Hi Steven,

Yeah, I started buying this one at .71 and it was my largest position till this last few months of selling off happened. If memory serves me well, CKGT was scheduled to present at the Roth conference last year and cancelled at the last minute. It seems this year they decided against it from the get-go. Hopefully it's just managements' typical laconic approach to keeping investors informed and nothing more.

Hopefully by earnings they will have made some headway on securing more land rights. I seem to recall that with their currrent acreage only yields something like 15 thousand tons of cacti a year which strikes me as woefully inadequate given all their products and the immense market within and outside of China they say they are hankering after.

I just wrote Hawk Associates and will pass along what I hear if anyone responds.

Sorry, by the way, to hear that SRRY hasn't been doing well for you. When I first heard about that one I didn't have any money and never looked into it. Hopefully it will turn around and start doing what you originally thought it would.

Best,

Steve

Okay, earnings by March 31st. But I don't see them presenting at the Roth conference or the RedChip which is a bit disconcerting. The confirmed list of attendees for the Roth conference is here:

http://www.meetmax.com/sched/rcp310/~public/conference_companies.html?event_id=4890

Thanks Shermadog and Kuwlness. That explains it.

Earnings, conferences? Does anyone know when CKGT intends to post their actually earnings? Also, does anyone know if CKGT is participating in any upcoming conference(s) that might spark some more interest in the company?

Thanks,

Steve

Late filing? Could someone clarify for me the significance of CCME stating today that they have filed for an extension for reporting their 10-K yet nonetheless intend, apparently, to still hold their conference call and earnings release on the same day they'd previously said it was going to be? I would have thought asking for an extension would mean that they needed more time to get everything together and therefore would likewise need to push the earnings and conference call back as well.

Thanks in advance,

Steve

There's lots of recommendations on the CGS boards - some are more speculative than others. So there is no need to take this gamble and most don't.--Rich

That was a succinct way of putting it! Congrats, by the way, on PUDA coming around.

Steve

Hi Rich,

Thanks a lot for taking the time to respond. As usual, I found your comments helpful.

It seems we're in agreement that overall SIAF appears to be the better choice. That at least is what I read between the lines in your post. But at any event, it's the conclusion I came to a while back, and why I already have 12% of our port invested in SIAF.

Still, as you know, GCHT could prove to be a big winner. What I'm concerned about, even more so after the 10% drop today on large volume, is that even assuming it's a legitimate company, if their upcoming earnings report doesn't show enough proof of sales, the stock could drop considerably further, or simply be more or less dead in the water until another quarters earnings come out. Not the place I'd want to park our funds. And unfortunately, here at Ihub, Investorsvillage and Yahooo boards, there's not much conversation happening. Perelandra's post #261 back in late January notes that the company was "...estimating revenues and profits of $19.6 MM and $1.5MM respectively (for Q4 09). That is after ZERO revenues the previous 3 Q’s." Yet when I looked at the article from which this data was taken, those figures represent a dramatic reduction from what the company had previously guessitmated the Q4 numbers to be because they weren't able to secure financing to go forward with their plans. The original numbers they'd given were back then were "US$28.7 million and US$4.1 million".

http://finance.yahoo.com/news/GC-China-Turbine-Announces-iw-1115381518.html?x=0&.v=1

Noteably, in this same article it says they expect "to report year end results on its annual report due to be filed before March 31, 2010."

In looking over the Rodman Conference schedule, I see GCHT is supposed to present March 9th at something like 2 pm. That's about 2 hours from now, which means by the open of US markets on Tuesday their presentation will have already been made. The dramatic sell off today on big volume--relative to GCHT--just before their presentation doesn't look encouraging to me. Indeed, is smacks of info getting leaked. But maybe it's people just jumping ship due to the same fears I have about the company's short term progress not living up to their long term projections. Anyway, if you are anyone else gathers information from the Rodman Conference on GCHT I'd certainly appreciate hearing about it.

Thanks again for your thoughts on the matter, Rich.

Steve

to the lack of current day info on GCHT confeestimating that Yet it strikes me as more speculative. Indeed, I hope today's 10% drop wasn't the result of what they had to say at the Rodman conference in Beijing! I saw that they were supposed to present on Tuesday at about 2 pm, which translates to about 2 hours from nowbut I don't know how that translates intothe timeframes(The 10% drop on big volume was no funI've come tos it is, I already have 12% of our port invested in
SIAF. position in our port. Yet having a 12% position already, and thinking that things could turn out very well for GCHT if they can execute all their contracts, I was hoping to hearAs it is, I have 12% position in SIAF already, and, as this suggests, feel it has overall better prospects it has closer at hand prospects and potentially excellent long term prospects. Yet, clearly GCHTtend to think if the rumor about Belmont selling out is true that the stock will appreciate

Hi Rich!

