Value Microcaps Motherboard

[abh3vt]

Well, I threw in the towel on BBC this AM, selling at the open. Poor quarter, reflecting slowing rev growth, increased write-offs, and now the latest allegations from Chris Byron of possible stock ownership improprieties....

This one could very well be the next CESV if they don't straighten this out. Learned my lesson about going against Greenberg and Byron: don't touch anything that they are both going after!

My guess on the slowing rev growth is that they had capacity constraints in the quarter, which could possibly be corrected by Q1 of next year. However, with no PR issued or clarification from the company, how would we know?? This doesn't look good. Either way, I think it will be impossible for the company to meet its earlier guidance for topline growth this year.

Of course, my trading and timing of this stock has been abysmal, so it wouldn't surprise me if it takes off from here. Good luck to any who are still in it; I don't think this has any chance of really rebounding until they settle the AMEX inquiry and show that they will have the capacity to grow next year by completing those two facilities in the NE and NW of China.