Best China Micro-caps on the Market

[tiznow]

puda strictly a coal/commodity play at this point

it will move with coal/commodities generally speaking moving forward

haven't looked at the other guys

ckgt still looks toppy as hell to me...it had a good run from 20 cents to 2...its time for a rest on that guy...well hopefully i like that guy long term and want it cheaper...ha....missed it back when it was 1 not sure i'll get that cheap down the road but we'll see.....

 

[Konun8]

I own a couple Chinese small caps:

CEU
LPIH
CRJI
OLOU
JADA

Only the first 2 are worth owning, the bottom 3 are complete shit right now, although they may shoot up a little bit in the coming months. CEU just announced earnings this afternoon and things are looking very promising right now with this stock. I also think LPIH has a lot of potential.

 

[kuwlness]

I own a couple Chinese small caps:

CEU
LPIH
CRJI
OLOU
JADA

Only the first 2 are worth owning, the bottom 3 are complete shit right now, although they may shoot up a little bit in the coming months. CEU just announced earnings this afternoon and things are looking very promising right now with this stock. I also think LPIH has a lot of potential.

Nice little portfolio. Dont' rule JADA out just yet, I still have a sizeable position from the .20s in that one (although I did flip 90% of my shares at .80 and re-bought in the high .30s). I need to read up on CRJI and OLOU, I'll give you my input in the near future.

LPIH has a bright future. Although that joke of a CFO (Crane) will continue to cause problems. Still worth at least $5 IMO. I wont be selling until at least $4.

CEU is worth $15-18 IMO, maybe even $20. I wouldnt sell at these prices, but I'm not a buyer either. You can probably trade it up to $13 and keep a small core position to $16, then I'd sell.

GL & thx for sharing.

 

[ANOTHERDAY]

CNOA - down 40%hno:

Had a stop limit at 1.16 and act price at 1.16, my mistake and it never was soldhno:.

 

[tiznow]

that sucks man glad I was patient with that guy

Earnings were crappy I'll sift through the numbers later to see if I want to jump in now

Also I'm shocked they still haven't said anything related to the litigation issue

 

[UltF]

CNOA - down 40%hno:

Had a stop limit at 1.16 and act price at 1.16, my mistake and it never was soldhno:.

I bought a few hundred at .74 to avg down. Hopefully that's not good money after bad. I'm not an economist but their earnings didn't look THAT bad imo. The article I read didn't say what expected earnings were though... just what last year's were. I'm guessing they don't typically predict earnings on OTC stocks? The 17 million in cash part looks nice, anyway.

 

[kuwlness]

I bought a few hundred at .74 to avg down. Hopefully that's not good money after bad. I'm not an economist but their earnings didn't look THAT bad imo. The article I read didn't say what expected earnings were though... just what last year's were. I'm guessing they don't typically predict earnings on OTC stocks? The 17 million in cash part looks nice, anyway.

CNOA -- ouch.

My apologies on this one. I mean, no one can predict earnings, but this was a huge miss by the company. However, I wont take full responsibility since I've been recommending since the .60s. Believe me, a lot of people took a blood bath on this one today. Can't believe we opened at .80 and traded down to the high .60s.

FWIW, I grabbed 10k at .70. It's gonna be good long-term IMO. Will probably flip more than half of that once we get back over $1. Still worth $2+.

Earnings weren't that horrible, just a lot less than expected:

Double profit and earnings over 2008
$17M + $8M in cash + $44M in receivables, $8M in debt

Sounds cheap to me.

 

[kuwlness]

CKGT: Filed NT-10K, reason for the little sell-off the last few days. People panic over late filings, I capitalize on their panic selling.

CGDI: Same as above

LPIH: Same as above

CSGJ: Same as above

BSPM: Been rocking the last few days. I flipped some in the $2.40s today hoping to re-buy around $2.20 tomorrow.

YUII: Road-blocked. Seriously, we have a 35k seller at $5.85 that isnt budging. However, this was the same case with CPBY a few months back (in the high $2s) and look where it is now. I dont care if it's dead money for 2-3 months, it's still worth at least $10 and I'll hold for that easy almost double. -- i doubt it takes that long though

YONG: Shit earnings. Hoping to re-buy at $7

CHFI: Seems to have found a bottom at .35. I hope so, this has been bleeding me since $1. Dont care, when people are uncertain, I'm bullish.

