Best China Micro-caps on the Market

[tiznow]

man i'm impressed with bspm last year they even had to struggle with a near term increase in raw material costs due to the earthquake they had

plus their 10-Ks are very professional and straight forward unlike alot of these guys where you have to fuckin dig and dig to really get the story....

tiz gives this guy his seal of approval LOL

 

[kuwlness]

err...actually now that i look at Q2 they are saying the same thing....they keep replenishing their cash position along the way....

anyway still diggin' as you know i'm not easily satisfied LOL

Somebody posted this earlier on i-hub. I have yet to verify, but it is from a reliable source I can assure you:

"BSPM - just had a very lengthy conversation with Matt Hayden (HC International) and there are about 5 million shares that can be sold by the company that did the RTO for BSPM and this includes the warrants. Matt isn't sure how many shares have actually been sold, but he thinks it could be around 3.5 million. He says BSPM is an awesome company that has the same uplisting plans as RINO once did and Matt represents RINO, not to mention they're growth is off the charts. What we're seeing is the seller(s) locked in and with all the additional volume, some traders won't stick around if they see a wall and then they contribute to the decline. It won't be long before BSPM becomes the next high flyer IMO. EPS of .17 last quarter and their new raw materials manufacturing facility is in the process of being moved in to, thus lower costs and higer margins."


If it has RINO potential, I'm all over it. I only got to play RINO from $12 - $20, missed the top by a couple bux, ahh well. Looking for $18 or so for re-entry.

BSPM has got my attention for now -- especially if it's headed to $7+ in the next couple of months.

 

[kuwlness]

man i'm impressed with bspm last year they even had to struggle with a near term increase in raw material costs due to the earthquake they had

plus their 10-Ks are very professional and straight forward unlike alot of these guys where you have to fuckin dig and dig to really get the story....

tiz gives this guy his seal of approval LOL

BSPM
Now we just have to ask, "Is the price right?" Lol, just playin' with you, Tiz. Glad we've found one that might be at the right price for you and so you can get in before the coming move north. She was primed for $3 today when a seller came out of the woods and held us down at $2.70 - $2.79. Watch for it to break towards $3, and probably close above it tomorrow or Thursday IMO.

 

[tiznow]

man their sales on their #1 the oleanolic acid exploded in q2 of this year....they expanded the sales into two more provinces...and that's the one that's got margins out the ass...

plus with that explosion they got their cash position back up big time....

at the same time its somewhat risky as things stand now that's their big boy and that determines how they do...the others they got going are small fries and were flat to down yoy.....

but impressive explosion on the hepatitis "treatment" one

put that in quotations....i'm a scientist by nature gonna do a little digging on any scientific proof behind this oleanolic acid stuff....LOL

 

[kuwlness]

man their sales on their #1 the oleanolic acid exploded in q2 of this year....they expanded the sales into two more provinces...and that's the one that's got margins out the ass...

plus with that explosion they got their cash position back up big time....

at the same time its somewhat risky as things stand now that's their big boy and that determines how they do...the others they got going are small fries and were flat to down yoy.....

but impressive explosion on the hepatitis "treatment" one

put that in quotations....i'm a scientist by nature gonna do a little digging on any scientific proof behind this oleanolic acid stuff....LOL

And don't forget, 690M (over 10%) of the Chinese population has Hepatitis B ... the stars are aligning : )

http://en.wikipedia.org/wiki/Hepatitis_B_in_China

http://ije.oxfordjournals.org/cgi/content/abstract/25/6/1271

http://www.asianresearch.org/articles/2082.html

http://www.nytimes.com/2009/10/13/world/asia/13beijing.html

 

[kuwlness]

Plus, they've got a Monopoly on the capsule market, of its kind, with the only SFDA approved national brand OTC capsule currently being sold on the market for HBV treatment and government policy that prohibits any new company from selling the same drug.
@)

 

[tiznow]

yeah that's the key to it....its easy for anybody to make....but looks like bspm is dialed in with the commies....

its partially about marketing too you can get oleanolic acid from olive leaf, oregano, basil and natural things such as that....granted not in concentrated pill form....

the compound itself does look like its definitely got some positives related to it...oleanolic acid shown some promising results as having anti HIV properties too...

western pharma doesn't want people to know about shit like that though...

 

[tiznow]

there's a reason all those asians live longer and have much lower cancer rates than us american's

they pound down the herbs and spices and herbal teas...while we fatten up on fast food and pound high fructose corn syrup like coke as our beverage of choice

and than western pharma comes in and says pound these 20 pills and you'll be all better...when you could just change it yourself by changing you diet and lifestyle and not have to deal with all the side affects and other shit like that

anyway sorry got off on a tangent....lol

don't think i'm a fan of any of your other guys really...i'll take another quick look

like i said i'm steering clear of the coal, cement, steel plays and stuff like that...maybe they'll do fine but would focus mainly on the chinese domestic consumer....

cpby was another one mentioned somewhere along the way but like ckgt its a wait on for me at this point...

cnoa and bspm only ones to think about nabbing near term IMO

 

[punter]

Kuwl, do you have an endless source of cash, or do you have to rebalance from time to time?

If you do please post what you are takeing profits on (or dumping). Thanks!

 

[kuwlness]

Kuwl, do you have an endless source of cash, or do you have to rebalance from time to time?