Excellent summary on that linked post! Thanks a lot. I noticed, though, that the post you linked us to was from back in November and I seem to recall that you sold out of your GCHT position earlier this year when the share price was noticeably higher. Are you back in now? Or is my memory on the blink again? I believe you said you were concerned about how they were going to fund things going forward.

I'm out of money and therefore scrutinizing our port for possible sells. I'm tempted to shift my small position of GCHT over to SIAF since it seems the latter is apt to come off of the pinks relatively soon and then aggressively seek a Nasdaq listing. It also seems SIAF has more of a proven track recorded than GCHT. Still, GCHT keeps signing new agreements and will be presenting at the Rodman conferenece next week. Are we to expect some earnings by 3/15? I believe their first turbines were sold in Q4. Have you or anyone else worked up a recent guesstimate for what their upcoming earnings might look like?

Thanks again. I hope you're well.

Steve

Harleyman,

Thanks. I'm very pleased to know that we can expect an earnings report relatively soon; I'd thought for a moment that what you meant in your previous post is that it had already happened and it was so uneventful I completely missed it and all would-be investors just yawned and took a pass. I probably didn't use the right terminology when I asked my original question. At any event, if they file on time and have even a mildly positive earnings I would think it should jump nicely.

Florinda

"Don't hold a gun to my head for this date, but I think that is the date!"--Harleyman

I'm glad you said something as I was furiously rummaging through my closet looking for my damn revolver. I'm better now though thanks to your calming directive. How easy it is to loose it!

As for the 10k, why is it almost exclusively about 2007 and 2008 figures? I'm not--obviously--very familiar with reading and making sense of such documents. But I would have thought that a 10k published on 1/8/2010 would be about the results of 2009, not 2008 and 2007. It would seem the Q4 09 report is still not out and therefore has the potential to bring some life back to this still born investment.

Like you, I still feel the niche they're in has great potential growth, but it also seems they are struggling to find financing to keep everything going:

"Over the longer term, the continued revenue growth in our printing services business will require further capital investment. As China's banking industry rapidly modernizes, our customers demand additional product offerings similar to those available to the banking industry in Europe and the U.S. Our ability to meet that demand will determine the long term growth of our business."

Immediately, the development of these new products will require substantial capital investment. For that purpose, we are currently exploring financing possibilities, but have not yet received a commitment for the funds."

http://biz.yahoo.com/e/100108/xnyh.ob10-k_a.html

Yet, as I noted, since this report is almost exclusively about 2008 and 2007, I'm not sure what to make of this statement about funding in lieu of their current situation.

Anyway, apart from going back to their 11/16/09 10K filing, there seems to be no current data available. Any thoughts on the matter?

Thanks,

Florinda

Does anyone have a ballpark timeframe in which they expect XNYH post their most current earnings report? Is March 15th the last possible day for filings without requesting an extension?

Thanks,

Florinda

Burp,

First, thanks for all your posts on the ECSC board; I'm not a memember so I can't respond to those posts, but I nonetheless appreciate your active participation on that board.

As for XODGE, it's evident that someone dumped a bunch of shares near the end of the day (Tuesday) and the fast recover that thereafter ensued was quickly put out by more selling, hopefully from the same person who started the sell-off. Unfortunately, XODGE has been so thinnly traded with the bid/ask spreads often wide apart, that it seems a prime choice for dumping in this wave of panic. It would be nice if a handful of investors looked at the stock tomorrow as too cheap to pass up. We'll see.

Unfortunately the markets are apt to continue on a downward march given that I doubt many on Wall Street will like Obama's State of the Union address tomorrow night, and the reaction to it is apt to take a while to play itself out. With our ports already down significantly I'd love to be wrong.

I was glad to see that CKGT's good news today brought out more buyers than sellers as it suggests both that the market at large hasn't given over to fear completely, and that good news from XODGE and other ECSC's picks will be met in a similarly positive fashion. I'm especially glad that this recent spate of bad or unsettling news is coming down the pike before earnings. Perhaps the sun will come back out before too long.

Again, thanks for you contributions.

