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GorillaGorilla

11/11/09 2:36 PM

#10733 RE: bunky #10731

CNOA - you have to allow for seasonality - it makes sense if you think of it that most of the produce becomes available in autumn... and Chinese new years is the other big time... So A3 & Q4 are the big ones...

CNOA also seems to have a habbit of selling off even when the Y/Y were good as in Q2 & Q1...

Given we've seen so much strength in Green fertilizers this year... I'm thinking there's going to be a lot more produce to trade... We'll see.

rich

Traderfan

11/11/09 2:52 PM

#10738 RE: bunky #10731

Bunky regarding CNOA


CNOA...even if they come in with .12 x 4 = 0.48 x 7 P/E = $3.36 wkich is + 151%... from here...not bad...


How can you put whatever they will make in Q3 at 4 times? Didn't you see what they did in the first half of 09 and what they always do in the first 6 months of every year? Their second half seems way way better than their first half so they should at least match what they did last year in Q3 otherwise people will probably don't like the negative growth yoy but I expect them to meet this number at least.