Replies to post #1551 on China Kangtai Cactus Bio-Tech Inc (fka CKGT)

[StevenRisk]

Traderfan where is the fluff? They told us nothing except they are forcasting 35% growth. They should have attached something with earnings.

You are one of the few I follow or listen to because you are truthful and usually dig for the facts before you speak.

As far as dead money I agree 100%.

Looking for a bounce on SKBI as they are supposedly presenting in the U.S. today.

Getting back to CKGT and the PR that their would be no impact on current business pertaining to the imminent domain . My thought was the key point "no impact on current operations" was truthful.

However, how does this slow down the growth in the future.

How long soes it take to plant the cactus andget finished product from planting to harvest. My guess is probably more than a year.
Surely somebody will comment on this and enlighten us all.

My gut feeling is they have a supply issue and until it is resolved, growth and product launches will be impacted.

However, in the event they do get enough suppliers we are back in business.

I believe the whole story is intact and once they can address the supply/demand issues we are back in business. Until then without news we are dead money.

A PR with another cig contract certainly could/would help. Did I forget to tell you that I still expect this to happen very soon?

[Florinda]

Traderfan,

I agree the "answers" I got were fluff. Indeed, I probably wouldn't have bothered to post anything except for the fact that I had said I would if I heard back from the IR firm. Obviously, the bar is really low when just hearing back from an IR firm counts as a positive.

I did write Susan back and pressed her on both her responses. I don't expect to hear anything further, but I wanted to reiterate that while I understand that "unavoidable conflicts" do sometimes happen, the fact that they have given this excuse two years in a row doesn't fly with investors. I also noted that whereas it seemed feasible that an individual within the company might unexpectedly have a situation arise that would prevent him or her from participating in the Roth Conference, it doesn't make sense that absolutely no one from the company could participate two years in a row.

Further, I said that while refreshing my memory about what CKTG's CEO previously said about losing the land rights was a helpful reminder, the fact still remains that they wouldn't have sought to gain access to more land use in the first place if they hadn't determined that they needed more land for raw materials. Likewise I pointed out that such needs don't simply disappear.

I concluded by saying I was a regular participant on these boards and could assure her that my views on these matters were not merely my own private concerns but those of countless others. I then urged her to relay these concerns to the management if she thought the topics were worthy of mention.

Anyway, like most of CKGT investors, I'm not pleased with this unexpected lull, nor do I like the fact that the management doesn't seem to put much value on exposing the company to more western investors. But there you have it. Apart from trying to directly pass these concerns on to the company, what can one do but wait?

Steve