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Agreed. So much more going on behind the scenes. Excited to learn more about it all. In the meantime, let's just say it serves us well in reducing the margin of error ;)
That was me, adding to my stash before the weekend..
Sure hoping John will release the kracken next week!
Best indication of ROOM's value => Press Release in 2012
Let's say this $25M valuation is being merged into MSMY...
Current OS of 748 M shares puts MSMY over $0.03/share
And if we assume ROOM grew at 10% CAGR since 2012...
Fair value would be north of $40M - over $0.05 per share
That's over 500% ROI from these levels - not too shabby!
Good to see you here, brother! You've been awfully quiet this month. Knew you would come back in good fashion ;) ANDI is right up your alley
Nicely done Mr. Max, you certainly did deliver on that big bang of a press release you promised us!! Congrats to all who got onboard this rocket ship to pennyland
Aye Aye, Captain Mav!
Ready for Take Off...
Never seen anything quite like it..
$22 billion in assets is gigantic!
http://www.yenibakisgazetesi.com/gifa-green-islands-finance-ltd/5978/
With a shell valued at $8 million..
Upside potential is humongous!!
It was reported in December that the Long Star facility in Guangxi (which is 37% owned by ZJMY) "has basically completed the first phase of investment, put into the facility into operation this year, more than 4,000 units have been sold, and the next two are the inputs of the four major processes, making it a good base for us to later market for export to ASEAN." (Source)
Let's safely say each car was sold for at least $5000 x 4000 EV units = $20M sales x 37% equity share = $7M revenue generated by ZJMY in 2017, from that one (out of five) manufacturing facility in China
Not bad for Year 1 of Commercialization! Imagine what the Annual Report will look like in Year 10?? With this rate of topline growth, it feels we're in for some nice earnings surprises as the commercialization story unfolds...
At least 30% of China population is mid to low income.. That's 400+ million people
If only 10% of these people were in the market for $5000 EVs, the low-end market size would be in the $200+ billions
Glad to see others crowd into the high-end market, leaving the low-end untapped for ZJMY to pick more low-hanging fruit
Especially as Xi Jinping is cracking the Communist whip on local governments to develop their economies with greener grass and bluer skies :)
Thanks, partner! Longs are learning the Art of War ;)
“As swift as wind, as silent as forest, as fierce as fire, as unshakable as mountain” Sun Tzu
P.S. Forgot to thank you, but I previously bookmarked one of your charts...
http://stockcharts.com/h-sc/ui?s=JBZY&p=D&yr=0&mn=8&dy=0&id=p36505826604&a=554463433
The undertoe on this rip current is so strong that the next wave may come in the form of a tsunami that will blow the roof of the Richter Scale! :)
Marketing Strategy of JBZY vs NIO?
A few potential reasons why NIO has a far better website than JBZY…
1. BUSINESS MODEL
NIO is a pure-play provider of EVs. It has partnered up with state-owed JAC Motors to manufacture EV products. JAC provides its OEM capabilities to manufacture high-end EV products that are branded and marketed by NIO (Source)
JBZY is more of a multi-play provider of batteries and EVs. As a provider of batteries, it has partnered up with state-owed Chery to manufacture SUV products. JBZY supplies batteries for EV products that are manufactured, branded and marketed by Chery (Source).
2. TARGET MARKET
NIO targets fast-speed SUV product to high-end markets. It is penetrating the market from the top, and thus considered more of a competitor to TSLA (News)
As a provider of ZJMY-branded EVs (through its partnership with Long Star), JBZY targets its low-speed EV products to low-end markets. It is penetrating the market from the bottom, thereby reaching out to a different audience
3. MARKET AUDIENCE
NIO has mid to high income customers who are less price sensitive and put more value on branding. Generally speaking, they have to better access to internet and tend to spend more time online.
As a provider of EVs, JBZY has mid to low income customers who are more price sensitive and put less value on branding. Hence it might make more strategic sense to prioritize alternative marketing strategies, such as rebranding a train that carries commuters up and down China (Source)
4. R&D CULTURE
NIO had a more market-based R&D evolution, founded by internet entrepreneurs with online businesses focused on the automotive markets. It’s core DNA is Internet technology. (Source)
JBZY had a more government-based R&D evolution, founded by academics and researchers of state-owned universities and local governments. It’s core DNA is EV battery technology. (Source)
5. INVESTOR RELATIONS
NIO is backed by established brands (such as Tencent, Temasek, Baidu) which have strong market relationships that provide for more “front-door” access to customers
JBZY is backed by discrete brands (such as Jinbo Group, Long Star) which have strong government relationships that provide for more of a “back-door” access to customers
Certain minds think alike ;)
Words of Wisdom
Comparable analysis of JBZY vs NIO?
