Replies to post #4504 on Cavico Corp (fka CAVO)

[KQforever]

even a moderate dilution, oh say... 20 million shares putting us at 150 mil since december 2007 would leave us w/ a $27 mil market cap.

Yes inflation's been a concern but one that's being factored in over the last few months. Compare VOF to CVIC for the last few months for instance & i think it's pretty clear that our drop has been falling in line with whats going on over at the VSE, which of course dropped way over 50% on inflation fears & worries within a few months time.

http://www.economist.com/COUNTRIES/Vietnam/profile.cfm?folder=Profile-Economic%20Data

The economist shows its outlook on inflation to likely fall to around 12% next year from the crazy 23% it's going to be for this year. Given that the gov has made it its top priority (cuz of all the riots & the like), there's little doubt that it's going to be handled over these coming months.

On top of that, we're in a better position of being somewhat compensated for our inflation because the government absolutely refuses to let infrastructure builders get hurt in their scaling back (refer to a post i put up a while back) of government expenses.

As for tim pham & henry, i dont know anything about them, but I'm only going on the numbers for now anyways.

So lets say 150 mil o/s (yeah, right...) = $27 mil market cap at 18.

Current assets alone (not total assets) according to December 2007 were $54 mil...



Still screams buy to me... Play around with the numbers if you will.



http://investorshub.advfn.com/boards/read_msg.asp?message_id=27671569

[Wallstreetman]

John,why are you concerned that Tim and Henry have anything to do with the share structure.Tim is IR and Henry is not an officer of the company,and in no way has any say in how they will be heading from here on out.In fact the company disassociated itself from Henry,other then he being a shareholder.They fired the accounts,as well as the IR company that Henry had originally recommended to Bui.When they were stopped from trading,they knew it was from henry's incompetence,but he went on a radio interview and said it was their mismanagement that caused the SEC to halt trading,when it was in fact his neglect to make sure the shell was clean when they bought it.They were relying on his "expertise' in deciding how to begin trading in the U.S.