Florinda

CSykes: Thanks again for responding to my inquiries the other day in such a detailed and prompt way--it helped me consolate my thoughts on the matter and take out a full position prior to the CC call. Very help, and I appreciate it.

Florinda

Hi Blitzkrieg9,

I'm still in CAGC but am this very day thinking of selling out my last shares so I can replace them with SIAF. CAGC has done extremely well and I hesitate to sell despite the big run up because they continue to execute and the market is huge. If I had a ton of money I'd probably just let it ride because it seems like a fairly save investment that should continue to grow nicely. But I don't have a ton of money. As such, I'm thinking that over the next 1-2 years SIAF is apt to have a greater share price appreciation. CACG just finished expanding its capacity and I feel the current share price has probably priced that in by now given the current p/e is about 18 (according to Yahoo and Scottrade). Further, since they've already made it to the NASDAQ the uplisting effect has already played itself out.

SIAF on the other hand has a much lower p/e--I beleive someone just posted on the SIAF board that it's p/e was about 4, and is, I believe, growing faster: 50%ish versus 40%ish. Further, the stock price should get a boost when it moves from the pinksheets to that of OB status and then another boost when it, presumably, moves to the NASDAQ. The company itself is also more diversified than CACG while nonetheless remaining in Chinese agricultural section. So with SAIF as an alternative at hand it seems I should let go of CACG and put our funds in SIAF. This, at least, strikes me as a legitmate rationale for selling off our CAGC shares given our limited resources for investing. Indeed, I was coming to this board to see if there were any arguments to challenge this plan, most particularly to see if anyone knew why this stock has been running up so much lately. With CAGC's share price so markedly outperhforming CGA and YONG's, it made me think that some deal was in the works that had leaked out. Perhaps it has. But that strikes me as more speculation than the other points I mentioned. So I'm off to Scottrade to make the switch.

Florinda

"Tuesday IB had 40,000 short/shares available. Today 6,000."--Lucky Loser

This is a curious development. I wouldn't have thought people would short this stock until after they heard the CC on Monday. But, then again, I've loaded up before the call with the prospects that some positive developments will come to light. Selling the news in one thing; but shorting prior to the news is a lot more agressive. We'll find out soon enough which was the better strategy.

If I understood CSykes comments a while back, this stock has provided traders with ongoing good opportunities to make money from, presumably, selling the news and waiting to buy back in once the flurry of excitement over the news has subsided. Hopefully if there is some positive content given out on Monday the prospects of forward growth will mitigate how many traders pursue this approach. Yet still being a pinksheet stock it might be premature to expect such a slakening off. I'm content with the long term prospects. But I appreciate feedback like yours and CSykes that helps me become more cognizant of another strata of the game one can learn to capitalize on.

By the way, CSykes, thanks for that cryptic comment you made the other day on the ECSC board wherein you said something to the effect that day trading can't be taught: it must be discovered. And your further comment that one needs to approach such activity with a sufficient amount of capital to make it work. I found both these comments very helpful, and when one day our funds have grown sufficiently I just might dip my toe into that facet of the markets. In the meantime, though, I'm betting those guys who took out shorts on SIAF are not going to be lucky losers!

Florinda

CCGY: Fantastic news. Thanks Rkor!

Florinda

Thanks again, CSykes

CSykes,

Many thanks for your detailed comments. I very much appreciate your feedback and insights, not only about the significance of the fishery technology, but for putting into context the Q3 numbers versus forward expectations.

My attention did perk up when I read that the government had given SIAF the exclusive rights to that fishery technology. But I wasn't thinking, as apparently many aren't, that as a result they could, as you say, "in essence ... become the largest inland organic fishery operation in China (which has the worlds largest Aquaculture industry)." That's a helpful persepctive to bear in mind! We'll see.

On another note, as you well know, the recent PDF presentation states clearly that management is going to "aggressively" seek an uplisting to the NASDAQ once they get their accounting records in shape and get off the pinksheets. Do you have any sense of how quickly they might achieve that? I was thinking 9-18 months was a realistic rough guesstimate. But given your ongoing conversations with the CEO and the attentiveness you've given this company over the past year, I'd be curious to hear your thoughts on the matter.

Again, thanks a lot for all the helpful and prompt information.