At a thousand foot level...
1. PRODUCT
NIO developed 500km high-end SUV with fast-speed mobile charging and battery swap suppport systems (source)
JBZY developed 200-300km low-end EV and 500-600km high-end SUV, with fast-speed battery swap and recharge support systems (source 1 ; source 2)
2. PRICING
NIO priced its high-end SUV at $67,783 (source)
JBZY priced its low-end EV at $5000-7000 (source) and its high-end SUV at $44,000 (source)
3. GEOGRAPHY
NIO has 1 x manufacturing plant in Jiangsu Province (source)
JBZY has 2 x manufacturing plants in Guangxi Province, and 4 x partner manufacturing plants in Liaoning, Jiangsu, Shandong, and Shaanxi Provinces (source)
4. OUTPUT
NIO has capacity to build 280,000 high-end SUVs in Nanjing plant (source)
JBZY has capacity to build 300,000 low-end EVs and 150,000 high-end SUVs in Guangxi Provinces, not to mention the 100,000s of capacity from other partner plants (source)
5. INVESTORS
NIO has partnered with Tencent, Baillie Gifford & Co., CITIC Capital Holdings Ltd, and China Asset Management Co. (source)
JBZY has partnered with Jinbo Group, Chery, Long Star, and perhaps Guangxi government and others like Brouchilde or Rothschild? (source 1 ; source 2)
All in all...
NIO has developed a product of comparable quality and might have somewhat of an edge due to its investor base and media relationships (Tencent, Bloomberg etc)... but it seems JBZY may have relatively more market potential in terms of the diversity of its product offering, competitive pricing, production capacity, and geographic footprint.. That said, time will tell who will lead the other in disrupting and penetrating the massive EV market in China!
Glad to see here you, DJ! Same band of brothers and sisters locking up this float.. Loaded some 0.002s, see you up there in the pennies brother ol' pal!
A/D line breaking out with strength!
Ahead of the CES Show next week...
Smells like CEO is soon to live up to his word, announcing the telco partner for the Super Router (as stated at 1:30min)
That makes 3 of us ;)
JBZY has trialed, tested, and trained our patience.. making us all the more adapted to seeing through this metamorphosis of FRFS into GIFA.
Comparatively speaking, this FRFS shell is better than DOLV in various ways: (i) the share structure is much smaller and tighter; and (ii) the shell itself is said to have been kept very clean and unsullied by previous management (read this post)
Cheers to another wonderful risk/reward opportunity!
DD for NEWBS..
Firefish (FRFS) shell was GIFA acquired in Oct-Nov 2017
https://www.otcmarkets.com/stock/FRFS/profile
very thin stock - said to have 500M AS, 160M OS, 61M float
Best indication of GIFA's enterprise value => Press Release
Let's suppose this value is being merged into FRFS...
$700 million for 30% implies $2.3 billion for 100%
Current OS of 160 million shares puts us at $14/share
Fully diluted AS of 500 million puts us at $4.6/share
P.S. Here's some links if you want to look into DD...
Cached/leaked PR "GIFA buys FireFish"
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137087038
YenisBakis PR "GIFA Goes Public in the U.S."
http://www.yenibakisgazetesi.com/gifa-abd-borsasinda/25050/
Certificate of Amendment (creds to Rainmaker)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=135532554
ScotlandYardNews
http://www.scotlandyardnews.com/haber/gifa-holding/
Yandex Turkey
https://www.yandex.com.tr/search/?text=gifa%20holding&lr=11508&p=0
Ilhas Haber Ajansi
http://www.iha.com.tr/etiket-gifa-holding/
Google News
https://www.google.com/search?q=%22gifa+holding%22&tbm=nws&ei=nPEzWvCYFMOzmwGfkJ6ADQ&start=0&sa=N&biw=1922&bih=952&dpr=1
Agreed, JD... No need to get ahead of ourselves
Needless to say that it would be ideal for the red curtain to open up on 12/28 and the rocket ship to launch on thin air into the outer space!
But with that being said, let us be realistic...
We don't know yet how far GIFA has progressed in processing the Corporate Action with FINRA for approval of new name and ticker. Nor do we know whether GIFA intends to release any filings or news in the U.S. prior to receiving approval and completing this Corporate Action.
Hence, perhaps it would be most prudent to be patient and open-minded to the uncertain timing of events, no need to set speculative expectations and hold ourselves up against them.. only to become discouraged when reality doesn't follow through in accordance with them!
Some of the best things in life happen unexpectedly..
Walk by faith, not by sight.
Sincerely,
d.
DD for NEWBS..
