China Growth Stocks

[Drexion2004]

CCCL: Here is a Chinese article from the China Business Herald (translated) talking about how in Sept 2009 Hengdali had just brought online 2 production lines with roughly 6M tile capacity (Gotta multiply the daily rate by 365). It also talks about how the construction started way before the company went public, some delays due to rain during 2009, etc.

If I remember correctly, the company had 10M capacity reported to the SEC on that facility when the phase-1 construction was finished at the beginning of 2010. That 6M goes a long way towards that total, not hard to believe another 1-2 production lines were brought online in the following 3+ months.

Lots of positive datapoints out there like this if one looks for them. Shrug.

http://translate.google.com/translate?js=n&prev=_t&hl=en&ie=UTF-8&layout=2&eotf=1&sl=zh-CN&tl=en&u=http%3A%2F%2Fwww.cngsw.com.cn%2Fganqi%2F2010%2F0402%2F1063.html

-Fernando