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Poemstone, can't reply privately.
Thanks for the invite to help with the board, but I decline. I don't really want to spend too much time on these things. I have only two stocks I follow (and believe in). I am not a day trader roaming through boards all day long.
Good to know you have personal evidence how good DSCI's products work.
I truly believe this is a small great company which found itself a huge gap to fill. I own 15000 shares (=0.1% of the fully diluted share (15,281,476 = 6634187 + 3360932 + 3524239 + 1762118; Shares as per SEC filing 31.03.2011 (incl 3,360,932 shares reserved for future issuance) plus 3,524,239 shares of private placement June 2011, plus 1,762,118 warrants @ USD 9.90 for 5 year period)).
I will keep posting, if there is a good reason to do so. Please remove the post once you've read it.
Cheers, skipper
Not too many seem to follow DSCI (yet).
I started to buy in Jan. 2007, and my last buy was in Jan. 2011.
I like the latest analyst upgrade, but I think it was too modest. Even without DSC127 they would be a very profitable company longterm. With it, I believe it could go into several billion USD in market cap, not today or tomorrow, but in the next 5-10 years.
Now they have all the financing they need in place to bring DSC127 through phase 3; no partners needed! Once that is done, it can hit the market straight away, as DSCI has a sales network in place.
The share price should go to triple digits before 2015; assuming all pans out.
Almost 4 months since the news, and nothing happened. Thank you Frank, for not getting us anywhere over the last 2 years !!
Most of the Chinese small caps never make it to a PE ration of 20. If they make it to 10 that would be good already.
This is a different Linkwell
New company address:
18152 Frankford Lakes Cir, Dallas?-
For sale: $2,200
2 bed 2.5 bath
"Custom 2 bedroom also features study area, tons of storage, upgraded features,designer paint colors and luxurious feel. Two car attached garage and full ..."? scottoprime.com
What other undervalued stuff do you mean, that hasn't run yet?
The question is, can we trust management ?
Why do Chinese companies always have these surprises?
Can't trust management, nor the SEC filings.
Yet another Chinese company that can not get their book right. EPS just dropped significantly. This is overvalued, because
a) EPS is too low for a 2.5$ stock
b) management can't get the numbers correct
nice way to screw your shareholders on Christmas day !!
BSPM 56,189 traded in first minute. Down !! Wow !!
Did I say they were bad? They were just not as good as the Q2!!
But what about the comparison to Q2.2009, that is not that good.
Because they earned 0.17 $/share in Q2, and not only 0.13$/share
What about LWLL ? Trading at a similar PE than CYXN, with a market cap of $13.6 mio. They saw some good revenue increase over the past few years, but earnings did not improve too much.
However, their latest quarter had 1.35 cents/share in earnings.(2.16 cents/share for all of 2008!, about 1 mio for 78 mio shares, on revenues of only 2.8 mio). If they can ramp up revenues, they should make great earnings in the future.
Disinfection industry is still very small, so they might have some early mover advantage.
I see this for the long-term, at least into 2011 or 2012, or even later, depending how long it takes from the to finalize the development of DSC127.
Based on the investor presentation available from their web, their current 6 products (excl. DSC127) have a revenue potential between 58 to 145 mio USD. This alone should make them very profitable.
If adding DSC127, it could go up to between 158 to 395 mio USD. (all based in DSCI's own estimate).
If those numbers become reality, this is a 10+ USD share in the long-run, and possibly much higher still.
Next milestone will be the phase II results late summer/fall 2010, and any collaboration with a bigger name company.
I'll expect the price to hang around 40 to 80 cents for at least several more months, and I'll take the opportunity to buy more on the dips. My plan is to get as close as possible to 50.000 shares, but to spend no more than 27500 USD.
Thereafter I'll lay back and let the future take its run.
I bought in early and my average is 0.08. I planned to keep this a few years, and by then they'll be trading in a multi-dollar range anyway.
I assume they must have been setting this up over the summer, when CYXN was trading between 0.11 and 0.20.
In the last quarterly SEC filing they quoted 32,048,219 share count fully diluted. Add the new 6,676,770 shares makes 38,724,989 share count fully diluted.
Yes, it would be nice to have done the placement at a higher price, but how could they know the price increases from 0.2 to 0.7+ in less than 3 months?
If they keep growing revenues, which is to be expected, it won't hurt shareholders in the long-term.
I don't know of any Chinese OTC share that is trading at a p/e of 20. If they would make it to a p/e of 10, I would be happy.
Anything else is not realistic for 2010.
