Tibet Pharmaceuticals, Inc. (TBET)

[bpkaus]

The steady decrease in volume is also a positive in that it indicates high frequency and day traders are losing interest. This should allow the stk to start a steady move up to a price closer to the proposed buyout. From a technical perspective, the bottom looks to me to be the 200 day MA.

[realfast95]

short interest as of 3/15, a good sign, not a lot of non-believers

3/15/2012 38,544
2/29/2012 5,812

[realfast95]

The auction that precipitated all this buyout stuff, was to end today the 20th.

[Stock Steward]

This is a mistake. I'm betting it goes through too. The company IPO'd at 5 bucks and the share price is not reflecting the valuation of the company. They all want out of the U.S. exchanges! They realize that they should trade on an exchange where the people understand the products being offered and the risks and the type of market TBET is in. Excited to see what happens.

[Stock Steward]

hmm any updates on the offer to buy back shares? Any speculation as to when this will take place? Or if it will even be accepted? I believe that it is only a matter of time before the CEO gets approval by the board to take this company private. The share price is truly dwindling and does not reflect the company's value at all.

[dipstick55]

Whats up with the auction rumor guys?? Is it not tmm? the 17th...curious...

[gandalfq01]

CUSP change to APOS

[The Rainmaker]

Earnings are due out....all hell is going to break loose one way or another. Either A they miss the filing deadline or B they report and we'll see some price action one way or the other off those earnings. Don't know if its next stop 70 cents or $2 but its going one of those places this week.

[realfast95]

dropped to the 200 day average 1.46

[Penny Roger$]

~ Monday! $TBET ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $TBET ~ Earnings expected on Monday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








http://stockcharts.com/h-sc/ui?s=TBET&p=D&b=3&g=0&id=p88783918276&a=237480049




http://stockcharts.com/h-sc/ui?s=TBET&p=W&b=3&g=0&id=p54550695994



~ Google Finance: http://www.google.com/finance?q=TBET
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=TBET#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=TBET+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=TBET
Finviz: http://finviz.com/quote.ashx?t=TBET
~ BusyStock: http://busystock.com/i.php?s=TBET&v=2


<<<<<< http://www.earningswhispers.com/stocks.asp?symbol=TBET >>>>>>



http://investorshub.advfn.com/boards/post_prvt.aspx?user=251916

*If the earnings date is in error please ignore error. I do my best.

[Long-vestor]

yah, no, you said: "

The $3.00 offer represents a huge premium to current stock price. Stock was at .72 when he made the offer. Don't see that happening.

i read unclear,, indicating you can't see a $3 for .72 stock.

However I didn't see what ya responded to before, jumping in..

regardless wanted to get the valuations into this here board, so's peps can realize the potential here and why..

;)

[The Rainmaker]

You lost me I said $3 was a lot bigger than current stock price of $1.40

Are you saying $1.40 is more than $3.00?

The $3.00 offer represents a huge premium to current stock price.

[Long-vestor]

Wrong Rain,, run liquidation value,, cash on books and assets an easy $3.50,, speculatively this should be trading at 4-5, with this years recent EPS decling..

$3 offer is actually, coming from; not just the CEO but founder. a very good value for him and the company going forward..'


Count the float,, .. this is a insider over 51% owned company..


Gathering the board to restructure cash, close the buy-out deal
,,, means it can play over night too..


low floater with HUGE-A ,, swing at the drop of a hat..


;)

..

[Long-vestor]

the shorts were dumping naked on margined longs in the past week but,,, ya wouldn't wanna be short to close as this action plays this way:

Pretty exciting ain't it..

Jingle bells,, Santa's on his way..


Any morning ya wake up:
Did he come, did Santa come??!!

"Mommy-eee,, when's Santa coming??
"Be patent, pretty soon.."

Daddy-eee!! when's Santa coming?

"Have you been good?"

"Yes, Daddy-ee.."


"Are you a good trader?"

Yes! Daddy, oh yes!"


Hummm....

"let's hope so, other wise he'll bring onions and potatoes.. "



Because ALL of the Good traders will SCORE A DOUBLE HARD!!..

So,, buyers into close,, are telling ya: the sentiment is changing..

load em up, an head em out,, rolling with the swing..

^ ;)

[bowman88]

Looked like there was an end of day fight to close the stock under the 200 MA. Closed right at it. Tomorrow will prob be another wild ride.

[Shmoopster]

Man this stock sure is hard to gauge when to buy. It is def a lottery ticket. The question is how man lottery tickets to buy. Will the deal go through or not. Double from here or slowly go back down hmmmmmm

[The Rainmaker]

The $3.00 offer represents a huge premium to current stock price. Stock was at .72 when he made the offer. Don't see that happening. This is the new movement with these China small caps. Take yourself private cheaply and roll back out in a few years with a new IPO on Hong Kong Exchange.

