Replies to post #19438 on China MediaExpress Holdings, Inc. (fka CCME)

[Koufax]

JB -

I am very long CCME, but think you are dreaming. It will take a long time (2 years perhaps) for CCME to attain the respectability that it was on the verge of getting when the slimeballs emerged from the swamp and splattered mud on CCME. The reputational damage was severe.

K

[Michael Anderson]

Yes, but we are also talking about a US listed China small cap. I believe it will happen at some point due to many positives that you mentioned, but without coverage from an MS/GS/Citi, this stock will not get a P/E of 15 at least not that quickly. Believe me, I hope I am wrong, but it wont be that easy. That is not to say I think the stock will do poorly as I believe it can double rather quickly.


Remember, we're only talking about a PE of 15 here!