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LHSI - Not sure of growth rate, but seems like it should be good for a double, if they were to earn their extrapolated .26 eps for the year.
LHSI - Hank I'm with you on this one. .13eps for 6 months, with a nice niche in Chinese child pediatric medicine.
if the warrants were efficient, they'd move to at least 2 x 2.5; not sure how solid that bid is on the CNDZF but it's nice to see.
CREG - released some today $2.45 from $1.75; nice gains. Newsletter tout hasn't come out yet, so could still go higher, but the profits were too much to ignore.
Nice update put out today clarifying (upping) contract amount and uplisting status.
http://biz.yahoo.com/bw/091015/20091015005972.html?.v=1
haha! I'm no prophet, but the TMI+ warrants have finally done what they were "supposed" to. Can't believe I stayed on the sidelines.
If the deal were truly a shoe-in, then the warrants would be trading at $2. Something else is going on! I really want TMI+ to work out because there are others in a similar situation.
joe, re:APRB
A quick look at their 8K's tells me that the share count probably indicates the post-reverse pre-merger shares. The PRE14c filing muddies the water for total share count substantially. I haven't gone any further, but I may since it looks interesting.
http://sec.gov/Archives/edgar/data/724915/000129092909000063/f14cinformationstatement2009.htm
Caught a mention on thestreet.com today:
http://www.thestreet.com/story/10611357/1/opportunities-in-cheap-china-stocks.html
TMI+ please help me understand what is going on with these warrants. I have followed them now for a couple months, and clearly they have traded with either some risk of cancellation built-in, or the deal getting voted down. BUT, if neither of those comes to pass, shouldn't they be worth well over $2 right now?
I don't buy the concept (not that you or anybody else has been claiming this) that they are simply mispriced or neglected. There is some real reason why they're down where they are.
Any ideas?
It'll only be a writeoff if you sell! Don't let NITE win!
Although, 2009 has been so good that a loss might not be such a bad thing, if all hope has been lost on this one.
CNDZF China Cord Blood to list on NYSE! Offering upped from $15M to $20M by Rodman/Renshaw per amended F-1:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=42523025
Amended F-1 filed today.
They upped the offering from $15M to $20M, and intend to list on the NYSE! Must be good demand for this....
We are offering ordinary shares. Our ordinary shares are quoted on the OTC Bulletin Board under the symbol “CNDZF.” On October , 2009, the last reported market price of our ordinary shares was US$ . .
We intend to apply to list our ordinary shares on the New York Stock Exchange under the symbol “[• ]”. It is currently estimated that the public offering price per ordinary share will be between US$ and US$
http://sec.gov/Archives/edgar/data/1467808/000114420409052921/v161765_f1a.htm
I like that number but how do u come up with it qhen the website says 60M?
Latest filing by SMCG indicates that it's trading at almost a 50% discount to its NAV of $3.48.
I'm long and willing to hold for higher valuation.
http://sec.gov/Archives/edgar/data/1358656/000091047209000701/ncsr.htm
SMCG - Indian brokerage/financial play should get some activity over IGC strength and general India bullishness. Per latest filing, SMCG NAV is $3.48, trading at 1.80 here.
My two picks for 5-10 baggers by the end of the year...seriously!
1) CWBYF (.012): In the final throws of their RTO with Colorep (www.colorep.com). Should come to a head by 10/31, per latest filings. Consumation of this deal has been postponed so many times that I have lost count, but each time the terms have gotten better and better for CWBYF shareholders. We're finally at the 11th hour, and CWBYF shareholders should benefit regardless of which way the RTO goes. If it succeeds (longshot IMO, but hopeful), CWBYF immediately becomes a HOTTTT green play, with the exploitation of Colorep's waterless dye system being an industry-changer. Another tidbit is that earlier this year Uber-green investment fund Quercus Trust (headed by Gelbaum) became the largest shareholder of Colorep, which in itself is a confirmation of the technology, but unfortunately also tells me that Gelbaum won't let the deal go thru. So if the deal falls thru, CWBYF gets ALL of the cash that it put in this deal from the get-go ($2M) AND THEN SOME, to the tune of almost .06/share by my calculations. It should be a win-win for CWBYF.
2) CNDWF (.281) - these are the warrants for a company currently trading on the .OB, CNDZF.OB - China Cord Blood corp. The common shares are pretty untradeable, with a spread of over $2.50 most of the time. But the warrants get some action most days, mostly on the sell-side! It's a little mind-boggling to me that the warrants seem underpriced compared to the common; the terms: Exercise price=$5, expiration 12/2010. Here's the kicker, beyond the fact that China's one-child policy will press any parents that can afford it into doing whatever they can to preserve a child's life; the kicker is that Rodman Renshaw is representing CNDZF to "bring them public" as ticker CCBB in a month or so. Rodman has been hitting homeruns lately with IPOs such as SKBI, LIWA, CAVO. The IPO, per the F-1 filing, is slated to be for $15M, which at current prices would amount to only about 2-3M shares...perfect for the low-float momentum crew. So in a scenario where CCBB comes public at $6 and runs to $8 (heck, SKBI has visited $22), CNDWF (which would likely trade as CCBBW) should track the common to the tune of $3+ when the stock is at $8. And from .281, there's your 10-bagger!
My two picks for 5-10 baggers...