SIAF: Kick-ass news today. This will be worth $3-5 in a few years. I'm not flipping this one. Low-float, can easily move, and it's illiquid for the most part so I'd rather just hold for the up-listing to OTCBB next year, and the inevitable American-exchange up-listing in another year or so.

CCGY: Love the story long-term. Took a little hit after earnings. This will probably be over $2 by this time next year.

CHIO: Love it long term. Made .08 first Q of 2010, and it's trading at less than .80, LMAO. I have 12k after today. Still heading to $2+

SGZH: Bought today on the brutal sell-off at $8.75. Only a few hundred shares, hoping it goes lower. Probably worth $20 by this time next year.

XODG: Grabbed another 3k at $1.02 today. Cant believe this is back to where I bought it a week or two ago. $3-5 price target in the next 12 months.

ALIF: Dropped it. Worth $2+ but dillution is almost certain and I dont know enough about the company so I'm waiting on the sidelines and I'll buy it when they announce the financing deal -- which will likely be met with selling.

CSGH: Should start to move again soon. Lots of news on the horizon. Battery deals should start to be getting signed. It bottomed around $1.45 after Q earnings, so I'm hoping to add a few K around $1.50 in the next few days.

CYXN: Loaded at .50 a few weeks back. Still holding. Should be ready for a nice leg-up soon.

TSTC: My baby. God, this stock is probably gonna act like RINO and make a lot of people rich -- me included, hopefully, lol. Bought a ton last Friday at $11.50, unloaded it all today at $13.80. Re-bought 2k at $13. FWIW, a mutual fund buyer started buying today at $13 as well (the reason I re-bought so soon). He bought 39,000 shares at $13. I dont think this will head much lower, it might consolidate for another day or two, but I think we're heading to $15 very soon.

My estimates put them at or very close to .80 EPS next Q. .80 EPS in one Q!! Times that by 4 (4 Quarters in a year, duh!), and you've got about $3 in earnings. Ummm, minimum 10PE on this one, though it'll probably get 15+, and you've got yourself a $30+ stock. Gotta love it.

_________________________

Sorry they're not in order, just gonna have to sift thru 'em. GLTA

 

[kuwlness]

I dont usually post this stuff because I dont want to overwhelm you guys with information, but here goes:


ARBITRAGE OPPORTUNITY:

CNDZF/ China Cord Blood IPO confirmed for Thursday 11/19/2009

Bid on commons today was $9.20.

Warrants, exercisable at common price of $5/share up to Dec 2010, and effective with IPO/uplisting to NYSE.

Warrants trading at .80 x .87 with intrinsic value of $1.70 based on IPO price set at $7.50

_______________________________________________________________________________
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<o> </o>
Easy way to explain this is as follows:

You buy the warrants (ticker: CNDWF) at appx .80 (I bought 5k at .80 today). These warrants give you the right to purchase the stock at $5 up until 12/31/2010. It’s set to IPO at $7.50, so warrants would be exercisable immediately. Current bid is $9, meaning there is strong interest already.
Therefore, you would be able to exercise your warrants and buy the shares at $5/share and immediately turn around and sell them for appx $9/share. Minus the price of the warrants (.80), that’d leave you with appx $3.20/share in profits. Now I don’t know for sure how the IPO will go, but looking at the current bid, it’s looking good so far.

Now, you need to keep in mind the IPO could be a disaster and the stock could go below $5, meaning you couldn’t exercise your warrants until it goes back over $5/share. However, in this case, the best way to explain this is being dealt a 20 in a hand of BlackJack, odds are highly in your favor.
________________________________________________________________________________

If you're new to trading, I dont recommend this trade for you. This is for the very skilled and can return significant profits. Hell, if it IPOs and opens at $9, I'm exercising all my warrants and will immediately sell. That'd be $5/share + .80 (cost of warrants) = $5.80, then I can sell those 5k shares at $9 would yield $3.20/share profit (5k x $3.20 = BANK).

Also, keep in mind warrants are tradeable just like stocks. You dont need to exercise the warrants (i dont expect most people will be able to buy 5k shares of a $5 stock) ... you can trade the warrants. They will go up and down in value just like the stock will.

