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Yong, A Chinese Fertilizer Company With Huge Upside Potential

|Includes: Yongye International Inc (YONG)

Can you imagine a stock in the folllowing situation?

  1. Fertilizer producer in China. One of the hottest products in China.
  2. PE of approx 2. Yes TWO
  3. Audited by top auditor, 50MM investment during 2011 by Top US fund. Obtained during q4/2011 a working capital loan from a prominent bank. How much more due dilligence do you want?
  4. Growing st avg 50 percent per year.
  5. Today Yong reported that a backlog in AR per dec 31, 2011 has been resolved during Q1/2012.
  6. A roadshow is coming during the coming weeks to attract more institutional investors.
My logic says that the train will leave the station soon. The current share price is $3.52. A low multiple of 6 for this growth company would value YONG at 12 dollar per share.
The shorts, manipulating the shares for a long time, are getting out of arguments.
Watch the short cover soon.

Disclosure: I am long YONG.