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thedivot

thedivot
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  • Asanko Gold Is A High-Risk Deep Value Play With Many Short-Term Risks [View article]
    Really? If gold drops below $1100, the investment becomes risky? You could say that about every gold company out there. At least these guys have cash plus financing for their project. Most junior explorers & developers have less than $1M cash and many have delayed moving forward (if they survive at all). And as Russ Winter says, capex costs everywhere have come down because of this as equipment, sevices & qualified people have become cheaper (supply/demand). If you think gold prices are headed down, perhaps you shouldn't invest in any gold companies as they all will suffer. If you think it's going up, I'd stick with companies that are flush with money and can move forward.
    Dec 9 09:02 AM | Likes Like |Link to Comment
  • Pershing Gold, Nearing Production And Huge Exploration Upside [View article]
    At .017 ounces per ton, that's only about .53 grams per ton grade which is pretty poor grade. There would have to be multiple millions of ounces to have a chance as an economical mine and we're a long ways from that.
    Jan 25 10:44 PM | 1 Like Like |Link to Comment
  • A Shining Opportunity With Vista Gold [View article]
    If you look at the Toronto Exchange (the more significant mining exchange), VGZ.TO has 0 strong buys and 4 buys with a target range of $4.54 to $7.51. Not as good as the NYSE targets but still excellent returns if accurate.
    Dec 29 08:43 AM | 3 Likes Like |Link to Comment
  • 4 Stocks for the Aggressive Investor [View article]
    Has anyone ever seen a rational argument between a short and a long? I haven't. Sykes is obviously successful as a shorter but, as shorts do, aggressively attacks people all over the blog world. Cassel is a successful long and is very open and transparent on his site. I'm sure both have made a lot of money and also lost alot along the way. But everyone needs to do their own DD beyond these two's opinions. Maybe you two should meet in NYC and have it out. Just don't write about it!
    Feb 2 11:26 AM | 4 Likes Like |Link to Comment
  • China‚Äôs Coal and How to Invest [View article]
    A Chinese coal company under the radar, mainly because it's on the Toronto exchange, is Prophecy Resource (PCY.V or PRPCF.PK) which has huge deposits in Mongolia.

    www.prophecyresource.com/
    Jan 20 04:45 PM | 1 Like Like |Link to Comment
  • Why Is Xinyuan Real Estate So Cheap? [View article]
    The Chinese government's policies are meant to curb the pricing bubble - primarily in Tier 1 cities but they also have a reduced impact in Tier 2 & 3 cities. I've seen articles claiming that in the next decade, over 300 million Chinese (the entire USA population) will be moving from rural to urban. That should mean good news for developers like XIN, and their investors as well, if you have an investment horizon of more than a few months.
    Oct 29 04:02 PM | 2 Likes Like |Link to Comment
  • The Myth of Underperforming Chinese Reverse Mergers [View article]
    Excellent counter arguments Rames. As TC1 mentioned, your site is an exceptional resource for anyone thinking of investing in Chinese small caps, and for those of us who are already fully engaged. It's nice to see someone refute the half-truths and biased 'reporting' of shorts and short-supporters.
    Sep 13 12:21 PM | 2 Likes Like |Link to Comment
  • Equity Raises Killing Sentiment in U.S. Listed China Sector [View article]
    OTCTiger & Dutch,
    I believe the point that the linked article makes about the Russell 2000 is that there is a short-term opportunity on some stocks. Should a stock be dropped from the Russell 2000, funds which track the Russell are forced to sell their holdings in that stock which could temporarily drive the stock price down, creating the opportunity. Once the selling is done, the stock should return to it's previous value. And the reverse is true for stocks that are added to the Russell 2000 - buy now since fund buying once added will drive the price up. The movement doesn't necessarily have to be huge for those who trade stocks.
    May 27 09:43 AM | 1 Like Like |Link to Comment
  • ZAGG: Poised for Big Returns in 2010 [View article]
    It's a nice story and there is certainly room for the share price to grow. But he's painted a picture of everything going perfectly for ZAGG plus with all these positives 'happening' and known by the market, the stock is trading in the high 20's TTM P/E, which is pretty rich for something not high-tech. Now he proposes that it's going to trade at a P/E of 40. One never knows but it sure sounds like a pump - oh ya, his disclosure says he's an advisor to ZAGG.
    Oct 11 09:46 AM | 2 Likes Like |Link to Comment
  • Rothman on China: Is It Really a Bubble? [View article]
    Hey Wei,
    You are all over the web pumping this ACLO. Who do you work for? Here's a link to an article talking about Samsung's poor performing flash chips - could those be from ACLO?

