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I hope this is the beginning of a big run. It could easily be down 20 percent tomorrow, but I am optimistic.
The 90 million contract that followed was also nice.
That is good advice. I think tomorrow we enter into a 90 day window when either financials will be released or we go sub penny.
A year ago CJJD was at PPS similar to where FCPG is now. I am sure they had shorts saying it would never go up, but if they stayed short they got killed.
Happy New Years in China. Hopefully, new relaxed laws for on-line drug sales will reward FCPG stock holders in 2015.
This is not us, but again speaks to the size of the industry.
Kunming Pharmaceutical raising 1.25 billion set by the major shareholder sweep
http://www.yaoshang68.com/news/show-21495.html
Yesterday evening, Kunming Pharmaceutical announcement set by the program. According to the announcement, Kunming Pharmaceutical The non-public offering of A shares to raise total funds of 1.25 billion yuan, of which 250 million yuan for the controlling shareholder of Beijing Hua???Pharmaceutical Co., Ltd. held by the Company to acquire a 100% stake, with 490 million yuan in the modernization of Chinese medicine to mention two capacity expansion projects of investment, and the remaining 510 million yuan used to supplement working capital. The strong support from major shareholders but also to the set by the very force. It is understood that the company and its controlling shareholder of Chinese and western medicine Holley parent company holds a total of 19.32% stake in the company, after the completion of the non-public issuance of shares held by the company will reach 30.14%, the company's control will be further enhanced, highlighting the controlling shareholder support confidence in the company's development. Kunming Pharmaceutical side said that in 2010 and 2013, the good operating performance of the company, its main business revenue CAGR of 25.41%, net profit attributable to parent compound annual growth rate of 39.36%, total assets CAGR up to 26.79%, for the shareholders to bring a good return. Of course, given the increasing significance far beyond that. Controlling shareholder Chinese and western medicine injected by the non-public issuance of funds to the issuer, is mainly used to meet various business areas of the capital requirements arising from the development and further enhance the company's marketing capabilities and R & D capabilities, and choose through the strategic abroad M & A, and further expand the industrial field, to enhance the company's position in the industry and capital strength to ensure the company's growth rate is higher than the overall growth rate of the industry. In fact, the benefits set by the Kunming Pharmaceutical to bring obvious. Upon completion of the acquisition of Hua???, Kunming Pharmaceutical artemisinin business will have a complete industrial chain. Artemisinin, artemether production capacity of over 100 tons each, respectively, to form the world's largest production base of antimalarial drug substance. (And Reuters)
I just looked at today's trading. I couldn't male any sense of it. All sells and two trades for 1 share each. Maybe a good time to average down while someone has an interest in keeping it down.
Great article! Happy New Years!
CALL ME CHAMP: I won the JFFL Cup for my 12-Team fantasy football league. The prize money may mean another 10,000 shares or so are in my near future.
HUGE: 12 listed pharmaceutical companies to set up ten billion yuan fund acquisitions
http://finance.china.com.cn/industry/medicine/disj/20141224/2868335.shtml
December 18, Beijing University of Traditional Chinese Medicine announced that a subsidiary of Beijing Cancer Hospital, Peking University Medical control of the Company Management Ltd., Beijing University Medical Industry Fund Management Co., Ltd. intends to co-sponsored funds through the capital to buy a new milestone milestone Hospital Group and Investment Group, TU Yi capital, held by all or part of any healthy Chinese milestone Hospital Group shares, get 65% stake in a new era hospital group.
It is worth noting that the purchase of assets by way of mergers and acquisitions investment fund, in the A-share listed companies in medicine has become a trend. According to incomplete statistics, including the source of Concord , as one church , medical Dunlop , the constant group including a number of pharmaceutical companies are also involved in the establishment of an investment fund acquisitions.
Ireland eye???secretaries in an interview with reporters, said the acquisition of the target company by way of mergers and acquisitions fund, not only can the company successfully achieved by means of an external force development strategy, can also make these targets by directing funds operate more standardized, lower These are listed on the subject of future risks that may arise after the acquisition, and better protection of the interests of listed companies and investors.
Mergers and acquisitions over 12 billion yuan fund size
Mergers and acquisitions of listed companies has been a hot market. But for mergers and acquisitions, a number of listed pharmaceutical companies to take an indirect approach: namely through the establishment of buyout funds target acquisition, at the right time and then injected into the listed company.
