Replies to post #193281 on ORIONS Money Stocks

[hebercreeper]

Here's my contribution Orions but nobody listening cuz there ain't no sexy charts...

ADY

The Chinese are acquiring dairy farms in New Zealand & Australia.

http://www.weeklytimesnow.com.au/article/2012/02/24/445731_dairy.html

$6 million paid for an 800 cow farm with no large-scale production facility in that article.

Dairy exports to China are driving New Zealand export growth:

http://www.stuff.co.nz/business/industries/6489292/Exports-to-China-booming


ADY, with 5% market share in China, has current market cap around $60 million. This is just plain silly. Production facilities are the most valuable asset here as they've shown by selling off non-core assets (dairy farms) to pay off debt. These non-core assets were sold for almost $131.8 million ($17.8 million in cash and $114 million in raw milk for 6 quarters).

The market value is lunacy and will not last for long. I am becoming more overweight in this one by the day.

Once again, I challenge everyone to compare ADY valuation with closest comparable SYUT:

http://www.finviz.com/quote.ashx?t=ady


http://www.finviz.com/quote.ashx?t=syut&ty=c&ta=1&p=d

ADY really only has approx 18.3m outstanding with around 1.3 million short. Insiders own around 11 million.

Financial sites are not reporting accurate share info as share count is being reduced by installments paid to Sequoia to buy back preferreds. One installment left after the recent third $16 million installment:

http://www.sec.gov/Archives/edgar/data/789868/000134100412000134/0001341004-12-000134-index.htm

How many other China names are selling assets to pay off debt and reduce share count?

Gotta give Alfred Little credit here with his fine Seeking Alpha piece last summer when everyone thought he was out of his mind:

http://seekingalpha.com/article/288467-feihe-international-rapidly-improving-balance-sheet-growing-market-share-and-strong-earnings?source=yahoo

Technicals mean nothing to me in this case...I just keep buying and buying.

[beach_trades]

Good post AF

I would love to clean up this board :)

We goodfellas came from here :)

[Wait2C]

I like this board. Stay the course FULL speed ahead.
My plays are my plays and my responsibility. The deciplines needed have been preached (banging on the table) many many times and stopped just short of drillings holes and pooring it into heads. "Do your own DD".

Adults on here are trading to make some money and teach the newbies along the way. Thank you.
At the end of the day it's my money my decisions and if I blow one well, I'm just going to hire a Cop and have him arrest who ever it was that forced ME to click SUBMIT ORDER.

Orions Rock!!

[charliewho]

I'm glad u noticed. All the smack talk sucks, I barely even read the board anymore. Just the members I have marked, which isn't many

[$tockfather]

AMEN buddy, that was way overdue.

well done for addressing this problem;-)

[hmmauto]

Yeah Buddy..Please as a mod use that delete post button as you see fit..good luck, michael

[~MulaGreen~]

BIOF Outperforms PEIX:Here is your DD:::

http://ycharts.com/companies/BIOF/performance

BIOF: book Value 0.88
Cash Flow Statement
Operating Cash Flow (ttm): 15.19M
Levered Free Cash Flow (ttm): 20.67M

% Held by Insiders: 22.51%
% Held by Institutions: 35.80%




PEIX: book value 0.56
Cash Flow Statement
Operating Cash Flow (ttm): -30.83M
Levered Free Cash Flow (ttm): -43.12M

% Held by Insiders1: N/A
% Held by Institutions1: 3.00%

Did you count others Pump or how many time you posted your Pump also?