattle/sheep farm in a few weeks that will quadruple that sub's revenue from 50M this year to 200M next year and will likely increase the valuation of the mother company from 0.6 currently to a double digit P/E based on a pre IPO valuation performed by an independent appraiser

    2) a mega prawn farm with an annual production of over 300,000 MT (compared to 1,000 to max 2,000 MT of its current prawn and fish farms). If that farm reaches only half production capacity in 4-5 years and only owned 50% by SIAF by then, we are looking at an eps of about $3.6 alone from that farm. Plus earnings generated from its many other profit centers (16+ currently all growing at 40- 50% average annual pace). Talk about a real growth company that's also paying a good dividend.
    Dec 12 10:51 AM | 3 Likes Like |Link to Comment
  • Kandi Technologies' Visionary Urban Transport Model [View article]
    thanks for the correction, Art. Anyway, it seems that Mr Hu would not
    mind paying a small usage fee to the JV to have thousands of JNJs produced at Changxing's fully automated production lines and keep 100% of sales proceeds for KNDI as long as the asset transfer to the JV has not been finalized, right? What surprised me is to see that he is using Jinhua to produce the Panda EV for the JV. He's the guy who calls the shots at both plants, so why not?
    Oct 16 09:55 PM | Likes Like |Link to Comment
  • Kandi Technologies' Visionary Urban Transport Model [View article]
    Wangxi: I think things are currently pretty fluid b/w Kandi and the JV. Officially the JV is not even fully operational b/c Geely has not yet done its share of transferring $80m asset in to the JV in order to seal the deal. So, although Kandi has already dedicated its Changxing plant to the JV, Kandi still has a right to use the plant to produce the JNJs and sell them as their own cars to ZZY, or maybe just pay a small usage fee to the JV. Onace the JV is in business (b/c Geely has fulfilled its financial duties) then the JV profit will be split 50/50 as you said. Remember that Mr Hu is also the general manager of the JV. Conversely he can use his own Jinhua plant to produce the JL7001 (Panda EV) and maybe charge the JV a certain usage fee. But it makes sense to dedicate all production lines at Changxing to the JNJs for now b/c of the much higher demand for the JNJ vs the JL7001.not only b/c of its lower price and also b/c of the higher subsidy the JNJ gets based on its larger range (>150km). As to your second question, Kandi has 10 MIIT approved cars (the JV has only one which is the JL7001) that it can sell to any provinces outside Zheijiang. The best seller (for both the carshare and long-lease program) is again the 2-door JNJ which will cost the buyer only about $3000 before local subsidies that may be another $500 at least.
    Oct 15 09:21 PM | 3 Likes Like |Link to Comment
  • Kandi Technologies' Visionary Urban Transport Model [View article]
    Excellent article. One of the pics in your article shows a 4-door Panda EV if I am not mistaken. Is it available for rent already?
    Oct 15 09:45 AM | 3 Likes Like |Link to Comment
  • China Ceramics Factory Visit Shows Business Is Fundamentally Sound Despite Weak First Half Sales [View article]
    so far this year two China companies have TMK successfully IPO'ed in the US, LITB and CCCR. SIAF is applying for a listing on Nasdaq, not sure if it will be approved.
    Oct 11 08:37 AM | Likes Like |Link to Comment
  • China Ceramics Factory Visit Shows Business Is Fundamentally Sound Despite Weak First Half Sales [View article]
    The best China play? I can see the prospects of CCCL b/c my wife and me have both owned it for years. I have also researched and owned a multitude of other China small caps before almost completely exiting this space a few years ago after the debacles of CCME , PUDA, LPH and alike. To me, the "best" China play currently must meet these two top criteria: a) being a safe and fraudfree play with respect to corporate structure, conduct of business, sector with strong PRC support and protection from domestic and foreign competition; and b) offering an exceptional explosive growth potential in the next 1-10 years. "Explosive" means a potential 50- to 100-bagger to make it worthwhile forr me to stay in this space. Currently I know of only two China smallcap names that meet that definition: KNDI and SIAF. I am fully aware that even these two may turn out to fool me.