[realfast95]

Yes, that is very possible, so the biggest risk is a Board Committee rejection as too low. The Board is open to lawsuits if they screw the investors.

Although it's not like an American board of directors, who care about their reputation. And it's not like a hostile takeover who could take the cash, merge the operations, and pay for itself.

[The Rainmaker]

I read the craziest thing about TBET, not sure it correct but if it is.....

TBET has $26 million in cash left over from their IPO last March, done at $5.50 per share.

It would cost the CEO $34 million to take TBET private using the $3.00 per share he offered and number of shares he doesn't already own.

So my question is can he pay $34 million and get $26 million of it right back when he takes TBET private? Sounds like he can buy the company back for $8 million and roll it back out on Hong Kong Exchange with another IPO in a couple of years for $40-$50 million. They're trading for 3X earnings now.

[realfast95]

Dutch Trader on board.

http://seekingalpha.com/article/416181-tibet-pharmaceuticals-the-next-china-stock-that-is-going-private

[The Rainmaker]

I know its the only stock that is not up today, the rest of the market is up big. Not

DJIA 12,767.66 -195.15 (-1.51%)
Nasdaq 2,908.25 -42.23 (-1.43%)

[gandalfq01]

TBET is pathetic. I knew if I got involved it would preform this way. Sorry to all you other "investors" but WTFDIK

[capitalismforever]

Don't know if I understand what you're saying due to the unusual way you've tried to explain it, however I believe I understand what you're trying to say. In the most simplest way to put it, ultimately the structure means nothing because the most important thing to remember is this: according to PRC law, no monies can be physically transferred from a Chinese business to its foreign controlling interest.

[The Rainmaker]

Not everyone is convinced....each time more news comes out regarding the CEO moving forward with his buy back at $3.00 plans the stock price will jump up. Same thing happened last week when news hit. Great trading stock buy under $2.00 in between news releases, sell over $2.00 each time more news hits....rinse and repeat.

[naomiabr]

Can anyone explain this buy put thing? Can I buy shares tomorrow and sell it to the chairman for 3 dollars? Why isn't the share price near the buyout offer?

[Shmoopster]

I would have to agree! You would think certain people know things and this would trade higher. Or they do know things and that's why it's trading where it is. Too much selling at these levels

[DeadCellShadix]

The simple fact that it's not trading anywhere near those levels tells me theres quite a big possibility the offer will not be accepted.. But then again.. Who knows..

[The Rainmaker]

Stocks trading for a $1.60, who would say no to a $3.00 buyout? Close to 100% gain.

[realfast95]

I believe there is a discussion on the Yahoo Message Board indicating that this buyout deal would not need shareholder approval because the CEO owns 100% the subsidiary in a VIE structure.
My posts reference means that their is an agreement that he can't do that without TBET stockholder approval

So a second discussion that the CEO could band together with the prior CEO and group of 8 that took the company into the IPO and get +50% vote of TBET stockholders and again not need a proxy vote by all stockholders.

in the 6/10/2011 8K when the current CEO took over, the group disbanded.

Can he form a +50% group? Does the original group they still own the stock? That's the unanswered question.
Until we see something filed, then the default is that the CEO needs a majority of stockholders to agree with a proxy vote.

[The Rainmaker]

So they are trying to scare people into thinking the CEO could lose control of a valuable subsidiary? Your posts are made to show this is not true and the only one with true control is the CEO who is trying to buy back everyone elses shares for $3.00 and take TBET private. Is that correct?

[realfast95]

reference material explained.

As a result of the Pledge of Equity Agreement, the subsidiary
China company YSTP, can not steal the company from the VIE parent TBET stockholders.

[realfast95]

more reference material from private posts

6/10/2011 8k

By reason of Voting Rights Revocation, Mr. Guo no longer holds voting rights to any shares other than the 150,000 shares he owns directly. As Mr. Guo surrendered rather than acquired any controlling interest in Registrant, he paid no consideration and did not contribute any funds. Upon the effectiveness of the Voting Rights Revocation agreement, the principal shareholder of the Registrant and the only shareholder holding more than 5% of issued and outstanding shares is Mr. Yu, the chairman of its board of directors and its new CEO. Mr. Yu’s ownership interest remains unchanged at 3,280,000 shares. As is shown in the table below, as of the date of this filing, Mr. Yu is the only shareholder of Registrant holding more than 5% of the issued and outstanding shares of Registrant, with 22.1% of its 14,845,834 issued and outstanding shares.

