Origin Agritech Ltd (SEED)

[HoldEm777]

Yes it is….

[WealthyKing]

Fun week so far. $seed.

[HoldEm777]

very true... thanks. I do see that as a real possibility.

[WealthyKing]

Side news, wheat, corn and soybean futures are all up on the year, with wheat prices exploding the past month from 800 to over 1250 per contract.

Wouldn't surprise me at all for $seed to get some massive investments or buyout offers soon.

[HoldEm777]

No...I wish. But hopefully we get it lined up. I like it.

[WealthyKing]

You too. Hopefully we can retire early on this one if you arent already.

[HoldEm777]

Anything is possibly. They have been at the drawing board also working out the kinks...lol. Add the world instability. $60 is doable. good luck

[WealthyKing]

Might be worth a couple hours time to go after fees. $seed to $60 this summer....let's go!

[HoldEm777]

yeah... I would hate to see what I have paid since they started charging $6.95 a trade last December

[WealthyKing]

Usually the best outcome is a commission reduction or fee credit. I went after tda for an option sale that they forced my hand on. Lost 10k. They didnt give two hoots about it. So I went after all fees for the previous 3 months and got back over $8000 to my account.

[HoldEm777]

I need too. Got that empty feeling in my stomach...LOLZZZ.

[WealthyKing]

Fire them and go with tda, hope they make it right for you.

[HoldEm777]

I did pick up PXS at a good spot

[HoldEm777]

very nice. Im not in this one either. I had a major execution error this morning while deciding to market buy a runner. Schwab held the market order as I watched the price continue to run with no fill. So I canceled not knowing it would go over 200% and actually holding alot of the gains. Up 130% now.... been one of those days..Lol

[WealthyKing]

Didnt get to sell any at 9 or 10, too much risk that it plows through to higher highs before money settles. Instead i left my seed alone and I played $cei and am up 5k on the day. Looking to convert that into $seed shares this week.

[HoldEm777]

looks like you nailed it. Im thinking high $7.80ish turn back up.

[HoldEm777]

Strong start to the week on this one. 4.2 mil float and over 6% short…. I bet shorts have just been adding to there short thinking the downward pressure of this last year would continue. Could squeeze at some point imo.

[HoldEm777]

No kidding. Agricultural stocks will inevitably get there moment in the spot light with all that’s going on in the world. They seemed to be positioned well. Corn is a very important commodity.

[WealthyKing]

How about $12 then a dip back to 6 or 7. That would be swell with me.

[HoldEm777]

Should be a interesting week if it can get push past $12. Kinda hoping for a good consolidation dip first. Lol

[HoldEm777]

yep....the daily chart looks sweet. Staring to form what looks like a true reversal to me

[WealthyKing]

Wish it would drop back to high 5s so I can load up more.

[HoldEm777]

Yes Sir it is. Looking good.

[WealthyKing]

$seed is moving!

[WealthyKing]

Looking for opportunity to increase holdings at sub 6.00 level this week

[WealthyKing]

Another solid day here. Only wish I had more shares!! These are still floor level prices. $seed

[WealthyKing]

After speaking with investor relations I can confirm the following: $seed
Insiders = no selling.
Institutional Holders - not currently selling.
Company is not selling or performing any debt conversion to shares.

What you see taking place in the trading is free float shares exchanging hands via computer algorithm trading and some retail buyers.


The more we buy and hold, the higher the price will go.

[WealthyKing]

Authorized - 60 million shares
Outstanding - 5.6 million fully diluted
Float – 3.7 million
No warrants outstanding

Computer Algorithms had a field day yesterday trading this yesterday.

$seed

[HoldEm777]

May turn the OS two times possibly. 30min chart going for another GC if it holds together. 50/200.
Let’s see. Crazy volume.

[HoldEm777]

A lot of things in the pipeline. https://ih.advfn.com/stock-market/NASDAQ/origin-agritech-SEED/stock-news/86877250/origin-agritech-developing-nutrition-enhanced-corn

[HoldEm777]

Sure is thin once she gets above todays high.

[WealthyKing]

Fun fact $seed is the ONLY US listed chinese agricultural biotechnology company with GMO products!

They have over 20 years in operation and are well connected with universities and institutions.

[WealthyKing]

Outstanding shares here is just over 5 million...let her rip. $seed

[HoldEm777]

I agree. ARCA going to try to stop this move it seems. Last ditch effort hopefully. We shall see.