Adam Friedman Associates Announces Fall 2009 China Growth Conference
Wednesday, October 28 at the Princeton Club of New York
NEW YORK, NY--(Marketwire - 09/22/09) - Adam Friedman Associates (AFA), a leading New York communications consultancy specializing in investor relations and financial communications, today announced it will host its Fall 2008 China Growth Conference on Wednesday, October 28 at the Princeton Club of New York City, located at 15 West 43rd Street.
The conference brings together China-based growth companies and investors in a stimulating, intellectual and social environment. A select group of Chinese companies will present to an audience of some 200 investors, all of whom are specifically interested in Chinese securities.
Presenting companies
For Chinese companies, the 2009 China Growth Conference is an excellent way to expand equity ownership and help raise capital by networking with investment bankers, hedge fund managers, buy/sell-side analysts and other financial professionals.
Featured presenting companies include: China North East Petroleum Holdings Ltd. (AMEX:NEP - News), ChinaEDU Corporation (NASDAQ:CEDU - News), China Natural Gas (NASDAQ:CHNG - News), Hong Kong Highpower Technology Co. Ltd. (AMEX:HPJ - News), China Advanced Construction Materials Group, Inc. (OTC.BB:CADC - News), China Energy Recovery (OTC.BB:CGYV - News), Far East Energy Corporation (OTC.BB:FEEC - News) and China Agri-Business (OTC.BB:CHBU - News) among many others.
If they keep growing like they did in the past, they should trade a lot higher in a year from now:
Revenues[USD]...Earnings[USD].EPS[USD]..Shares.....Equity[USD]
2004:..4423000....502000.......0.01.....36273000..(367000)
2005:..5466000...(1211000)....(0.03)....41617000..2851000
2006:..7745000....534000.......0.01.....53098000..3946000
2007:..8128000....340000.......0.00.....73196000..5786000
2008:.11986000...1564000.......0.02.....75340000..8255000
First 6 months of 2009:
Revenues[USD]...Earnings[USD].EPS[USD]..Shares....Equity
2009:..6375000...1497000.......0.02.....77955000..8952000
Also an interesting observation is, that their operating costs went down from average of 2.9 mio USD (for previous 3 quarters (q3.08, q4.09, q1.09) to only 1.5 mio USD in the last quarter. If they can keep costs down and increase revenues they will increase their EPS nicely (last quarter had an EPS of 1.5 cents).
With growing living standards in China and increasing awareness regarding infectious diseases such as swine flu or bird flu, I believe they will keep growing much more and faster in the years to come. It is difficult to see how they could manage not to grow. As long as demand increases, so should their revenues.
They claim to have 56 different products including disinfectants in liquid, tablet, powder and aerosol forms. They claims to have approximately 6,000 active and recurring customers including hospitals, medical suppliers, and distribution companies throughout China, and to have over 20 distribution contracts with wholesale dealers and agents.
I had a bit of a discussion with someone regarding LWLL here:
http://investorshub.advfn.com/boards/board.aspx?board_id=9884
but he thinks it is a bad company.
I feel different. Do you own shares ?
If I am not mistaken, it started in 2007 and went into 2008.
In their latest quarter they made more than 1 mio income, about 1.5 cents/share.
In 2008 the Wharton-Fudan Universities worked with LWLL, do you think they would work for a scam company?
Do you think Ecolab would invest into a scam company ?
Taken from SEC 10-Q, 14.08.2009
MINORITY INTEREST
On February 15, 2008, we entered into a stock purchase agreement with Ecolab Inc., a Delaware corporation, pursuant to which Ecolab agreed to purchase and Linkwell Tech agreed to sell 888,889 of its shares, or 10% of the issued and outstanding capital stock of Linkwell Tech, for $2,000,000. On March 28, 2008 and June 4, 2008, Linkwell Tech received $200,000 and $1,388,559, respectively, from Ecolab. Linkwell Tech received the entire investment of $2,000,000 from Ecolab, including the $400,000 loan that Ecolab released to Linkwell Tech and accrued interest of $11,441. On May 31, 2008, the Company, Linkwell Tech and Ecolab entered into a Linkwell Tech Group Inc. Stockholders Agreement ("Stockholders Agreement"), whereby both the Company and Ecolab are subject to, and benefit from, certain pre-emptive rights, transfer restrictions and take along rights relating to the shares of Linkwell Tech that the Company and Ecolab each hold. From that day, the loan from Ecolab of $400,000 and accrued interest of $11,441 became investment and need not to be paid back. After this transaction, Ecolab became the 10% minority interest holder of Linkwell Tech. Because LiKang Disinfectant is the wholly-owned subsidiary of Linkwell Tech, Ecolab is also 10% minority interest holder of LiKang Disinfectant.
If you know the company well, did you speak to them ?
LWLL - anyone an opinion
it went from 0.03 to 0.20 sine February 2009. They will benefit a lot from the H1N1 disease.