 

[tiznow]

overwhelm? nah...LOL

glad you bring some of this stuff to my attention like bspm going good thus far

but geesh you call for targets on such and such a stock to gain 2-300% one week...than next week you say your entire portfolio has changed...giving 10 new issues to look at

anyway people need to think for themselves....and do their own research and such...and really know what they getting into....

looks like ckgt may eventually come back to me....

patience is a virtue

pretty disappointed with cnoa earnings and i'm not exactly sure how their investment in the vineyard is gonna work out....this company seems to flip in and out of businesses quite rapidly so hard to really get a feel for them...plus you still don't know what's going on with the litigation issue....i'll probably just stay away for now and keep and eye on it....

 

[kuwlness]

overwhelm? nah...LOL

glad you bring some of this stuff to my attention like bspm going good thus far

but geesh you call for targets on such and such a stock to gain 2-300% one week...than next week you say your entire portfolio has changed...giving 10 new issues to look at

Well, I'm a trader and an investor -- I change my portfolio daily, but keep core positions in the majority of the stocks I like. Yesterday BSPM was my 2nd largest holding, after today, it's #6. Tomorrow it'll likely be back to #2 if I can re-load at $2.20; otherwise, I'll just let what I have ride and buy more on the next pull-back.

The 2-300% gains I call for are in the penny stocks. Those are just gambles. However, the majority of the stocks I've mentioned here will likely be trading at significantly higher values this time next year than where they're currently trading at. The China micro-caps are long-term investments that you can trade around as they go up and down.


As for CNOA, total bummer. Although, their financial conditions are healthy, from 10k:

"On September 30, 2009, the Company's cash and cash equivalents totaled $17.3 million compared to $1.6 million as of September 30, 2008. As of September 30, 2009, current assets totaled $90 million and current liabilities were $30 million. During the nine months ended September 30, 2009, the Company used 5.0 million in its operating activities, reflecting the increase in the Company's accounts receivable due to the increased sales for the nine-month period. The Company also recorded $5.2 million of investments and $9.8 million of cash inflows from financing activities during this period."

40 Mil in revenue and .06 EPS for Q -- not bad for a .75 stock, lol.

 

[ANOTHERDAY]

CNOA -- ouch.

My apologies on this one. I mean, no one can predict earnings, but this was a huge miss by the company. However, I wont take full responsibility since I've been recommending since the .60s. Believe me, a lot of people took a blood bath on this one today. Can't believe we opened at .80 and traded down to the high .60s.

FWIW, I grabbed 10k at .70. It's gonna be good long-term IMO. Will probably flip more than half of that once we get back over $1. Still worth $2+.

Earnings weren't that horrible, just a lot less than expected:

Double profit and earnings over 2008
$17M + $8M in cash + $44M in receivables, $8M in debt

Sounds cheap to me.

Just let it ride correct? Thats all there is to do...

 

[kuwlness]

Just let it ride correct? Thats all there is to do...

Absolutely. The company still did decent earnings of .08 EPS and improved their financial position. Next Q should really tell the story. Not worth having a huge position in as this is still a bit questionable at this rate. There should be some volatility in this stock for the next week or so, take advantage and buy the big dips and flip some trading shares. Worth keeping a core position in this one regardless IMO.

 

[kuwlness]

CPQQ:

Forgot about this companies awesome earnings. Just sold 90% of my position. Not bad since I was pounding the table at $1, and now it's $2.70, lol.

 

[kuwlness]

CNDWF:

Guess others are starting to realize the value here. Still a deal under $1 IMO.

 

[kuwlness]

TSTC

Time to add if you havent yet. Taken down on low volume. This wants to go higher, market says not today. I say soon enough. $15 is just around the corner.

 

[tiznow]

haven't looked into tstc's financials but chart looks toppy as hell on top of it having an INSANE run from 1 to where its at now since march

maybe it'll keep on a goin' i dunno....just my two cents

 

[kuwlness]

CNDWF +50%


Whoohoo, Knew that was gonna be a winner. Hope you guys got in this AM, intrinsic value is almost gone. I'll sell half at $1.99

 

[kuwlness]

TSTC

Dip-Buying opp pretty much gone. Tiz says toppy, I say it's still cheap.

 

[kuwlness]

CNDWF +50%


Whoohoo, Knew that was gonna be a winner. Hope you guys got in this AM, intrinsic value is almost gone. I'll sell half at $1.99

CNDWF will hit $1.99 today. My opinion of course, just have a feeling.