Value Microcaps Motherboard

[abh3vt]

Worthy, you've had a fantastic run with AOB. I would strongly urge you to diversify your risk within your IRA and sell some, if not most here. AOB will have some significant dilution with the additional warrants fully counted in the eps number. What kind of PE multiples are other new Chinese stocks getting? Unless we're talking internet, the answer is much less than AOB....so the valuation argument is hard to make. You seem to be relying on momentum to continue, but that is a double-edged sword. The current traders/investors in AOB who have pushed this up to 6 will most likely be selling on any earnings news, especially if earnings growth is less than stellar. I'd expect the stock to fall back in the upcoming quarter to digest its substantial gains since May.

My guess for Q3 is rev: 13MM, and fd eps of 0.07-0.08. That would be flat vs. y/y eps results, so I wouldn't want to hold into earnings.

Good luck!