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Jason Johnson

Jason Johnson
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  • Could 16% Of AmTrust Outstanding Shares Hit The Bid? [View article]
    If you're going to make the accusations you did about GEO and Roddy Boyd, you better include some proof..just because you believe something to be true, doesn't make it fact.
    Aug 19, 2014. 04:21 PM | Likes Like |Link to Comment
  • China XD Plastics: When The Numbers Don't Add Up, There's Over 80% Downside [View article]
    "ShengdaTech, a KPMG-audited chemicals maker in which Goldman Sachs took a 7.6 percent stake, saw auditor KPMG resign in April, citing "serious discrepancies" in its bank statements and representations of customers."

    "One of the companies, China Integrated Energy, has lost 90 per cent of its market value this year after it was accused of fraud by short sellers and its auditor KPMG resigned. "
    Jul 10, 2014. 02:08 PM | Likes Like |Link to Comment
  • China XD Plastics: When The Numbers Don't Add Up, There's Over 80% Downside [View article]
    Possible reason for huge recent spike in stock..orchestrated run-up for benefit of over 1.3 million warrants that expire this year...

    "In connection with the issuance of Series C preferred stock on December 1, 2009, the Company also issued Series A investor warrants to purchase a total of 1,320,696 shares of common stock at an exercise price of US$5.50 per share with a five-year term"
    Jul 10, 2014. 11:46 AM | 4 Likes Like |Link to Comment
  • Eagle Bulk Shipping: The Grim Reaper Says You're Next [View article]
    Eagle did miss a payment on June 30...

    "In addition, the Company will not make the scheduled June 30, 2014 interest payment under the Credit Agreement."
    Jul 7, 2014. 07:58 PM | Likes Like |Link to Comment
  • Herbalife plunges on DOJ/FBI probe report [View news story]
    A lot of money was made and lost today on April weekly options. Seems suspicious that article was released late friday.
    Apr 11, 2014. 04:42 PM | 5 Likes Like |Link to Comment
  • Clouds Lift For Canadian Solar, Suntech [View article]
    I think the reason people are frustrated is because you have an insolvent company trading with a $271 million market cap. The bonds keep hitting all time lows, yet the stock increases 20% on bearish news. This article makes it sound like the equity has some value and maybe undervalued. When in fact, the company is very close to bankruptcy and trying everything they can to keep every penny in China.
    Nov 5, 2013. 11:34 PM | 2 Likes Like |Link to Comment
  • Suntech Finds Friend In Wuxi, Foe In New York [View article]

    Why do you believe it will take another 7 or 8 months for Suntech to emerge from bankruptcy? Do you have factual basis for this estimate or is this an arbitrary guess?

    "I do think China-based groups will ultimately win the battle for control of the company, but it could be another 7 or 8 months now before Suntech can finally complete its reorganization and emerge from bankruptcy."
    Nov 1, 2013. 01:41 PM | Likes Like |Link to Comment
  • American Coal Company With Chinese Growth [View article]
    "Have they ever written on LLEN in the past in a similar manner , and if so was anything discovered."

    Really CBOE Traders?! How can you write multiple articles recommending LLEN and not know about Geoinvesting's past work on the company? This is really basic due diligence. And you expect readers to believe you know whats going on in China with this company?
    Sep 20, 2013. 11:45 AM | Likes Like |Link to Comment
  • Sources Suggest Suntech Power's Convertible Bondholders Won't Get Any Money From The Restructuring [View article]
    Nice article Adam. Did any of the bondholders that you talk to say why they dont force Suntech into bankruptcy?
    May 23, 2013. 03:08 PM | Likes Like |Link to Comment
  • Bankrupt Suntech (STP +16.1%) soars on a rumor Berkshire Hathaway's MidAmerican Energy division is interested in the company. Though MidAmerican has acquired solar projects and provides installation services, buying a Chinese solar module maker would be off the beaten path. [View news story]
    This price jump makes no sense...China banks are taking 50% loss provisions on loans to Suntech and March 2013 bonds are trading at 26 cents on dollar. Even if BH did buy this company, why would shareholders get anything?
    Apr 8, 2013. 01:00 PM | 1 Like Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    " I truly felt that the fundamental fair value of the stock basing on its financials were $6."

    Not to pile on, but how could you take Longwei's numbers as fact when so many other reverse merger Chinese companies proved to be frauds? Especially after you dropped your coverage of LLEN after it appeared that they were lying in SEC filings.
    Jan 10, 2013. 03:44 PM | Likes Like |Link to Comment
  • The Supreme Court's Upcoming Decision Could Push Star Scientific Higher [View article]

    Do you have an update on Star Scientific? The stock is down ~30% since you published this you still believe a settlement will act as a catalyst for stock price? So far, the market says no...even after RAI dropped the appeal, the stock has tanked.

    "Now, another catalyst is coming up: the Supreme Court's decision against RJ Reynolds' (RAI) appeal, which is likely to quickly lead to a settlement agreement with Star. I believe that this expected news isn't priced into Star Scientific's share price yet..."
    Oct 2, 2012. 04:07 PM | Likes Like |Link to Comment
  • China Valves Technology: A Closer Look At Recent Developments And Business Outlook [View article]
    "Any SEC filing from any company in the world can be deceiving!! It's regulators job to identify this before the public get caught in a fraud, right?"

    You can't trust the regulators to stock fraud...they have failed over and over again. If you want to be a smart investor, you should do your own due diligence and not rely on the SEC. So far, you have promoted three Chinese reverse mergers (CVVT, GURE, NEP)...Most likely they are all frauds...The regulators have done a horrible job in protecting investors from these RTOs.
    Mar 23, 2012. 02:21 PM | Likes Like |Link to Comment
  • China Valves Technology: A Closer Look At Recent Developments And Business Outlook [View article]
    Richard X Roe,

    Good work challenging the legitimacy of CVVT...As evidenced by Islam Herzallah's last Chinese reverse merger promotion, NEP (halted), SEC filings for these companies can be deceiving.
    Mar 23, 2012. 01:45 PM | Likes Like |Link to Comment
  • Gulf Resources Is An Opportunity To Make A Fortune. [View article]
    Be careful with far Islam Herzallah has pumped CVVT and GURE...two of the worst Chinese companies I have come across.
    Dec 15, 2011. 07:27 PM | 1 Like Like |Link to Comment