    Oct 10 05:00 PM | 1 Like Like |Link to Comment
  • The Long/Short Battle For Hill “KNDI” Has Become A War [View instapost]
    Thanks for providing startling stats. Any observations on how options were used by shorts shortly before publication of a hit piece?
    Oct 9 08:49 AM | Likes Like |Link to Comment
  • Does Kandi Hold China's Solution To An Impending Consumer Mobility Crisis? [View article]
    Sincere thanks for a very informative article, Art. You stated:
    "The EVs for the CarShare program are being sold by KNDI with the approximate $4000US battery included, whereas the Hangzhou lease program cars are sold without the battery".
    So what will the 2-door EVs sell for in these cases? I suppose the buyer gets a subsidy of 35,000 RMB although the car if equipped with 4 batteries would qualify for the higher subsidy of 50,000 RMB, is it correct?
    Oct 8 04:48 PM | Likes Like |Link to Comment
  • Kandi Technologies: If You Don't Like The Message, Attack The Messenger [View article]
    Art, what made you decide to invest in KNDI as early as 2008 when practically nobody knew about them as an EV producer? I believe their first EV Coco was introduced in 2009 with consumer sales starting in China in 2010. Just wondering how you knew about this company that early in the game.
    Oct 2 07:21 PM | Likes Like |Link to Comment
  • Kandi Technologies: As China Goes, So Goes Kandi [View article]
    In 2012 they actually sold 3915 EV's acc. to the 10k, an increase of 263%:

    >>For the fiscal year 2012, the revenues from our Super-mini car increased by $12,781,419 or 204.4% from $6,253,517 in year 2011 to $19,034,936 in year 2012, which was attributable to the significant increase in unit sales of 263.5% from 1,077 units in year 2011 to 3,915 units in year 2012<<.
    Sep 27 10:05 AM | Likes Like |Link to Comment
  • Kandi Technologies: Is Kandi's Short Seller A Dead Man Walking? [View article]
    With the subsidy news having finally been published, the short will be digging his graveyard deeper and deeper trying to naked short this stock to below $5 until option expiration day this Friday. Very soon the dead man will not be walking any more , he will be neatly 6 ft under.
    Sep 17 12:35 PM | 6 Likes Like |Link to Comment
  • Was Tesla's Recent Stock Action The Cause Of Kandi Technologies High Volume Run-Up? [View article]
    yes, the approaching KNDI train is flashing its headlights and tooting its horn. In a few weeks when the PRC subsidy program has been announced, it will have rumbled past the crossroad where all other traffic stops and waits. The analogy used by Perry Coleman in his SA article is now truer than ever.
    Jun 7 08:30 AM | 3 Likes Like |Link to Comment
  • The Global Economic Outlook: A Direct Path To Chinese Equities [View article]
    Add SIAF in your list of companies to focus on that may bring extraordinary returns in the next 2-5 years. Although currently trading on OTCBB, it is seeking a dual listing on the swedish FirstNorth exchange as a stepping stone for uplisting to an US as well as a swedish senior exchange later next year. An easy 10 bagger in the next 18 months imo.
    Oct 22 10:04 AM | Likes Like |Link to Comment
  • China plans to subsidize the development of pure-electric and plug-in hybrid vehicles in the nation to reduce the nation's dependence on oil and cut emissions. The State Council's public goal of seeing 5M alternative-energy vehicles produced by 2020, blows away previous estimates and sets the prize high for a company able to knock out a technological breakthrough in the industry. EV-related plays include F,GM, TSLA, NSANY.OB, AVAV, ECTY, GACR.PK, KNDI, HMC, JCI, NRG, ZAAP.OB, VLKAY, and AONE.  [View news story]
    add to that the smart-parking vertical garage concept also introduced by KNDI and you have a complete EV recipe for China's crowded cities.
    Jul 10 02:36 PM | 3 Likes Like |Link to Comment