Put out an interesting PR today (see below). Based on their potential they could be very undervalued.
Which is the Real Terminator of H1N1 Disease, the Antisepsis or the Vaccine?
Tuesday 09/01/2009 8:30 AM ET - Pr Newswire
Linkwell Corporation (OTC Bulletin Board: LWLL), a leading developer, manufacturer and distributor of healthcare-related disinfectants in China, put forward its worries about the trend of the misunderstanding concerning dealing with the spread of H1N1.
"Antisepsis is one of the most effective measures to prevent and control infectious diseases, and it will work best when used with the H1N1 vaccine," said Xuelian Bian, the Chairman and CEO of Linkwell Corporation, concerning the increasingly severe worldwide outbreak of H1N1 influenza. "Nearly all countries are making H1N1 vaccine production a top priority, which will bring some certain potential risks. With several years of experience in epidemiological research and infectious diseases in the Second Military Medical University, I am well aware of the current vaccine developments and production speed cannot keep up with the rate of virus mutation. In fact, the most economical and effective way to prevent the virus is to disinfect the breeding ground for pathogens, cutting off their routes of transmission by strengthening the personal hygiene, disinfection and isolation protection of susceptible people. The Chinese Ministry of Health has attached increasingly great importance to disinfection in medical institutions in recent years. At present, it is the Chinese masses that need to be educated about disinfection, so that more people know how to use antisepsis and health care products correctly."
Mr. Bian also commented, "To confront H1N1 influenza, Linkwell's 90%-held subsidiary, Likang Company, as a professional disinfectant supplier, contributes actively and responsibly. In the first half of this year, bottled disinfectants sent to most of hospitals around the country increased by tens of thousands, owing to the H1N1 disease. Due to last year's Wenchuan Earthquake in China, Likang was ordered by China's Ministry of Health to provide to the disaster areas a large amount of disinfectant, of which more than 400 tons were transported by air due to urgent need.
"We are carrying out R&D on new types of disinfectant to combat the influenza virus," Chairman Xuelian Bian emphasized, "Over the past few years, Likang has focused on the medical disinfection market in China, rejecting offers of cooperation from institutional investors who have wanted to invest in the civilian public health market many times. Nevertheless, the situation of the outbreak of infectious diseases throughout the world is becoming more urgent. China's 1.3 billion people make up a more than 30 billion market shares in the huge market of infection control. To Likang company, which holds a large number of civilian disinfection product technology patents, the decision to penetrate the civil disinfection market and other related markets will not only provide the most professional products and services to the whole community, but also lead to rapid growth and expansion for the company."
About Linkwell Corporation
Linkwell Corporation, through its 90% ownership of its subsidiary, Shanghai Likang Disinfectant Hi-tech Co., Ltd, develops, manufactures and distributes disinfectant healthcare products in China. Founded in 1998, Shanghai Likang Disinfectant Hi-tech Co., Ltd, has developed into China's top-ranked medical disinfection high-tech enterprise with several years' rapid growth. Formerly a Second Military Medical University-owned technology company, Likang always attaches great importance to the R&D and sales of new sterilization products. The company has obtained most disinfection product licenses approved by the Ministry of Health, and is equipped with the all the liquid, gel, powder and tablet production lines. The company is in possession of 12 patents and has 25 others in process, as well as a great deal of know-how. The company can put forward two to four new products each year. Being the largest provider of medical disinfection products and technical service providers, Linkwell has a national marketing and sales presence in more than 5,000 medical institutions, throughout all 22 provinces, five autonomous regions, and four special municipalities of China. For more information, please visit http://www.linkwell.us .
Anyone an opinion on LWLL ?
Market capital of USD 7 mio? And no revenues or anything else to show. Sounds crazy to me.
Will it get back to 50 cents ?
Bradford, can you please remove the sticky note on my post 80 ? Thanks.
Because not a lot of folks trust management. It is pinky world. Am I glad I sold out at 0.0060.
If it ever goes up again, it won't happen before 0.000x, if at all.
This one is a Delaware company
What does CNET stock mean ?
A few more days and it will be at 0.001x. To bad for the bag holders.
I sold out today, in the first few minutes. This company will go under. I don't believe the amount of cash they claim they have. How would they otherwise shut down?
Had some contact with the company, apparently annual SEC audit has started in Habin, I'll guess they would not do the audits if things were completely messed-up.
Longterm this can still work out. If the company goes belly-up, nobody wins.
What is the purpose of this e-mail ?
Why do they need to shut down operations, if they have about 5 mio in cash ?
I don't get it, just another scam ?
I thought so at $0.50 already, but it gets cheaper by the week. So I am not sure what tooooo cheap means. If there is no demand, the prices will continue to go down.