Firefish (FRFS) shell was GIFA acquired in Oct-Nov 2017
https://www.otcmarkets.com/stock/FRFS/profile
very thin stock - said to have 500M AS, 160M OS, 61M float
Best indication of GIFA's enterprise value => Press Release
Let's suppose this value is being merged into FRFS...
$700 million for 30% implies $2.3 billion for 100%
Current OS of 160 million shares puts us at $14/share
Fully diluted AS of 500 million puts us at $4.6/share
P.S. Here's some links if you want to look into DD...
Cached/leaked PR "GIFA buys FireFish"
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137087038
YenisBakis PR "GIFA Goes Public in the U.S."
http://www.yenibakisgazetesi.com/gifa-abd-borsasinda/25050/
Certificate of Amendment (creds to Rainmaker)
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=135532554
ScotlandYardNews
http://www.scotlandyardnews.com/haber/gifa-holding/
Yandex Turkey
https://www.yandex.com.tr/search/?text=gifa%20holding&lr=11508&p=0
Ilhas Haber Ajansi
http://www.iha.com.tr/etiket-gifa-holding/
Google News
https://www.google.com/search?q=%22gifa+holding%22&tbm=nws&ei=nPEzWvCYFMOzmwGfkJ6ADQ&start=0&sa=N&biw=1922&bih=952&dpr=1
A gift of epic proportions!
That's assuming the following..
30% of GIFA was valued at $700 million in 2016 (source)
which implies $2.3 billion total enterprise value for GIFA
Current OS of 127 million shares puts us at $18/share
Fully diluted AS of 500 million puts us at $4.6/share
That's a minimum ROI of over 100x from these levels!
Time will tell what the future has in store for us...
Choi - I assume you still have FRFS shares locked and loaded?
Not sure if you saw this PR, worth sharing in case you haven't..
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=137123683
Not as sexy as JBZY, but somewhat similar risk/reward profile!
Preaching to the choir, no doubt. Merry Xmas to you and yours.
Sincerely,
d.
Nice find! Thank you.
The best indication, so far, of GIFA's enterprise value..
"GIFA will grow even bigger. We are a very strong company with an international network as GIFA, and many of the activities that we have already carried out are off-island activities, especially in the recent times, especially from Iranian businessmen, we were asked to sell us shares and after we evaluated these offers we got a sales decision of 30 percent. After the sale, $700 million dollars will be transferred to GIFA Holding, which will add even more power to the existing power."
Source => http://www.oncevatan.com.tr/guncel/gifa-holdingden-700-milyon-dolarlik-dev-hamle-h92413.html
Let's suppose that this value is being merged into FRFS...
$700 million for 30% implies $2.3 billion for 100%
Current OS of 127 million shares puts us at $18/share
Fully diluted AS of 500 million puts us at $4.6/share
Needless to say, the upside potential is simply outstanding!
Amen
This old news seems to have been reposted, perhaps to cover up for this inadvertent leak - i.e. "Breaking news: GIFA, Inc. buys Firefish" that was released 8 days ago but then immediately removed before made it out to the masses...
Google Search
The full article can be read at this link...
Cache Article
Very interesting content, to say the least!
GIFA’s General Manager, Ilksen Yesilada confirms, “Yes, we are now the owners of FRFS. We chose this shell as a quick means of entering the US Stock Market and plan on immediately uplisting to a more reputable exchange such as Nasdaq”.
Following the purchase of FRFS, Yusuf Kisa has changed his former brand name, Gifa Holding, into the multinational financial corporation, GIFA, Inc..
With over 20 sub-companies, the already successful Gifa Holding was an international consultancy, arranging loans for businesses across the globe. While keeping its consultancy department, the new GIFA, Inc., will offer a range of additional financial services.
Although GIFA entered the US Stock Exchange last month, the company will start its new vocation once the construction of its headquarters in Lefkosia is complete. Kisa reveals the 4-storey building will be open by the end of December and furnished with all the latest technology and equipment. An excess of 300 staff will be employed.
Nice find! Many thanks.
Sounds like this quiet period is soon to end... "Although GIFA entered the US Stock Exchange last month, the company will start its new vocation once the construction of its headquarters in Lefkosia is complete. Kisa reveals the 4-storey building will be open by the end of December."
Back atcha, buddy ol' pal.. Warm wishes to you and yours! See you next year, the year of the Dog aka the year of Action! A symbolical and opportune year to make it rain like cats and dogs ;)
You know it, Nav! What will happen after listing? Why 2018 is the original stock investment year! Jinbo Group is now rapidly transforming, upgrading, and paving the way for publically listing its group of companies.. Load up your boats with original stock before it increases many many fold - much like Alibaba, Tencent, Baidu, and others did!
http://www.jingtezmt.com/baorun/wap_doc/6702865.html
Nice find! Thank you, SF.