If you do please post what you are takeing profits on (or dumping). Thanks!

I always take profits here and there and I use the money I make on the Pinksheet roulettes and put them into my China plays on pull-backs. I dont post all the roulette plays I get into because I dont want the negative criticism, I try to only post the ones I believe the most in ... but I typically hit at least two 50%ers a week, but I probably have a 2-3 -25%ers too, lol.

As for what I've been taking profits in lately:

PUDA - took all but my core position off the table in recent days (i keep 500-1k trading shares and have a 2k core position), she's been wanting to pull-back to $7.70 for a while now, thinking tomorrow might finally be the day. Still, this could change with a major article from a big China investor or SeekingAlpha article. Easy $1 move on that. Big institutions have been buying in the $7s, it wont go below $7 IMO, $7.40 will likely hold IMO.

CKGT - had way too many shares. Tiz had scared me a little with his toppy outlook, but I stuck with my gut. Only took off 10% of my position today @ $2.15 ... seems to be getting closer to fairly valued IMO. I still see $3 soon enough.

CPQQ - approaching that $2 level again. Had trouble there last time, just playing it safe. I dont think we'll get any drastic pull-back, but I'm playing this one from the safe side in case it was a one Q wonder. I need confirmation this Q, and we should know in a few weeks.

JADA - most of you werent in this, even though it's been on the mainpage since I started the thread on 8/19

CHFI - same as above


I flipped a few trading shares in CNOA the last few days as well, but that's most because I'm getting better with TA (technical analysis) and understanding Japanese Candlesticks (Chart stuff), so I've been taking stabs here and there with my trading shares.

Havent sold anything else. Doesnt hurt to sell a little here and there. You can always use those profits to re-buy what you sold at a cheaper price if the opportunity ever arises (like CNOA today).

No, I dont have an endless supply of cash. But, I made about $10k in the last week off of CHFI and JADA, and after selling a lot of both today, I had cash burning a hole in my pocket. Plus, I always keep 5% cash in my account no matter what. Just in case that huge buying opportunity arises.

 

[kuwlness]

Ohh yeah, sold all but 33% of my MYST today. 300% gain in 2 weeks, crazy. Too much too fast IMO, waiting for a pull-back into the high teens to reload. R/S is coming soon too. These are like 50/50, sometimes they lose value after the R/S (PUDA -- went to $8, then pulled back to $4 ... crazy) and other times they run after the R/S (GRUS). I only plan on holding 25% of my position for the R/S to see which way she turns after about 5-10 days of trading. Will let you guys know when the time comes to pull the trigger and add more.

Dont think many/any of you guys were in this either, been on the main page since the start of the thread, but I dont think I ever mentioned much about this one. Sorry
:toast:

 

[punter]

Thanks! I have made a ton following you, but unless I dump some I am cash poor.

 

[kuwlness]

Thanks! I have made a ton following you, but unless I dump some I am cash poor.

Glad to hear, Punter. It sounds like it's time to start taking some off the table in a few of the older plays that have already moved to free-up money for the newest ones that havent started to move. I find it helpful to always keep something in some of the other stocks, you never know when those can make a big spike upward, and even if you dont have a lot of money in them anymore, it's still nice to make some extra profit. Buy/Sell incrementally, it makes your life a lot easier.


BSPM

If anyone would like the most updated copy of BSPM's Investors Presentation, please PM me your email and I will forward it to you. It's a good read if you actually enjoy learning about the companies I talk about. If not, no worries, you'll still make money just by owning the stock, lol.

 

[kuwlness]

BSPM


Moved too fast for me, stuck averaging up ... GRRRR, wanted more of those $2.40s ...

Ahhh well, loading these $2.70s all day, $3 break by EOD is very likely

 

[kuwlness]

GCHT


Getting close to that $2.40 level I called for about 2 weeks ago. I'll sell about 20% of my position at $2.33 ... holding the rest for $3+ and onto next year where we'll likely see $5 by 2nd Q

 

[kuwlness]

XNYH


Starting to get the attention it deserves, not sure how many of you got in this yet. Get in under .40 is possible, will be heading north to .60 soon for an easy 50% ROI ... but much higher in coming months.

 

[kuwlness]

CHIO


Added some $1.44s earlier, got impatient, now trading at $1.40 ... ahh well, missed it by a few cents. Doubt it's going much lower. Should shoot back up to the $1.60s again soon. Just needs some more attention. I'm trying to give it to her

 

[sheaven77]

kuwlness how do you contact various CEO's from these companies. I sell private aviation, and would love to get in contact with a few of these people.

 

[kuwlness]

kuwlness how do you contact various CEO's from these companies. I sell private aviation, and would love to get in contact with a few of these people.

In most cases, you can find the director's & CEO's names and numbers in the company's 10K ... other times, it's more tricky and you have to call IR (investor relations) to get info. Other times, some Google searches will turn up this info. You can typically call the general phone number and ask to speak with whomever you're looking for.

I find that most of the China companies want to speak with investors, so they make themselves available ... if they speak Eng[r]ish, lol. Otherwise, you'll have to go thru IR. GL

 

[lax_gunman]

CSGJ
Got in at 1.24...I know you said short term it will break two but didn't see what you thought about near or long term. Thanks kewl, you da man.