China MediaExpress Holdings, Inc. (fka CCME)

[bradford86]

Looks like I've been getting trolled via email. Haha.


CCME is getting trounced because most people are not as familiar with CCME as I am and would prefer to stay out of it entirely if they perceive there to be significant fraud risk.

I’ve gone through everything the shorts have to say. It doesn’t add up. I’m looking for just one insightful comment that makes me think twice.

I also believe that if I were committing fraud, I would be trying to hide it. Instead, it is my understanding that CCME is increasing their transparency and awareness.

What happens when you walk into the Mall and yell fire?

People are going to leave the mall. But, the second time and third time you do that, and there is no fire...

Cause and Effect:

Just because CCME goes down in price does not imply that buying it at the previous, higher price was a bad idea or will offer poor long run returns.

Look, this conversation isn’t going anywhere and isn’t helping me or you get to the bottom of anything. I believe that at this point you should be able to derive your own conclusions, long or short --- and decide to buy or sit on the sidelines or own puts. If you have any legitimate questions, I’d be glad to answer them, but this is turning into a discussion on hocus pocus --- something that I don’t really want to make time for.

Glen

From: Kharma [mailto:kharma2301]
Sent: Sunday, March 06, 2011 2:10 PM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

By the time the FBI got around to exonerating Richard Jewell the damage was done. And they are pretty highly thought of.

We shall see.

If a Deloitte audit is so special why is Ccme getting trounced. Deloitte did the audit last year. If Deloitte is so good they should be able to get the audit done on time. Ping got an incredible amount of work done in a couple of weeks.



On Mar 6, 2011, at 1:49 PM, "Glen Bradford" <@gmail.com> wrote:
You fail to understand the value of a deloitte audit. I am not pissed off about anything.

It is my opinion that a delay is immaterial. There was a delay last year. More time spent by deloitte to confirm the legitimacy of things is not a bad thing.

Glen

From: Kharma [mailto:kharma2301]
Sent: Sunday, March 06, 2011 8:43 AM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Thanks Glen

Burp makes my point with his analogy of Richard Jewell, the atlanta Olympic bombing hero turned suspect. His reputation was forever tarnished by the "shorts" in the media.

I was at Centennial Olympic Park that night. I walked by the bombing site right before it occurred. I missed it by about 10 minutes. Without boring you with the details but knowing the layout of the area I immediately knew the timeline exonerated Mr Jewell. The herd (shorts) did not give a damn about the facts and destroyed Mr Jewell ( who died at too young of an age)

That is my point about CCME and yes fear. If they delay their earning the shorts are going to have a field day the likes of which the stock may not recover. Like Jewell do you want to wait 10 years to be exonerated?

The whole key to this for the long term is getting the 10k out on time. There is absolutely no reason for a delay IMO.

I wish you guys with a lot more shares than me would stop being so sanguine about a delay. CCME has to know they have to be timely with the 10k. Jacky is on record as saying he wants to be early with it.

And it was good to see you finally get pissed off about this whole matter yesterday.

I'm too often wrong but my prediction is the shorts go after Deloitte this week. At least they understand the importance of getting the 10k delayed.

Thanks again,

Steve





On Mar 5, 2011, at 2:59 PM, "Glen Bradford" <@gmail.com> wrote:
Rick probably knows of a hit piece that’s coming out and is betting on lower prices.

He talks to people in china who think they have found large discrepancies in the business of CCME.

He thinks a restatement would drive the stock down 50% or more… I find this unlikely. You can’t compare RINO to CCME, but that’s my opinion. He chooses to compare RINO to CCME.

Glen

From: Kharma [mailto:kharma2301]
Sent: Saturday, March 05, 2011 2:15 PM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Thanks again Glen

Everyone knows the company is legit even the shorts. So the question is...why don't they cover? As you say, they are no smarter than the longs. Therefore I have to assume they are getting some inside info. For whatever reason, they are counting on something happening with the 10k or a delay. I hope I am wrong.