Florinda

CSykes,

I've read through the presentation and have looked through a bunch of the recent news releases. I'm definitely sold on the story. Yet I haven't come across anyone crunching the numbers which I'm not good at. I was a bit troubled by the fact that an investor I have a lot of respect for, Kuwlness, just recently was pondering on whether or not the upcoming CC call will be a time to sell! And I also regard you as an astute and well informed investor and I thought, but now can't find, that I recalled you recently saying that you were not a buyer here having already made substantial gains from your fabulous entry price and riding on free shares. So while the story and growth prospects sound fantastic, I was hoping that someone had tried to piece together the revenue streams and came up with some growth, p/e and peg data to supplement the ideals being put forth by the company in the presentation.

Their Q3 numbers, for isntance, are certainly not eye popping:

"Gross profit during the same period was $9.1M, representing an 18% increase over $7.8M in fiscal year 2008. Net Revenue for the nine months ending was $4.2M, representing an 8% current gain over the $3.9M in fiscal year 2008. Earnings per share for the nine months ending were $.08 versus $.07 for entire fiscal year 2008."

http://finance.yahoo.com/news/Sino-Agro-Food-Inc-Announces-bw-746396992.html?x=0&.v=1

The diluted EPS they put forth on their presentation data look a lot better than the above as their unauditted 2008 was .07 (diluted) and their "pro forma"(?) for 09 is .13 (diluted) which is obviously close to a 50% gain which is a lot better than their Q3 numbers are showing.

Anyway, at my stage of learning there's too many variables for me to feel confident I'm giving them their proper due and hence was hoping some more exeperienced investors had delved into the matter and posted their findings and projections.

Florinda

Valuation? Does anyone have a link to a recent assessment of what one might reasonable expect the share price to move to within the next say 6-12 months? I'd be grateful for any clarification on this.

Thanks,

Florinda

LTUS, Excellent post CSP! Thanks a lot. I'll be adding some more today. Thanks, too, for all your good work here on the ECSC board, and to all the mods as well. Much appreciated. I'm glad I found this board as there are so many helpful and astute investors here willing to share their experience and knowledge so we all benefit and hone our skills, let alone grow our funds.

Thanks to all. And here's to a Happy New Year for the world over.

Florinda

CPS, Great, thanks a lot for specifically responding to that future guesstimate on PUDA's share price. I have a lot of respect for GorillaGorilla's work and I know he's been anticipating $20+ per share on PUDA in due time. But I always welcome mutltiple confirmations of such promising sounding target prices, especially from astute investors on the frontline like yourself! Thanks for taking the time to come back to that question.

Also, thanks for that chart and the note about the "golden cross", that is, the crossing of the 20 day moving average with that of the 50 day. With that cross-over at hand, it certainly is setting up for a sharp climb if the financial news hits the wires. Hmm.

Florinda

CSP, again, thanks for your kindly and prompt response. I had an eye towards that January 2nd "deadline" for PUDA and the idea that an announced financing deal could send the stock rocking. But Fernando's point that the 2nd might not prove to be a deadline seemed reasonable as well. More immediately, though, your note that any stock running for 7 days straight is something of an anomaly will take precedence for me at the moment. My hunch now is that Fernando will probably prove correct and if there's no announcement by the 2nd the share price is apt to fall a bit. As usual, a gamble. An announcement on Monday the 4th is certainly possible and more center stage as well--a fitting way to kick off a new year. I'll be watching on the 31st for a pull back. Again, muchas gracias!

Florinda

Thanks CSP for the quick response. I was going to buy some PUDA and stumbled upon that article which gave me pause. I know China can't do without coal for a long time. But with limited funds at hand I wondered if renewable plays like WEMU, GCHT, NFEC or CREG instead of coal might prove more lucrative. Are you seeing PUDA in the $20 range in 18-24 month range?

Thanks, Florinda

Should have included this paragraph from the article:

"As the country throws up more and more wind farms (with some in more rational locations than others), there are going to be some serious intermittency issues to deal with. That will require more baseload power. While nuclear and hydro can meet some of this demand, coal remains the go-to backup source. Even with this legislation in place, I would not expect coal-fired generation in China to decline any time soon."

http://seekingalpha.com/article/180139-china-ignores-the-cost-of-moving-away-from-coal?source=email

A worry for Chinese coal plays?

"China Ignores the Cost of Moving Away from Coal" by Toby Shute 12/29/09

"Perhaps you've heard the argument that the world needs to move from coal to renewables at any cost. China now appears to be applying this idea quite literally."

"In an amendment to a 2006 renewable energy law, the Chinese government has mandated that state-owned electric grid companies buy all of the renewable energy produced by generators, regardless of the price."