[realfast95]

reference material

10Q (4) Pledge of Equity Agreement. WFOE and the shareholders of YSTP have entered into a Pledge of Equity Agreement, pursuant to which all shareholder pledges all of their shares (100%) of YSTP, as appropriate, to WFOE. If YSTP or any of its respective shareholders breaches its respective contractual obligations in the “Entrusted Management Agreement”, “Exclusive Option Agreement” and “Shareholders’ Voting Proxy Agreement”, WFOE as Pledge, will be entitled to certain rights to foreclose on the pledged equity interests. Such YSTP shareholders cannot dispose of the pledged equity interests or take any actions that would prejudice WFOE’s interest



Item 2. Management’s Discussion and Analysis of Financial Conditions and Results of Operations

The following discussion and analysis of our company’s financial condition and results of operations should be read in conjunction with our unaudited condensed consolidated financial statements and the related notes included elsewhere in this report. In this report, the terms “we,” “the Company,” “TBET,” “our company,” and “our” refer to Tibet Pharmaceuticals, Inc., a British Virgin Islands company. “CTP” refers to, China Tibetan Pharmaceuticals Limited (Hong Kong) Limited, our wholly-owned subsidiary (Hong Kong). “WFOE” refers to CTP’s wholly-owned subsidiary Yibo Information Consulting (Shenzhen) Company Ltd. (People’s Republic of China), and “YSTP” refers to Yunnan Shangri-La Tibetan Pharmaceutical Group Limited, our operating subsidiary in the People’s Republic of China.

[capitalismforever]

A tender offer from the CEO isn't "typical". The agreement is very "typical" language for a going-private transaction. This deal and M&A have very little similarities. You're simply wrong.

[ice1234]

SELL-OR-BUY WHO KNOWS PLEASE REPLY IT IS FRUAD?

[realfast95]

the chart of CSR buyout to compare to what TBET might look

CSR - March 8th non-binding 6.50
CSR - cash in hand - completed September 14th

[realfast95]

To comapre TBET to another China stock buyout, CSR

CSR - March 8th non-binding
CSR - cash in hand - completed September 14th

For those willing to wait with risk. That is a 71% gain from here
from 1.77 to 3

[realfast95]

Both CSR and HRBN started out as non binding and it worked out.
And both traded 40-50% discount to the CEO offer until the it became clear the money was in place. Those were 400m where this one is close to 35m. The biggest risk IMO is that the committee will say it's too low because of the value of the assets.

I would agree, that one should have a portfolio with various risks.

[moe_the_gyp01]

Trade em, don't marry em. This deal moves against you and your money gets stuck. And in my book, stuck money is dead money. Capital needs to be deployed and constantly moving or it dies. Just like a shark. Check the plays I play. I don't mess around and don't get interested unless I can move anywhere from 50 to 100k in any one play.

ADS
CTSH
FFIV

Just a name a few that I have easily 100k in play...on each!!!

[realfast95]

I did not say there was an Option. Now you explain
"It's all in or nothing"

[moe_the_gyp01]

Despite the fact that options expire, you certainly would not use a forward month contract with less time value than the time frame for which this transaction should occur. I've used hedge strategies with several M&A plays and what is typical with those is a date is typically indicated in any PR or 8K announcing said deal that specifies a time frame during which the transaction should conclude. That isn't present here which even if it were optionable, I wouldn't play it because you would need that variable known to select the proper forward month contract to arbitrage the play. This whole deal is very amateurish which is yet another reason that I wouldn't play it. And I suspect the market isn't convinced either insofar as the arbitrage spread indicating an excessively risky proposition with a low probability of occurrence.

[realfast95]

combine my post with the one I responded, it might make more sense. I was talking about in theory. The point is that Long shares would not be worthless.

It certainly wouldn't take 10 seconds to see that there are no options for this stock, and hardly worth making my post an issue!

[banger187]

This is what you said

"TBET is still a functionaing company that ipo'd at +$5
An option might hedge your bet, but they do expire.
So if the deal falls through, you won't lose everything. "

[realfast95]

I didn't say TBET had options.

[banger187]

There are no options hedging available for TBET. Get your facts straight.

[Shmoopster]

Yah this one is a tuffy. Judging by the way it is trading too everybody else feels the same way

[realfast95]

TBET is still a functionaing company that ipo'd at +$5
An option might hedge your bet, but they do expire.
So if the deal falls through, you won't lose everything.


I'm betting big that it goes through. The only negative for me is that my money is tied up waiting.

[ice1234]

BUY ALERT-AN OFFER $3.00 SHARE

[moe_the_gyp01]

I wouldn't. You can't hedge a bet since this stock is not optionable. It's all in or nothing. Too many hookers in that non-binding announcement. Typically, a tender offer carries with it a substantial penalty for breaking the deal. This doesn't. Too cozy. Seems like naked stock manipulation by the insider.

I would pass on this play.

[Bull Trader]

8k out now http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=8107889