According to Wind statistics, this year, as of December 18, A-share market, participation in the establishment of investment funds listed on the acquisition of pharmaceutical companies have PKU medicine, ophthalmology Ireland, as one church, Tat gene , pharmaceutical thousand sources , source Concord, medical Dunlop, Tiger medicine , the constant group, Dean diagnosis , Levin US Pharmaceutical , Kunming Pharmaceutical , Kin Man Group and so on. The size of this 12 buyout funds listed pharmaceutical companies have established more than 12 billion yuan. It is worth noting that some companies set up a fund for a specific subject, and some companies will set up a fund for a series of mergers and acquisitions.
According to Peking University Pharmaceutical Bulletin, initiated the establishment of the fund is intended to be legally contribute approximately $ 41,228,500 by way of foreign investment, through the purchase of a new era and a new era Hospital Group to increase investment group, uh Yi capital, Chinese health held in whole or in part Milestone Hospital Group shares, obtain milestone Hospital Group 65% stake.
Prior to the source Concord announcement that the company is at home and abroad to seek strategic investments and acquisitions significance to accelerate the pace of development of epitaxial subsidiary companies and the source of Concord Investment Management Co., Ltd., the decision raised no more than 1 billion Yuan funds involved in initiating the establishment of multi-branch buyout funds, through the integration of all aspects of the resources , make full use of fund investment and financing capabilities, acquisition, holding or shareholding companies at home and abroad in line with the development strategy of the project to accelerate the company's downstream industry chain layout. M total fund size of 50 billion, it is understood that this is currently listed pharmaceutical companies in the largest buyout funds.
Help reduce the risk of M & A
It is worth noting that the purpose of the acquisition of some listed companies to set up the fund, is a listed company in order to find a better acquisition target.
Ireland Eye released in March of this year "on the sea front and Shenzhen Oriental Venture Financial Holdings Limited jointly set up the acquisition fund industry consolidation announcement, "intends to use its own funds to 20 million yuan in Shenzhen before the sea Orient Venture Financial Holdings Limited co-sponsored the establishment of the East Irish Sea Shenzhen before the medical industry buyout funds, as specializing in eye care services industry merger integration platform investment fund size of 200 million yuan. In December this year, the company has issued a "health and Yu Dazi in venture capital fund jointly set up M & A investment funds industry consolidation announcement." This time, the size of the fund to expand to 10 million.
In this regard, Ireland Eye secretaries Wu Shijun said that the fund set up earlier this year and Oriental Holdings has now completed the basic cast, voted in 10 projects, the development of good. So, they set up a scale of 1 billion yuan fund in December.
Why take for enterprise development through fund model problem, Wu Shijun said the company has been set up to take mode buyout funds, mainly based on two considerations. First, the company's development strategy; the second is the special nature of the pharmaceutical industry investment.
"The company phased strategic goal is to cover most of the prefecture-level cities, the layout of 200 eye hospitals in 2020. To this scale, the company believes its investment team alone is not enough, we passed with professional investment team, with their force search for the right eye investment targets. At the same time, they also raise social capital, which would also enlarge the investment of resources, "said Wu Shijun.
??? also said that with the actual situation of the medical industry, a lot of mergers and acquisitions are not the subject of a high degree of specification. "We buyout funds, you can make these the subject first specification, so that the development of these projects at a relatively high starting point in the future if the income of listed companies can achieve seamless integration
What do you think of this page that popped up today?
http://www.wealink.com/gongsi/jianjie/1111142/
Mick: What does your graph indicate to you?
I remain optimistic because every article I read about the pharmaceutical industry in China has an extremely positive outlook. All are predicting the industry as a whole in 2015 will experience rapid and extremely profitable growth. If that is the case, FCPG only needs a fraction (and report it) of market share to create a huge upside for our investment. If they turn out to be an industry leader, then the returns could be astronomical! The bottom line is it is both fun and wise to have a portion of your investment dollars in something that has the potential to explode.
Where did you find this and what does it mean?
Great post David! Although nearly the entire year has passed without anything positive (PPS wise) happening with FCPG, it is great reminder that we are already the lucky ones to be in a position to have money to invest and dream.
This is an interesting current article on the industry, but hard to follow at times because of translation.
Horse riding Manniu seeking investment value of pharmaceutical stocks appear
http://money.21cbh.com/2014/12-15/4NMDA2NzZfMTM1NDI4NQ_2.html
Anyone have any idea what this excerpt means when it talks about financial restructuring?
In addition, this year there Peking medicine, Xin Fu medicine, haipurui, Southwest Pharmaceutical, North Pharma, medicine and many other pharmaceutical Dikang listed companies were restructured. As of press time, the source of Concord and Kunming Pharmaceutical involving two listed pharmaceutical companies in the suspension of a major asset restructuring.
