InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,127.79
(
1.26%
)
US TECH 100
17,446.00
(
2.17%
)
Dow Jones
38,675.68
(
1.18%
)
Brent Oil
82.77
(
0.00%
)
Bitcoin
63,883.51
(
-0.01%
)
Post# of 173714
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Bobwins

Send PM Follow Ignore
Followers 556
Posts 17434
Boards Moderated 42
Alias Born 10/21/2003

Bobwins

Re: None

Friday, 10/05/2007 1:30:05 PM

Friday, October 05, 2007 1:30:05 PM

Post# of 173714
China Infrastructure Buildout Plays

I found these two companies at a Roth Capital Conference. The presentations are available here:

http://www.wsw.com/webcast/roth13/

These are two companies created by blank check financing. Funds were raised to look for acquisition candidates in China. I think they have found excellent growth candidates.

CSCA.ob $9.60 Still hasn't officially merged but vote coming up. Largest private Chinese engineering company providing design, construction, installation and operating expertise for distributed power generation and micro power networks in China. For qtr 6/30/07 grossed 54 million, +73% over 6/06 and earned 6 million, +156%. Backlog went from 322 to 469million from 3/07 to 6/30/07!! Contracts usually completed within 12-18months so gross revs are going up to 75 to 90 million a qtr.

http://biz.yahoo.com/bw/070905/20070905005658.html?.v=1

otc listed but plan to go nasdaq once merger is complete. This is not cheap. I think diluted share count is 42 million so around 17 forward p/e, which is similar to Hrbn. They take energy from the smokestack industries and cogenerate energy for local use. This is a green power technology that seems perfect for the times.

HYLSF.ob $8.35 HLS has become one of the leading automation systems providers in the PRC, developing a number of core technologies and completing over 4,700 projects utilizing a wide array of automation products. The Company specializes in the research, development, production, sale and distribution of industrial automation and control systems, competing effectively with both domestic Chinese companies and large, multinational participants in the industrial, rail and nuclear power sectors.

Grossed 102 million for fye 6/07. Earned 15.8million with one time 6.4 million merger expenses. Diluted share count is also around 42 million. So around .50eps vs 8.35 or again around 17 p/e. Backlog here is 102million vs 87million 6/06. Several big contracts signed with rail and nuclear after year end.

http://biz.yahoo.com/bw/070927/20070927005390.html?.v=1


both of these have warrants. The warrants expire 8/09 with a $5 strike price. They can be called since both stock have exceed 8.50 for 20 days. But there doesn't appear to be any premium in the warrants.

CSCA.ob 9.60
CSCAW.ob 4.50

HLSYF.ob 8.35
HLSWF.ob 3.30

I bought both stock and warrants. I think these could be monster companies, growing with the infrastructure buildouts. Going to nasdaq will make them attractive to many bigger investors. Be sure to listen to the presentations.

Bobwins

Please post stock symbols first in all your posts. If it's a foreign stock, please list the US pk equivalent symbol.

If the Commodities Boom is Over, I am just a Gold Bug headed for the Windshield of LIFE

Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up