China Liaoning Dingxu (fka CLAD)

[temp luvs amy]

I am sure their are hands much stronger than mine.

I needed the cash and took some off the table.

Current price range is quite respectful of the business model, the growth prospects, and competition in the allegedly overbuilt Chinese mushroom industry.

We have indications that the CEO is tossing the profits into vertical growth, and we might need a few quarters to see if it is boom or bust.

I noted that he is spending some of the cash on rice cultivation techniques and education. I am not sure the value of rice as a commodity is the type of growth vehicle we want.