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aeroplane

03/29/11 3:06 PM

#370 RE: TakeChances #369

I've been in this one for two years now. It's problem seems to be two-fold. The first thing being they don't really do a good job of IR (hence low volume) and the second being that their health and viability is too closely tied to Samsung. If Samsung decided to void their yearly contract with ACLO, it might be enough to send the company down the toilet.

Having said that, the growth rate is astonishing and as long as it has Samsung around, it has a steady stream of income. It's a gamble I'd readily take any day of the year.

I'd love to see this one trade around $1.20-$1.50 pps in the near term. It's definitely worth that much, IMO. Long term, the sky is the limit as it's location in Hong Kong (and access to the South of China) is a definite plus and their growing revenues don't seem to be letting up despite tough economic times.

I'm hoping revenues eclipse $500mil this year and they're at $150mil by the 4th quarter.