Complete failure, my question at the of the article was removed. Hmmmm I wonder what that means?
New Method for Info: I just started using Google translate to ask question about Kunming Pharmaceutical Co., Ltd. Xinyuan Church in Chinese pharmaceutical articles.
Extensive Expansion in 2015 Expected
The below article talks about the expected financial outlook for the pharmaceutical industry in China for 2015. Kunming Pharmaceutical is said to have extensive expansion. Again, I am not sure if this is us.
http://www.hmj666.com/covernews.php?nid=29997841
2015 pharmaceutical and biotech industry investment strategy: accelerate change policy, investment subject of concern
Cinda Securities research report content summary
Pharmaceutical industry overall slowdown, policy changes to accelerate. With the new medical reform policy dividend diminishing marginal benefit, while Medicare control costs, the tender price, anti-commercial bribery and other factors affecting the hospital administration terminal, in 2011 the overall growth of the pharmaceutical industry began to decline year by year, has entered the stage of steady growth; we expect 2015 annual industry revenue, profit growth will be maintained at between 12% -15%. Policy level, the current provincial-based drugs, non-tender-based medicine is still behind the market expected, next year is expected to speed; at the same time, in 2015 drug price reform, public hospitals centralized procurement, online sales of prescription drugs and other related documents, in contrast, the policy side of the pharmaceutical industry ushered in a period of change accelerated.
Agency for the pharmaceutical sector as a whole with Ge high proportion of small ticket already lofty. 2014 increased differentiation within the plate, low market capitalization and high valuations of small ticket being sought, and large-cap, the traditional white horse stock valuations are underperforming; ending December 5, the average increase of 5 billion market capitalization below the company's reach 58.6%, the average rose more than 100 times the valuation of the company reached 57.3%. As of the third quarter of this year, various agencies with Ge proportion to the overall pharmaceutical sector at a high level, especially in the fund (including social security funds), insurance, private equity and other institutions, with Ge proportion for the pharmaceutical sector has reached 9.3%. In late November, the market quickly rebounded, quick release plate high valuation premium fell to 249%.
Increased differentiation in the industry, investment concern a variety of subjects. Fundamentals combined with the industry, the proportion of positions and funding needs policy side, as well as organizations, we believe 2015 should continue to focus on a variety of subjects of investment: 1, Shanghai and Hong Kong through related stagflation White Horse Unit (eg: Tong Ren Tang, Yunnan Baiyao, Pien Tze Huang etc.); 2, pharmaceutical-related business electricity supplier ahead of the layout (eg: as one church, CONBA, Kyushu, etc.); 3, the medical device industry, high economic (eg: medical Dunlop, nine strong biological, medical, and other yet-wing) ; 4, extensive expansion (eg: CONBA E5 Xin Fu, Kunming Pharmaceutical, etc.).
Maintaining the pharmaceutical sector rating of "promising." Recommended Company CONBA ("buy"), as one church ("buy"), Tong Ren Tang ("buy"), Ling Rui Pharmaceutical ("buy").
Risk Warning: drug price adjustment than expected; adverse reactions, negative news and other unexpected events.
Cutler Benched. Now do I stick with the Seahawks defense against the Cardinals and their 3rd string QB, or do I go with the Lions defense against a second string QB with no experience? Two really good options to have in the playoffs.
Congratulations for reaching 1 million shares. I am hoping something that I can reach 100,000 before financials pop.
That was a great Ramble. You can Ramble anytime.
Prediction: Financials will come with large reverse split
I think there is a strong likely hood that shortly after financials release FCPG will undergo a large reverse split just as SIAF did yesterday.
Benefits:
- Avoid FCPG shares being classified as a penny stock,
- Satisfy one of the listing requirements of any U.S. main board stock exchange,
-Attract investors, particularly institutional shareholders, and
-Enable Swedish brokers to accommodate trading of FCPG shares.
The only downside of split is we would all own significantly less shares. However, FCPG would become a super low float stock.
Congress just banned the federal government from interfering with state medical marijuana laws
http://redalertpolitics.com/2014/12/14/congress-just-banned-federal-government-interfering-state-medical-marijuana-laws/#pqIaiSCkGpMvE74Z.99
Dispensaries in the 23 states that have legalized medical marijuana can all breathe a sigh of relief. The massive “Cromnibus” spending bill passed Saturday night includes an amendment that essentially shuts down the DEA’s pricey prosecution of state-sanctioned medical marijuana.
The amendment bans the Justice Department from using funds to “prevent [medical marijuana states] from implementing their own State laws that authorize the use, distribution, possession, or cultivation of medical marijuana.”