When you have someone like this Herb Greenberg saying something as ridiculous as he said the other day, I have to think there is a conspiracy. I am thinking Cramer is going to slam the company next week.

Rick Pearson reads everything you guys right and he comes up with that BS. The stuff just doesn't add up.

Next week should be interesting.

Steve

On Mar 5, 2011, at 1:30s PM, "Glen Bradford" <@gmail.com> wrote:
1. Market makers are selling shares as the shorts are buying puts and selling calls
2. Probably not right now, the 10-K will be like a damn breaking in terms of accumulating.
3. I don’t know, I thought they were going to say something this week.

I don’t really have any comments for the rest of your conspiracy theories. Shorts can be dumb, you know. They just are perceived to be smarter because they act more aggressively.

The company is actively seeking more and greater transparency. You don’t do that if you are a fraud.

Glen

From: Kharma [mailto:kharma2301]
Sent: Saturday, March 05, 2011 3:56 AM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Thanks Glen

As I suspected, now the shorts are casting doubt on Deloitte. Short term this has me worried.

But my questions

1. who is selling their shars during these bogus hit pieces? Is this the remnants of the weak longs?

2. Do you think institutions are accumulating? (This is my only short term positive)

3. Do you think the company will say anything next week? With hit pieces coming out daily I don't think we will.

The key for me is that strong longs have tied up the float. But these shorts I suspect can counter this. I don't know how but I have a grudging respect for them. I hope I am wrong.

I am encouraged with the fact that 1000 $20 March calls were bought yesterday. The thing that sucks for me is that the smart shorts are going to win. They will get out so this crap is going to continue. I believe in the James Q Wilson theory on crime.

"Let a broken window slide and the next thing you know you have a slum."

Because everyone seems to accept these hit pieces, we deserve the slum we are going to get. CCME has an outside chance at doing something about this. If they are late with their 10k them that tells me they don't see the larger issue here.

By the way, I suspect the shorts have a mole(s) inside CCME. They are smarter because I suspect they have inside info. I hope I am wrong.

Steve

On Mar 3, 2011, at 10:14 PM, Glen Bradford <@gmail.com> wrote:
you could be right.

i disagree, ccme is going beyond the 10-K. and lots of people are on the sideliens waiting for it. it proves legitimacy beyond a reasonable doubt. means the stock is worth $50+
On Thu, Mar 3, 2011 at 9:34 PM, Kharma <kharma2301> wrote:
My personal opinion is that CCME is going to continue to get hammered until they great increase institutional ownership. The 10k won't stop them or the day traders (that are a big problem as well).

I also know that CCME holds the key to the whole China space which I am way too overweight in. If CCME knocks it out of the park I will be a happy man well beyond CCME

IMO if CCME rocks you will see JADA rock.

But I have s history of being wrong. I really thought today would be a big day.

Thanks again


On Mar 3, 2011, at 11:41 PM, "Glen Bradford" <@gmail.com> wrote:
What is cnbc going to do when they bring back a deloitte audit?

Praise ccme.

From: Kharma [mailto:kharma2301]
Sent: Thursday, March 03, 2011 4:57 PM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Well with CNBC involved, we are up against some powerful forces. That Herb put out something that ridiculous tells me we have lots more coming.

Do you think CCME will announce an earnings date next week? Is it unusual not to preannounce earnings?

I'm beginning to think the only way ww win big is if all the buying is being done by institutions and that they lock up the float.

Hopefully someone takes Herb to the woodshed on SA. Maybe you?

Thanks again,



On Mar 3, 2011, at 10:25 AM, Glen Bradford <@gmail.com> wrote:
just expect delays. this isn't your standard audit anymore. DTT is involving more than just their hong kong branch --- i am sure.
On Thu, Mar 3, 2011 at 9:54 AM, Kharma <kharma2301> wrote:
Glen

Great article today. You are going to make a great name for yourself on your CCME call.

For some reason the comment tab is greyed out for me so I can't comment on SA. I used to be able to. Not sure what happened.

