esther heyman

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  • Harvard Isn't Divesting From Israel  [View article]


    The largest holding in Harvard's 13-F is a China ETF. Since China has the world's second largest economy, it can hardly be described as an "emerging market".
    Aug 16, 2010. 02:14 PM | 3 Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    If the embezzling can be proven, yes.

    I sold at $5 when it was announced on the conference call that Liu wasn't present.

    Don't like that at all.

    Also, the chart has formed a large flat bottom triangle, which is a negative continuation pattern.

    I'm now in "wait and see" mode.
    Aug 16, 2010. 10:53 AM | Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    Seasaw,

    When the stock was at elevated levels, was there torrential insider selling? That is the telltale sign of fraud...there is no other reason to goose the stock price under false pretenses. Enron executives artificially inflated the stock price and then SOLD AT HIGH PRICES. Any evidence or similar behavior at ONP?

    Absent that factor, your argument is that ONP execs know the company is fraudulent yet continue to hold their shares on the way to zero.

    Improbable.

    Pump and dump doesn't work without the "dump" component.

    So where did the dumping occur? Did Muddy Waters document insider dumping?

    Or did Muddy Waters just short and distort?
    Aug 16, 2010. 08:49 AM | Likes Like |Link to Comment
  • Taking Another Look at Orient Paper's Innocence  [View article]
    Roth's ONP analyst was Mark Tobin, who says they're deferring to Deloitte. Deloitte's audit will be make-or-break, but since Deloitte has reviewed the earnings report to be released 8/16 the ultimate outcome of this controversy will be evident on Monday.

    If ONP does not revise earnings substantially lower on 8/16, it means Deloitte has yet to find any of the alleged fraud. The ideal scenario would be for earnings to meet expectations and for the stock to open basically unchanged, which would provide a great opportunity to buy ONP shares with high confidence that Deloitte will ultimately be issuing a clean bill of health.
    Aug 13, 2010. 03:48 PM | Likes Like |Link to Comment
  • Taking Another Look at Orient Paper's Innocence  [View article]
    The earnings will be released prior to the American market opening on Monday.

    Deloitte has reviewed those earnings.

    The debate ends in three days.
    Aug 13, 2010. 03:21 PM | 1 Like Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    Chinese Company Analyst: "That's right, at some point I will be answering to the feds."

    I can almost hear you now: "I assert my Fifth Amendment privilege against self-incrimination..."
    Aug 11, 2010. 03:25 PM | Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    "There is so much more, but everything that is posted by MW and the rest of the shorts can be disputed..."

    But the relevant point is that Muddy Waters no longer has anything posted. I am still awaiting an explanation. Why did Block and Regan purge their site of all ONP material? Trying to save bandwidth? The site is now virtually empty.

    Here is my explanation: their hustle is about to be exposed by the audit, so they have cashed in their shorts and gotten of Dodge.
    Aug 11, 2010. 01:54 PM | Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    It is remarkable how many of these short-siders have the same writing style and use the identical phrases. If one were cynical, one might assume that they are all the same person.
    Aug 11, 2010. 01:48 PM | Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    "If you don't respond properly, I will take it as that you made up these PDF files and request the Chief Editor and SeekingAlpha to remove your current article, as well as your previous articles, and terminate your account."

    This is a worthwhile site, but in this instance there has been a dereliction of vigilance. The unsubstantiated charges against ONP cannot be documented, as verified by the fact that we are weeks into this contrived controversy and still awaiting tangible evidence of wrongdoing by Orient Paper.

    It's a little late in the game to start demanding proof. The damage has been done, the perpetrators have cleansed their site of references to "the matter", and many ONP shareholders have been financially compromised.

    Chinese Company Analyst will not comply with your request, but he will be answering to the feds.
    Aug 11, 2010. 10:17 AM | 1 Like Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    "John Bird AKA Waldo Mushman AKA chinesecompanyanalyst AKA birdman"

    When I contacted the SEC, I requested that they correlate the IP addresses of those who have libeled ONP for profit. I was told that is standard operating procedure and that they definitely intend to do so, both with regard to this site and Yahoo message boards. ONP CFO Winston Yen also mentioned that Orient Paper is likely to seek civil redress that will include subpoenaing the records of Internet Service Providers.

