Yeah, the numbers look pretty darn good. I actually added a lot to my position today. CAGC will probably face increased competition from outside China, as per new rules put in place by the PRC. However, CAGC has a great head start, selling fertilizer in china is a wierd business (door to door sales reps to small individual farmers on credit), and if anything this probably makes CAGC a good buy-out candidate for one of the big American companies.
I keep looking for any red flags, and just can't find any here. The business and business model (think coca-cola) are just so easy to understand. The only downside i see is that the stock hardly ever trades. The liquidity just isn't there except on news days. Although, i have been able to trade $10,000 blocks easy... just sometimes the spread is pretty wide.
blitz