Yeah a bit outdated. But still valuable to see GIFA making progress from planning a project to carrying it through to execution phase.
P.S. If you need further confirmation of alternative media channels to the Scotland Yard News site, you can find plenty at these links...
Yandex Turkey
https://www.yandex.com.tr/search/?text=gifa%20holding&lr=11508&p=0
Ilhas Haber Ajansi
http://www.iha.com.tr/etiket-gifa-holding/
Google News
https://www.google.com/search?q=%22gifa+holding%22&tbm=nws&ei=nPEzWvCYFMOzmwGfkJ6ADQ&start=0&sa=N&biw=1922&bih=952&dpr=1
Turkish Cypriots mull ‘Disneyland’...
http://cyprus-mail.com/2014/09/17/turkish-cypriots-mull-disneyland/
"Funny how none of this never makes the news anywhere other than Scotland Yard News".. Are you sure about that, ForReal?
MSMY has announced that a Motion to Discharge Custodianship and Return of Control to MC Endeavors Board of Directors was granted yesterday in the District Court of Nevada.
Additionally, the Company has also been having multiple interactions with OTC Markets to address the final items that will lead to the company becoming fully current.
https://globenewswire.com/news-release/2017/12/13/1261191/0/en/MC-Endeavors-Inc-Announces-Final-Order-to-Return-Company-to-Board-of-Directors-has-been-Granted-Company-continues-to-take-steps-toward-OTC-Compliance.html
“Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt.” Sun Tzu, The Art of War
Lightning will strike in 2018
Jinbo Group is working to speed up the pace of listing!
http://www.jingtezmt.com/baorun/wap_doc/6605285.html
Jinbo Group's market elite executives gathered in Beijing's Fifth Ring Road Hotel to discuss the market problems encountered in the recent development of the group companies and the corresponding strategies and solutions. Mr. Wang Jinlai, Chairman of the Board, made relevant strategic plans and specific plans for the future development of the Group, and the participating market elites were greatly encouraged.
Take a moment to consider this comparative case study..
In 2000, Baidu had a total of 8000 shareholders who were funding the company in anticipation of the sought-after listing to a public stock exchange. By 2003, the company was still not listed, and so shareholders began to worry whether the company would ever go public?! Skeptics began to claim that Baidu's CEO was a scam artist, and went as far as to report him to the government and have the CCTV broadcast to the nation that Baidu was engaging in pyramid schemes and illegal fundraising activities! Shareholders saw the CCTV report, and as a result, 7800 of them chose resolutely to abandon Baidu.. Leaving only 200 shareholders behind, all of whom vowed to follow Baidu through to the end! Needless to say what happened next? Well, Baidu went public on the NASDAQ in 2005.. making many of those 200 die-hard shareholders into millionaires!
That said, to all of you JBZY shareholders out there...
The choice is yours: Lose faith and get left behind, or stay strong and reap great rewards? Choose wisely, fellow compatriots!
Sincerely,
d.
Same to you, brother ol' pal! Patience is bitter, but its fruit is sweet. Wishing you (and all JBZY devotees) a season of gladness, a season of cheer, and to top it all off.. a wonderful new year!!
Take it easy on him fella...
Each to his own critical-thinking opinions
Far lesser evil than a Snug!
Let's enjoy the peace and quiet on this board while it lasts...
No doubt it will get noisy in here, when things get serious soon enough!
Save your energy for then ;)
Be well brother
d.
That's a rather low blow bro...
I honestly respect your eloquent style
But it gets eroded to see you allude to comparing the average Joe CEO of ATPT to a CEO who is taking part in pioneering socio-economic disruption in the Far East
It is fair to say that there is more comfort and assurance in having more direct and responsive communication with a CEO...
But that said, what is really the difference between an average Joe saying "i can't say anything" and a pioneer Wang "not saying anything"??
Actions speak louder than words... Let's see who will ultimately make a bigger bang upon delivering their business plan
Either way, we're all in the same boat of being bullish on ATPT... So why take such negative shots at each other, when together we can achieve a lot more positive!
Fwiw - I suspect our average Joe CEO may have cut some corners in getting this shell current and up to SEC standards, which has put a bit of a delay on the inevitable CE removal and ensuing RM...
However "professional" he might be, I would welcome news about him handing over the reigns of this shell to a more accomplished management.
Just my $0.02
Peace,
d.
Thanks and praise to Wang, Huang, Han(s), and all the countless other JBZY devotees and followers.. for all their hard work and genuine generosity!!
One is the Core, the Other is the Sub!