    www.techspot.com/news/...#

    On Oct 04 08:09 AM Leland Wei wrote:

    > ACLO.OB: ACL Semiconductor: Flash memory in China
    >
    >
    > I put up a few links here.
    >
    > Basically, it comes down to this.
    >
    > ACL Semiconductor has 2500+ employees and is the main supplier of
    > flash memory chips and other related chips to Samsung, one of the
    > biggest electronics makers in the world.
    >
    > ACLO.OB is distributing memory chips for Apple IPhone and other devices
    > to operate on the new 3G ( full mobile internet) networks.
    >
    > Right now the demand for memory chips is huge. Prices are up 33%
    > in July and August and margins, which were very thin, look to be
    > expanding nicely.
    >
    > How can it get better for ACLO.OB?........ A main memory chip rival
    > did not survive the recent down turn and went out of business. <br/>
    >
    > So, putting this all together its not hard to see why ACLO.OB is
    > being scooped up right now.
    >
    > Here are some good DD links.
    >
    > ACLO.OB has been inching up for weeks as investors move in.
    >
    > Imho, It makes perfect sense for this one to head much higher. <br/>
    >
    > NOTE: I follow China closely and had never heard of this company
    > until a few weeks ago. Based on the stock price its clear I wasnt
    > alone........lol
    >
    >
    > China Unicom 3G launch. They have approx. more customers then every
    > phone company in the USA has put together
    >
    > seekingalpha.com/artic......
    >
    >
    > From the recent earnings report concerning their rival, Qimonda AG,
    > going out of business:
    >
    > "After the insolvency of Qimonda AG, the Company has recorded increasing
    > demand for Graphic RAM products due to limited supplies. The Company
    > also recorded increasing demand for consumer electronics products
    > in the PRC market such products require the usage of FLASH products.
    > In addition to strong demand in Southern China, demand by Apple for
    > FLASH products for its newly launched iPhone 3G S was also strong."
    >
    >
    >
    > Link to Samsung and Apple article:
    > news.cnet.com/8301-139......
    >
    >
    > Apple to launch in China Oct. 1, 2009:
    > www.fonearena.com/blog......
    Oct 4 01:59 PM | Likes Like |Link to Comment
  • The Case for Investing in Egypt [View article]
    Look at Centamin Egypt (CELTF.PK or CEE.TO). They are the only company authorised to mine gold in Egypt and they are currently producing. They have almost 10 million oz measured and indicated and another 3 million inferred - and it's not fully explored yet.
    Sep 9 04:06 PM | 1 Like Like |Link to Comment
  • Eye on Recon Technology: Small Cap Chinese Energy-Focused IPO [View article]
    My first impression is how could a company who has worked with two of the biggest Chinese oil companies and have projects on 80% of their fields only have about $12M in revenue after all these years? And we're talking about great growth going forward but where are all these new sales going to come from? Suddenly upon the IPO new clients will come out of the woodwork? I'm being simplistic here but I'm suspicious of people pumping 'sudden' great growth. I like their story but there are lots of Chinese micro-stocks with great growth at much lower P/E ratios.
    Aug 9 09:14 AM | Likes Like |Link to Comment
  • China North East Petroleum Catapults to the Next Level [View article]
    Nice article Nawar. I believe it is responsible for the $14 million jump in their market cap today!!

    I've been in this stock for a long time now and have also enjoyed your comments on the Yahoo message board. I just keep adding on any big dips as the long-term value has been evident for quite a while.

    Thanks for the great research.
    Jun 19 03:40 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceuticals: Undervalued Growth Company with Strong Late-Stage Pipeline [View article]
    You might want to read this blog article from The Street. SPPI is the 4th company to try and make money on Zevalin so make sure you're comfortable with the risk if you invest.

    www.thestreet.com/stor...
    Jun 19 09:15 AM | 2 Likes Like |Link to Comment
  • Caraco Pharma Poised for a Turnaround [View article]
    Mike,
    The fact that the FDA found no deficiencies leads one to conclude (as you did) that there will be a positive resolution to the inspection issues. So why is the stock down? Why aren't other investors coming to the same 'obvious' conclusion thereby driving up the price? Is there something else lurking out there that is keeping the stock down?
    May 30 09:30 PM | Likes Like |Link to Comment
COMMENTS STATS
32 Comments
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