The bill now awaits approval from President Obama.
The Obama administration has regularly raided and prosecuted medical marijuana dispensaries regardless of state laws. According to a study by Americans for Safe Access, the administration has spent $80 million each year prosecuting medical marijuana, amounting to $200,000 every day and $300 million since Obama took office.
The amendment won’t eliminate all the legal problems medical marijuana producers face due to federal marijuana prohibition. It does not address banking issues that prohibit them from depositing their profits, for example. But advocacy groups are hailing it as a significant step in the right direction.
“The federal government will finally respect the decisions made by the majority of states that passed medical marijuana laws,” Rep. Sam Farr (D-Calif.), a co-sponsor of the amendment along with Rep. Dana Rohrabacher (R-Calif.), told The Huffington Post. “This is great day for common sense because now our federal dollars will be spent more wisely on prosecuting criminals and not sick patients.”
The amendment will also shield industrial hemp production from the DEA. Industrial hemp production is legal in eighteen states and has been approved by the Obama administration, but just this year the DEA seized hemp seeds intended for a legal research program.
A majority of Americans support leaving marijuana laws up to the states, according to a recent study from Third Way. 78 percent support legalizing medical marijuana, and 67 percent support granting states who pass legalization a safe haven from federal laws. 60 percent prefer state control over marijuana legalization, rather than federal.
Meanwhile, the fate of weed in Washington D.C. post-Cromnibus remains in question. A group of congressmen banded together to quietly include a measure intended to freeze D.C.’s legalization by pulling funds to enact it.
But now some lawmakers think there’s a loophole in the language that could end up making weed even more freely available in the District.
“Based on a plain reading of the bill and principles of statutory interpretation, it is arguable that the rider does not block D.C. from carrying out its marijuana legalization initiative,” said Del. Eleanor Holmes Norton (D), speaking on the House floor last week.
Instead of blocking legalization, some now argue it would allow legalization to move forward but prevent enacting regulation to go along with it—leaving marijuana legal but unregulated.
Read more at http://redalertpolitics.com/2014/12/14/congress-just-banned-federal-government-interfering-state-medical-marijuana-laws/#Y3wlXWpQKdOo7usa.99
I agree FCPG could be targeted for a buyout. However, we we continue to put our expectations on what should happen with FCPG based on our experiences with investing in the United States. I think we should be cautious about that because the reality is China is a totally different economy and has vastly different political structure.
Adding 50 more sales reps likely means FCPG has already seen positive results from the sales they recently hired.
Thank you!
Your frustration is understandable and many of us are in the boat with you. I'm frustrated, but very hopeful, and my cost basis is only .055. Ben in for about a year and half and averaged down recently.
I agree with you that FCPG has been pumped and dumped, but not recently. The excitement currently around this company is based on the research that has been done by a very few active participants on this board.
We found our shorter. Thanks for revealing yourself.
Hey Novice,
I have a couple friends that said they are interested in putting in about $1,000. Any chance you can compile a list of links to your more pertinent research that I can share with them?
The board certainly has died down. I guess our wait and see game continues.
I'm wrong again. It's tanking after hours. Investors more focused on missing EPS by .03 than the 30 percent increase in revenue.
Nice run at the end of the day and great numbers should make a strong open tomorrow. With growth numbers like this, ANIF is a $100 stock in my books, but I am horrible at predicting future values.
Second Quarter 2015 Financial Highlights versus Second Quarter 2014:
-- Revenue grew 30.9% to $141.4 million compared to $108.0 million in the prior year
-- Adjusted EBITDA increased 39.4% to $19.7 million compared to $14.2 million
-- Adjusted EBITDA margin increased to 14.0% percent of sales compared to 13.1%
-- Adjusted profits after tax increased 66.4% to $10.6 million compared to $6.3 million
-- Adjusted earnings per share was $0.29 compared to $0.18
Financials are released later today. Many are expecting good numbers. The stock is on a run so far this morning.
Bring on Monday. Nothing good is going to happen with this stock on Sunday.
Today was one of the better days in a long time for NES. Hopefully it is the first of many more to come
Hey David,
Here is a link to the Chargers Stadium Article I contributed to.
The Stadium Debate: Thomas Powell, Derek Togerson, Dan McLellan, David Frerker and Booga Peters
http://boltblitz.com/?p=13594
At .055, I am .001 in the green. Not that it matters, but fun to say your jot n losing you A$$ thanks to averaging down.
If they purchase the warrants does it send the PPS to that price?
I am not an expert on this stuff. What would be the impact if these come into play?