Thanks again ,

Steve


On Mar 2, 2011, at 1:41 PM, Glen Bradford <@gmail.com> wrote:
no, no
On Wed, Mar 2, 2011 at 11:21 AM, Kharma <kharma2301> wrote:
You have balls of steel my friend!

Will the company remain silent?

Will SEC stop trading?

On Mar 2, 2011, at 11:19 AM, "Glen Bradford" <@gmail.com> wrote:
I am, yes.

From: Kharma [mailto:kharma2301]
Sent: Wednesday, March 02, 2011 11:20 AM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Still comfortable?

On Mar 2, 2011, at 9:09 AM, "Glen Bradford" <@gmail.com> wrote:
If you are holding call options that expire in march, it could be a big deal.

Glen

From: Kharma [mailto:kharma2301]
Sent: Wednesday, March 02, 2011 9:00 AM
To: Glen Bradford
Subject: Re: Global Speculation Newsletter - CCME Update

Thanks Glen

Wouldn't it be a big deal if you are holding call options?

If they file for an extension will they give their projected net revenue like they did last year?

Steve

On Mar 2, 2011, at 8:55 AM, Glen Bradford <@gmail.com> wrote:
1. Probably not.
2. I don't know but I don't believe that this is as big a deal as everyone else does.

Glen
On Wed, Mar 2, 2011 at 8:16 AM, Kharma <kharma2301> wrote:
Hi Glen

Thanks much.

I know you ate long but

1. Will the file by March 15
2. If they file for an extension how bad will the short term hit be.

TIA

Steve

On Mar 2, 2011, at 1:01 AM, Glen Bradford <admin@.com> wrote:

> Good Morning,
>
> I just wanted to write out to everyone who has subscribed to this list that I continue to believe in CCME. At the current price, I feel that the risk of loss is incredibly low if you have a time frame of 1 month or 1 year or even longer. My short squeeze hypothesis is still in effect. I think that anyone holding share or owning shares from any price that CCME has traded in its history will soon be able to sell at a profit if they choose to do so. I am confident that it is not a fraud --- and I've been spending roughly 5 hours a day trying to prove that it is for the last month and a half.
>
> The next couple weeks should be rough and I can never predict stuff in the short term, but I am as confident as ever that we are about to see incredible returns for anyone on the long side.
>
> I would back down if it makes sense to do so. I have in the past. I still believe that this is an instance where I think that the best course of action is simply to buy as much as you possibly can and hold on.
>
> Glen
>
>
> You have received this e-mail because you opted to do so. If you wish to unsubscribe from this mailing list please click here http://www.fatcow.com/utils/UnSubscribeMe.bml?Name=moo.bradford86&List=Global_Speculation&Email=Kharma2301 .



--


Best regards,

Glen Bradford
CEO ARM Holdings LLC
www.glenbradford.com
www.armholdingsllc.com



None of the above is intended as investment advice. I can't guarantee the information I gathered is from an accurate source. I may buy or sell any stock or security without prior notice.

Disclaimer: http://www.glenbradford.com/disclaimer.php



--


Best regards,

Glen Bradford
CEO ARM Holdings LLC
www.glenbradford.com
www.armholdingsllc.com



None of the above is intended as investment advice. I can't guarantee the information I gathered is from an accurate source. I may buy or sell any stock or security without prior notice.

Disclaimer: http://www.glenbradford.com/disclaimer.php



--


Best regards,

Glen Bradford
CEO ARM Holdings LLC
www.glenbradford.com
www.armholdingsllc.com



None of the above is intended as investment advice. I can't guarantee the information I gathered is from an accurate source. I may buy or sell any stock or security without prior notice.

Disclaimer: http://www.glenbradford.com/disclaimer.php



--


Best regards,

Glen Bradford
CEO ARM Holdings LLC
www.glenbradford.com
www.armholdingsllc.com



None of the above is intended as investment advice. I can't guarantee the information I gathered is from an accurate source. I may buy or sell any stock or security without prior notice.

Disclaimer: http://www.glenbradford.com/disclaimer.php