"Wow. And I thought U.S. refiners were getting a rough deal with the pending U.S. climate legislation. I would not want to own Huaneng Power (NYSE: HNP) in a world where the price for electric generation is suddenly irrelevant. No wonder the company trades near a multi-year low."

"Meanwhile, A-Power Energy Generation Systems (Nasdaq: APWR) and other wind players are likely to have a field day. Wind accounts for just 0.4% of China's power supply at present, but the country is doubling this capacity every year, like clockwork...."

http://seekingalpha.com/article/180139-china-ignores-the-cost-of-moving-away-from-coal?source=email

Thanks Wisc. I am on the one hand glad to see you weren't quoting a current press release. On the other hand, it's apparent that the company wasn't able to put together a current press release as their PR guy Ed said they were working on and intending to have out last week. Hopefully we won't have to wait until earnings to hear to get a progress report.

Florinda

Wisconsonstock2, can you provide a link for that quote you posted? I certainly hope this wasn't the press release that their IR man, Ed, told me they were working on. Choosing to put a press release out on a Friday, especially the Friday before Christmas, would seem a poor choice. If it's just an update, why not wait until Monday? At any event, it would be nice to know the date and source of the quote you posted.

Thanks,

Florinda

Unpredictable,

You'd said:

"In my discussion the indication was shares were much higher, earnings would approx 4-5 cents a share ..."

Can you be more specific about "much higher"? For instance, what figure were you working from when got the impression that the share count was much higher?

Thanks,

Florinda

Yeah, talk about a bonehead, I posted the email I'd received from the IR as soon as I read it and "then" went and placed and order to buy more! And lo, my order didn't get filled. We'll see what tomorrow brings.

Florinda

Yes, Kuwlness, I was very happy to hear this too. I hope they are able to follow through with a press release next week. The selling here has been way over done given the huge potential the new plant provides. Obviously, you're thinking the same thing.

Florinda

Good news on the CCGY front. I just emailed Ed at their IR firm and here's what he wrote back:

"Management guided the end of construction for Q3FY2009. They are currently testing all the equipment and expect initiate commercial shipments this quarter (Q4FY09). They think they can ramp up the specialty chemical part of the new plant to 50% of its 30,000 ton capacity by Q2FY10, and to 100% by Q4FY10. If all goes according to plan, they will deliver very attractive top-line growth in 2010."

"I am working with management to provide an update relating to where they are in the start-up of the new plant and hope to issue a press release next week."

"I hope this helps,"

Ed Job, CFA

CCG Investor Relations

1325 Avenue of the Americas, Suite 2800

New York, NY - 10019

Tel: +1(646) 213-1914

Cel: +1(646) 226-4927

Blackberry: +1(310) 467-9228

Fax: +1(212) 202-5295

Email: ed.job@ccgir.com

Good news on the CCGY front. I just emailed Ed at their IR firm and here's what he wrote back:

"Management guided the end of construction for Q3FY2009. They are currently testing all the equipment and expect initiate commercial shipments this quarter (Q4FY09). They think they can ramp up the specialty chemical part of the new plant to 50% of its 30,000 ton capacity by Q2FY10, and to 100% by Q4FY10. If all goes according to plan, they will deliver very attractive top-line growth in 2010."

"I am working with management to provide an update relating to where they are in the start-up of the new plant and hope to issue a press release next week."

"I hope this helps,"

Ed Job, CFA

CCG Investor Relations

1325 Avenue of the Americas, Suite 2800

New York, NY - 10019

Tel: +1(646) 213-1914

Cel: +1(646) 226-4927

Blackberry: +1(310) 467-9228

Fax: +1(212) 202-5295

Email: ed.job@ccgir.com

2050 energy plan revealed
By Zhang Yu'an (China Daily)
Updated: 2009-12-07 07:52


"China's top energy think-tank chief has outlined a three-step strategic roadmap for the development of the country's renewable energy resources through to 2050.

"Han Wenke, director-general of the Energy Research Institute under the National Development and Reform Commission, said: "By 2050, over one third of the country's total primary energy consumption should come from renewable energy. This is in line with the country's goal of fundamentally changing its energy consumption structure. This will contribute a great deal to environmental protection and help combat climate change."

"Han outlined three steps for achieving this 2050 target.