[WealthyKing]

$seed starting to see float tighten up a bit in the last few minutes. Once it goes on lockdown and short sellers are forced to cover we could easily see 7 or 8 dollars in short order. Personally, I'd love see a .50- 1.00 a day sustained increase over the next few weeks.

[HoldEm777]

Getting close to turning the float now.

[WealthyKing]

all these shares being sold at 5.50 are stupid. Let it run mm, let it run! $seed

[HoldEm777]

Settled a bit…. Seems to be setting up for another leg. Let’s see. She could hit $10 today if she locks up. Not likely but very possible.

[WealthyKing]

$seed time to get this back over $10

[HoldEm777]

I think so.

[WealthyKing]

Fantastic news. $seed is finally turning a corner here on sales. Already sold out for the season! Time to build it!

[HoldEm777]

https://www.prnewswire.com/news-releases/origin-agritech-issues-2022-guidance-of-300-revenue-growth-301476300.html

[WealthyKing]

Current majority shareholders:
Gengchen Han, Chairman of the Board and CEO - 860,383 14.85%

Tiger Capital Fund SPC - 1,696,450 - 29.28%

Just between these two holders, 44% of outstanding shares are held

[WealthyKing]

$seed Form 20F released: the number of outstanding shares of each of the issuer’s classes of capital or common stock as of the close of the period (September 30, 2021)
covered by the annual report: there were issued and
outstanding 5,793,617 ordinary shares as of September 30, 2021, and 5,793,617 ordinary shares as of February 4, 2022.

notice no dilution over the past 5 months.

[WealthyKing]

The corn $seed market is the largest among the staple crops in my country. At present, all corn seeds in my country have been commercialized, and the size of the corn seed market is determined by three factors: sown area, planting quantity per mu and commodity seed price. From 2012 to 2015, the size of my country's corn seed market has grown significantly, from 25.387 billion yuan to 28.690 billion yuan, and my country's corn inventory is also rising; the first decline occurred in 2016, and it was reduced to 27.379 billion yuan in 2017. It began to rebound, reaching 28.495 billion yuan in 2019, close to the level in 2015. At the same time, my country's corn inventory has also dropped to the historical bottom, and there is a gap in the industry market. It is estimated that the size of my country's corn seed market in 2020 will be about 28.225 billion yuan.

https://mmbiz.qpic.cn/mmbiz_png/QRYBZthHm7XUFfKwR2cNqn1Liam8wSvqganayJArOle1OxyuSOvby4PXl167osjgkoU7mtQrXHbMiaORouvAZsOg/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1

[WealthyKing]

"O.R.G $Seed has obvious advantages in independent intellectual property rights and is one of the first companies most likely to obtain commercial licenses . It has advanced layout in terms of production capacity reserve, sales network layout, professional authorization, etc." Analyst: Liu Zhi


New industry analysis report offers several valuation scenarios on SEED (section 7). The market cap range being ~2 bil to ~3.5 bil rmb, vs current MC of ~520 mil rmb, implying a price target range of ~$56 to ~$98 per share. See our coverage here.


https://mp.weixin.qq.com/s/AXNmQXqatebpbGfzoiglTg

[WealthyKing]

“From the perspective of the biological breeding industry, currently only Dabeinong, Longping Hi-Tech, and Origen $Seed Industry have the ability to commercialize biological breeding in my country, but Dabeinong and Longping Hi-Tech’s biological breeding income accounted for a relatively low proportion of the company’s revenue. Origen Bio-breeding income accounts for a relatively high proportion. The main operating income of Origen Seed Company in the future will come from biological breeding. Therefore, biological breeding is more flexible. From the perspective of valuation flexibility and purity of the target, Origen Seed will have higher premiums and excess returns in the future. In addition, the company may also be one of the first companies to obtain a commercial license. The first-mover advantage is obvious, which is worthy of attention.”

[WealthyKing]

“Origen Seed Industry has established the richest and only enterprise-level corn germplasm resource bank in China in 20 years.”

“From the perspective of the company's business, the company has the richest and only enterprise-level corn germplasm bank in China. The seed bank has more than 200,000 different germplasm resources, and its acquisition value is high.”

$seed

[WealthyKing]

“The company's production center in Xinjiang now has a seed drying processing capacity of 20 million kg/year, and can be put into production at any time to create revenue for the company.”

$seed

[WealthyKing]

“The company ($seed) has been deeply involved in the field of biological breeding for more than ten years, and has established long-term cooperative relationships with many domestic and foreign genetically modified seed research and development institutions such as DuPont Pioneer and the Chinese Academy of Agricultural Sciences.”