1) CWBYF (.012): In the final throws of their RTO with Colorep (www.colorep.com). Should come to a head by 10/31, per latest filings. Consumation of this deal has been postponed so many times that I have lost count, but each time the terms have gotten better and better for CWBYF shareholders. We're finally at the 11th hour, and CWBYF shareholders should benefit regardless of which way the RTO goes. If it succeeds (longshot IMO, but hopeful), CWBYF immediately becomes a HOTTTT green play, with the exploitation of Colorep's waterless dye system being an industry-changer. Another tidbit is that earlier this year Uber-green investment fund Quercus Trust (headed by Gelbaum) became the largest shareholder of Colorep, which in itself is a confirmation of the technology, but unfortunately also tells me that Gelbaum won't let the deal go thru. So if the deal falls thru, CWBYF gets ALL of the cash that it put in this deal from the get-go ($2M) AND THEN SOME, to the tune of almost .06/share by my calculations. It should be a win-win for CWBYF.
2) CNDWF (.281) - these are the warrants for a company currently trading on the .OB, CNDZF.OB - China Cord Blood corp. The common shares are pretty untradeable, with a spread of over $2.50 most of the time. But the warrants get some action most days, mostly on the sell-side! It's a little mind-boggling to me that the warrants seem underpriced compared to the common; the terms: Exercise price=$5, expiration 12/2010. Here's the kicker, beyond the fact that China's one-child policy will press any parents that can afford it into doing whatever they can to preserve a child's life; the kicker is that Rodman Renshaw is representing CNDZF to "bring them public" as ticker CCBB in a month or so. Rodman has been hitting homeruns lately with IPOs such as SKBI, LIWA, CAVO. The IPO, per the F-1 filing, is slated to be for $15M, which at current prices would amount to only about 2-3M shares...perfect for the low-float momentum crew. So in a scenario where CCBB comes public at $6 and runs to $8 (heck, SKBI has visited $22), CNDWF (which would likely trade as CCBBW) should track the common to the tune of $3+ when the stock is at $8. And from .281, there's your 10-bagger!
I'm worse than an idiot because I keep adding. What can I say, I believe in the co.
The stock is another story however!
Nice move on 4x avg volume. Could make an easy case of it being undervalued at $1.50; let's hope I have a chance to make that case ;^)
The stock is telling me to buy it, but my brain tells me that millions of shares could hit the market at any time w/ the CEO gone. I'm waiting and will likely regret it. Focusing on CHBU instead.
CHBU: Don't see how much longer it can be ignored; over .60/sh cash and .07 trailing EPS. All the listed organic fert plays have gone parabolic
Continues to head higher; will be over $20 tomorrow (Tuesday)
Strong price and volume movement today.
With just about all of the listed China fertilizer stocks going nuts (CAGC CGA YONG), one would think that CHBU would be either on deck or in-the-hole.
Anybody have a current # for the float?
CHBU(.65) - China organic fertilizer co trading under cash; might get some action based on CAGC/CGA/YONG. Need to turn around revenues though...
CHBU(.65) - China organic fertilizer co trading under cash; might get some action based on CAGC/CGA/YONG. Need to turn around revenues though...
AMIN having a great day, presumably off of HMDI. HMDI went from sub-penny to .50 on Friday; .16 now, but AMIN owns 51% of the company merging w/ HMDI.
bert - got any DD to make your case?
OT: nelson, no! The profit was too much to overlook, but this would have been one case where greediness would have been rewarded.
An interesting side-angle on HMDI is AMIN. They own 51% of Delta, which is the company that is merging into HMDI. AMIN is a pretty good story in and of itself; check some good DD here: http://windough-shopper.blogspot.com/2009/09/investment-idea-amin.html
Owning AMIN was the reason I saw the HMDI news! Hopefully HMDI helps AMIN unlock some value, although the real-estate is the real draw to AMIN imo.
nelson, re: HMDI. HMDI was the first stock I have ever bought that was already up 5000%. I was laughing when I hit the buy button. Turned out OK, but I didn't think it would get to .50+ !!
10/09/2009 09:41:59 Bought 9650 HMDI @ 0.045 -441.25
10/09/2009 09:42:01 Bought 40350 HMDI @ 0.05 -2,017.50
WOW. It was found...finally.
Nice breakout today!
lost, re: what's next
I've been adding some CRTP today. Noticed a newsletter from investorplace touting CRTP as the next big battery play, set to go "from $5 to $15".
Don't know about that, but they're in the right place at the right time with a good niche (NOT lithium).
Also been buying CBTE who is merging w/ Chinese co. Shareholder meeting today was successful, so merger is going thru. Would expect a PR to discuss that sometime soon.
Also bought CREG today; put the pieces together from another newsletter teaser, and CREG is what they're going to profile. Carlyle a big investor/backer in CREG.
I have loaded up on CNDWF in anticipation of Rodman Renshaw bringing them "public" in a month or so.
So there are a few ideas :)
CAGC - banked nicely. Next!
CREG - OTC Journal is going to be profiling CREG next week. They only teased it but I put the pieces together. They highlight the fact that one of the largest investors in the world (Carlyle group) is a large investor & board member for CREG.
CAGC - what a great move. VMM had this one SO early.
CBTE - listened to shareholder meeting, and all items were PASSED. so this deal is going thru afterall, and it SHOULD allow for CBTE to retain nasdaq listing, as well as merge w/ highly profitable Chinese co. PR should be coming at some point.
db - I was just going to post on that! Who got those shares??? I have a bid in at .15; just missed.
swampy nice fill BLVT! looks like SALI back to sell more shares.