"By 2020, the country, through vigorously developing its renewable energy resources, should be able to supply the renewable energy equivalent of more than 600 million tons of standard coal to fuel its robust economic growth. This renewable energy should account for about 15 percent of the country's total primary energy consumption. By then, renewable energy will become an efficient supplementary energy source to the country's energy supply system. At the same time, the country will have developed mature renewable energy technologies and have created even greater scope for the further development of the sector..."

http://www.chinadaily.com.cn/bw/2009-12/07/content_9127229.htm

The article goes on to talk about wind energy which certainly gives more validity to an investment in GCHT:

"Between 2000 and 2008, China's wind power industry had witnessed an average annual growth of 52 percent, whilst its installed wind power capacity increased from only 350,000 kilowatts to 12.17 million kilowatts. This has made the country the world's fourth largest wind power producer, following the United States, Germany and Spain. "

"Over the coming years, the country is committed to building large-capacity wind farms in the northwest, north, northeast regions and the southeast coastal regions, where wind power resources are most abundant."

"Since 2008, the country has worked on plans to build 10-million-kilowatt level wind farms in the Inner Mongolia and Xinjiang Uygur autonomous region and the provinces of Gansu, Hebei and Jiangsu. "

A new XODG board has opened over at Investor Village thanks to Pappy, with a couple new voices chiming in.

Hi Cburg,

Thanks for the link to that report; I'll get to it when I have more time. Late Friday I wrote the company and their investor relations firm to see if they could shed more light on the company and it's plans. I haven't heard back but will report here anything worth hearing. Interestingly, on Friday their website was up and functioning, but at least one section that I looked at wasn't loading so I called it to their attention. Perhaps they listen to inquiring investors? Anyway, I sent my email to them at:

services@Xodtec.com

As for the IR firm, if that's the right way to describe Hanover Investment Services, their address is:

info@hanoverfinancialservices.com

Thanks again,

Florinda

Burp thanks a lot for bringing this one to our attention! I immedately liked the idea of it and jumped in. Thanks, too, Kuwlness and pnnymn for adding a bit more info on the company.

Has anyone contacted the company with any questions? I was a bit surprised when looking over the bios on their website for the top three people in the company that they didn't mention anything about where they got their training/schooling. I would have thought, in particular, that the CFO would have touted something along these lines. The most "accredited" sounding thing is this:

"From 1994 to 2000, Mrs. Che served as Audit Assistant Manager of Deloitte & Touche Corporate Finance Co., Ltd. She was in charge of auditing projects for Taiwan listed companies and involved in the project of the Dongfeng Automobile Company auditing in Mainland China."

I don't have any experience in these matters so perhaps such "creditials" are par for the course. I'd be curious, though, if any of you find this a bit odd.

Also, am I right to assume that Hanover Financial Services is their IR firm? From looking at their website:

http://www.hanoverfinancialservices.com/

They don't really look like, say, a Hawk & Associates type of organization. In other words, I didn't see XODG or any other business specifically mentioned on their website so it seems they might be a different type of liason for the company. Perhaps an email is in order?

I'm not up on my LED lighting, but this tidbit of information certainly sounds impressive:

"Xodtec group’s very own digital control chipset and remote control technologies is fully integrated with Internet, video conferencing, 3G communication systems, etc. Users can monitor and analyze utilization status of lighting equipments in real time. Corporate can thus save energy more effectively and achieve the goal of environmental and economic balance."

It seems from Burp's post about cities here in the US starting to up grade to LEDs that at least some of the features listed above have already become so to speak industry standards.

On another front, I recently read on the emerging small cap board that Xodtec's street lighting was supposed to be the best in the world. That stuck in my mind easy enough. But what I don't remember is if this claim was made by the company itself, or if it came from what appeared to be an independent agency not connected to Xodtec. Anyone remember?

I emailed a friend of mine to tell him about this company, and he asked me a few good questions that I couldn't answer. Perhaps someone here can?

Here they are:

"do they have the capcity or do they need to build new plants and such? how would they finance it? do they have any debt? cash etc? competition? surely there are some mega-cap companies - ge, honeywell, etc etc that can build these LED lights and sell them cheaper no? or is there something unique that they do, that no one else is currently making??"

It's perhaps foolish, but I've jumped in here with a 7% position and am inclined to add some more as my sense, like everyone here, is that this one could really fly. Still, I'd like to hear any thoughts anyone might have on any of these topics. I'm hoping as the price goes up I'll learn more about the company!

Florinda

Researcher59,

Do you have any sense of when XNYH will report their 3Q numbers? Your enthusiasm over the company yesterday increased the volume five fold. The company does indeed look very promising.

Thanks

Steve