    Of course, if there has been no wrongdoing the posters have absolutely nothing about which to worry.
    Aug 11, 2010. 08:42 AM | Likes Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    It is amusing that despite Muddy Waters having removed the original allegations from its site, the other hucksters continue to perpetrate the con job. The jig is up, boys. Continuing to confuse subsidiaries with unrelated firms or fantasizing about shell companies isn't going to change the audit results.

    There was a compelling point made earlier in the thread: no resignations have occurred at ONP. Unlike Enron and other scams, there is nary a rat seeking to leave the sinking ship.

    Why?

    The ship is not sinking. The allegations lack any substance. Not a single executive fears being connected with the fraud at ONP because there is no fraud at ONP.

    Soon enough, the audit will be released, the debate will end, and the smear artists will disappear.

    But not for long. There is always another short-selling scam to be conducted against the gullible shareholders of another innocent company.

    And it is so easy to change screen names. Maybe next time, the charge can be led by someone posing as Brazilian Company Analyst. Or Turkish Company Analyst. Or Zimbabwean Company Analyst. Or...
    Aug 11, 2010. 06:44 AM | 1 Like Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    I contend that all the seasaws are fake, as this short campaign has consisted entirely of deception. Muddy Waters has scrubbed its site of ONP information. What possible reason could a one report company have for flushing its one report?

    Block and Regan hear footsteps, the kind of footsteps that stock manipulators hear just before the prison cell door slams shut.
    Aug 10, 2010. 09:17 PM | 1 Like Like |Link to Comment
  • Orient Paper's Top Supplier: An Empty Shell Owned by ONP's CEO  [View article]
    Having shorted and distorted ONP, Muddy Waters is heading for the hills:

    "Research
    Muddy Waters, LLC Moving On

    Barring any unforeseen events, Muddy Waters, LLC is “moving on” from our work on ONP. We are focusing on confidential contract research for institutional investors, and on advising investment committees on their China investments.

    Although more could be written on ONP, we do not expect to publish additional research on it (barring any unforeseen circumstances). Given that the internal investigation is underway and other researchers are now focused on ONP, Muddy Waters’ resources are best directed elsewhere.

    For institutional investors interested in our research and advisory services, please contact us at:

    Email: info@muddywatersresear...
    Telephone: +852 3757 7702"

    muddywatersresearch.co.../

    All "research" about ONP has been removed from the site as Block and Regan seek to avoid prosecution for securities fraud. Soon, the audit will be public and the shorts will be toast.
    Aug 10, 2010. 05:45 PM | 1 Like Like |Link to Comment
  • Muddy Waters Requires a Leap of Faith they don’t Deserve  [View instapost]
    post script

    The mendacious seasaw is now on yahoo message boards promoting the long side of ONP. He is enthusiastically bullish:

    Buying 100,000+ shares tomorrow 9-Aug-10 06:15 pm
    before ONP's incredibly good earning release. FYI, used to be short, now long because I've come to realize there's no way ONP can go down lower than it has already.

    seasaw6496

    messages.finance.yahoo...

    And Muddy Waters? Well, having done their damage to ONP they are moving on to their next con job:

    Research

    Muddy Waters, LLC Moving On

    Barring any unforeseen events, Muddy Waters, LLC is “moving on” from our work on ONP. We are focusing on confidential contract research for institutional investors, and on advising investment committees on their China investments.

    Although more could be written on ONP, we do not expect to publish additional research on it (barring any unforeseen circumstances). Given that the internal investigation is underway and other researchers are now focused on ONP, Muddy Waters’ resources are best directed elsewhere.

    For institutional investors interested in our research and advisory services, please contact us at:

    Email: info@muddywatersresear...
    Telephone: +852 3757 7702

    muddywatersresearch.co.../
    Aug 10, 2010. 04:25 PM | Likes Like |Link to Comment
  • Muddy Waters Requires a Leap of Faith they don’t Deserve  [View instapost]
    Thank you for the continuing condescension and endless ad hominem diatribes. Using them as substitutes for logic and reason represent your tacit admission of defeat .

    When your due diligence belatedly produces one fact that proves ONP malfeasance, please be kind enough to share it.
    Aug 5, 2010. 07:36 AM | 1 Like Like |Link to Comment
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