Value Microcaps Motherboard

[abh3vt]

AOB/CSSTF connections. Some interesting participants in the AOB call:

JLF Asset
Pinnacle China Fund
Patara Capital
Brean Murray
Orange Capital
Lotus Partners

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JLF, Pinnacle China, and Patara Capital also have stakes in CSSTF. Brean Murray is an investment bank that has a focus on small cap chinese equities, and they were asking lots of questions on the CSSTF call. JLF and Pinnacle China seem to be savvy hedge funds with pretty good performance track records, from what I have found from limited public info. I'd love to believe that CSSTF is going to be the next AOBO, given the sponsorship and attention they've attracted.

JLF also has a major position in CXTI. Pinnacle China has substantial positions in CSSTF, CBAK, CAGC, and CPHI. All of those stocks have been mentioned here from time to time.

I've tried to follow the "smart money" within the OTC:BB China universe. There seem to be lots of interesting low PEG, strong growth china stocks, but also tons of issues as we've seen with BBC, and CESV. I'm hoping to increase my chances of finding more of the AOBs of this world, which can offer tremendous returns over time.