The Day After: China MediaExpress Holdings

Feb. 04, 2011 2:41 PM ETCCME3 Comments
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Deep Value, Special Situations, Contrarian, Long Only

Contributor Since 2008

Blogger, Self-Made Analyst, Trader, Investor, Crowdfunder and Poker Fan. I have been ROCKED because of some independent, well-written and researched (biotech) articles in the past.

Unfortunately, I can't write, reply or comment anymore on this platform.

I wish I could turn back time, because investing and investment writing is my passion, but I can't so don't expect me to respond!

The name "Dutch Trader" refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military, and art were among the most acclaimed in the world.

Dutch ships hunted whales off Svalbard, traded spices in India and Indonesia (via the Dutch East India Company) and founded colonies in New Amsterdam (now New York), South Africa and the West Indies. In addition, some Portuguese colonies were conquered, namely in Northeastern Brazil, Angola, Indonesia, and Ceylon. This new nation flourished culturally and economically, creating what historian Simon Schama has called an "embarrassment of riches". Speculation in the tulip trade led to a first stock market crash in 1637, but the economic crisis was soon overcome.

In 1602 the Dutch East India Company was founded. It was the first-ever multinational corporation, financed by shares that established the first modern stock exchange. This company received a Dutch monopoly on Asian trade and would keep this for two centuries. It became the world's largest commercial enterprise of the 17th century. Spices were imported in bulk and brought huge profits, due to the efforts and risks involved and seemingly insatiable demand.

To finance the growing trade within the region, the Bank of Amsterdam was established in 1609, the precursor to, if not the first true central bank.

My background is Management, Economics, and Law. This I studied at Fontys Business School in the Netherlands, with specialization in Banking and Insurance.

My passion is investing, writing, traveling, history, swimming, playing chess and enjoying my family.

I love to analyze companies and sectors and write about it. Unfortunately, my ignorance and naivety dragged me into scrupulous adventures from rogue promoters.

Main points of writing and investing interests: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics and many other themes and/or sectors.

As an investor, I have a bias towards value investing and the markets.

All opinions are my own and do not represent the views of my employer.Valuation metrics play an important part of my investment strategies. My investment philosophy is Unloved, Underowned and Undervalued.

One of the best investment quotes is: The key to making money in stocks is not to get scared out of them from Peter Lynch.

Do you have any business proposal(s) or question(s), just write an email to

Good Luck!

Dutch Trader, The Netherlands================

For the Securities Disclaimer & Disclosure, read:

Lately a lot of stuff has been going on with China MediaExpress, The latest piece of research came from Muddy Waters, LLC with the title: CCME: Taking the Short Bus to Profits.

I honestly don't know who and what to believe anymore. From firsthand I witnessed that some institutional money was buying today. Money for the long run, I don't know.
If that investors did due diligence, I don't know. If it is just for trading purposes, I don't know. If it is all part of a Bigger Plan? It could be.

To be honest I don't know it anymore.

What I know and I really believe is true is their cash balance of $4.42 per share. What they are going to do with it I don't know.

What I am going to do I know and that's sell some out-of-the money put options
March and get some money for free. Maybe it's not for free I don't know.

This is the life of a trader/investor not knowing anything but believing everything.

And yes I still believe CCME is legitimate.

Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in OTCPK:CCME over the next 72 hours.

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