Best China Micro-caps on the Market

[erwinmark]

Nektar ovarian cancer drug benefits women in study
CHICAGO
Sun Jun 6, 2010 6:45pm EDT

June 6 (Reuters) - About 48 percent of women with advanced ovarian cancer saw sustained benefits from treatment with Nektar Therapeutics' (NKTR.O) experimental drug NKTR-102 in a mid-stage study, the company said on Sunday.

Twenty-three percent of patients on a dose schedule of once every three weeks saw substantial shrinkage in their tumors, and 38 percent saw a marked reduction in the ovarian cancer biomarker CA-125.

The overall clinical benefit rate of 48 percent included patients whose disease did not progress while on two different dose regimens in the study.

The results from the study of 68 patients were presented at a meeting of the American Society of Clinical Oncology in Chicago.

"These results demonstrate that NKTR-102 holds great therapeutic potential for women battling ovarian cancer," said Dr. Ignace Vergote, head of obstetrics and gynecology and gynecologic oncology at the Catholic University of Leuven, Belgium, and the study's lead investigator.

About 230,000 women worldwide are diagnosed with ovarian cancer each year, and nearly 70 percent with advanced disease die within five years.

NKTR-102 is also being tested in two separate Phase 2 clinical trials in patients with metastatic breast cancer and colorectal cancer. (Reporting by Susan Kelly in Chicago; Editing by Peter Cooney)

 

[erwinmark]

FYI

Avastan, which is a 4 billion plus drug for Amgen, showed 18% of a similar group with responses! Do the math this could be a rocket. All I can say is the CEO of Nektar, promises and delivers, which I find rare in today's CEO's.

 

[DeathEatsaCracker]

From an Investor's Hub PM from kewlness:

Havent been on RX in weeks ... drop a line over there for me if you get a chance and let 'em know all is well in china land and the turn in the market is probably coming within the next 1-2% on the down-side for the market in general.

 

[punter]

Oh Wow after 8 to 10 post a day for months he sends a note.

 

[kuwlness]

Dont have the time to catch up on all the nonsense that has transpired here. I tried to do a good thing and help people make some money and it looks like most have turned their backs on me. Ahh well, no worries boys and girls ... never said i'd hold your hands, only present great long-term buying opportunities that'll likely yield a significantly higher percentage return than you'd yield in the market.

As mentioned from the beginning, these are INVESTMENTS, not trades. I didnt realize so many of you guys are Fund Managers and have monthly and quarterly quotas to meet. I certainly dont, i'm an investor and will remain one.

Anyway, best stocks I see on a PE basis are:

CCME
CNAM
LPIH
DJSP
LIWA
CCLWF -- warrants
NEWN

I also really like: SIAF, UTA, YONG, YUII


Ohh wait, these are pretty much the same as 6 months ago. YEP, they are ... that's what investments are all about. 2-3 years from now you'll look back and say, "damn, i couldve bought that sh!t 300% ago, whoops."


Anyway, i'll pop in from time to time, but you can always follow me over on the i-hub. FLDs are where the real money is going to be made. CDIV, EIGH, GRNO, and now PNTV. L8r peeps.

 

[kuwlness]

Well this baby is going to issue 23 million shares at 8.05 how do you feel about my questions now?
These guys are running some kind of con game, SEC looking into the accounting now!

I have no idea where you came up with this. It never ceases to amaze me how people that have no idea how to read SEC documents try to understand them. This is nothing more than the initial shares from the Reverse Merger. Sorry dude, you're way off.

There are 30.6M for the fully dilluted O/S -- this includes the 3.9M earn-out Preferreds. Looks like you failed to acknowledge that during the past 60 days the CEO, Mr. Stern, purchased the following Ordinary Shares jointly with his spouse in open market transactions as part of the purchases by Mr. Stern of up to $5,000,000 of Ordinary Shares described in Item 4 of Amendment No. 1.

Transaction Date

Aggregate Number of Ordinary
Shares Purchased

Average Price Per
Ordinary Share 1
June 11, 2010 2
5,500 $ 5.455

June 14, 2010 3
141,000 $ 6.097

June 15, 2010 4
107,500 $ 6.251

June 16, 2010 5
101,000 $ 6.310

June 17, 2010 6
92,804 $ 6.213


I dont know many CEOs that dump $5M into a crappy stock, lol.

I guess he saw a good deal and pounced all over it like I did. Cya @ $15 again in Q1 2011 : )

 

[BigDon]

welcome back kuwlness !!

 

[erwinmark]

Kuwlness you point out some interesting companies, but DJSP is a bad deal. I told you that at 13 and I'll tell you again now. I hope for many of your followers it goes to 15, but I don't see it now, or anytime in future.

 

[kuwlness]

welcome back kuwlness !!

Thanx Don, i'll be around more often. Had some family matters to attend to, was in Vegas for a week, my other dog had puppies. To say the least, May/June have been crazy.

Just remember the term "long-term investment" and you'll do quite well.

If anything had changed with any of the stocks mentioned here, i'd be here to let you guys know. Since nothing has changed, i saw no reason to continue referencing the same stocks.

DJSP was the only one that took a big hit, and it was way over-done. I loaded the boat between $5-$6 and it's now a #3 holding for me. Good potential to get back into double-digits later this year or early next year. Foreclosures arent slowing down any time soon, in fact we're over-due for another wave of 'em and I think once the Jumbo Loans go to sh!t, DJSP will really be raking in the profits.

Glen Bradford went to visit DJSP a week or two ago. He posted some great DD here: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=51472933

Glen is the master of MicroCaps and we like a lot of the same stocks.

Take care buddy : )

 

[tiznow]

Foreclosures arent slowing down any time soon, in fact we're over-due for another wave of 'em and I think once the Jumbo Loans go to sh!t, DJSP will really be raking in the profits.

you expect equities overall to go up despite this?

------------

also i notice these small chinese guys are getting little to no bounce with the current equity bounce not allowing those spec momentum players trapped at higher prices to run for the hills....giving yet another signal that overall markets are entering a new bear market

 

[kuwlness]

you expect equities overall to go up despite this?

------------

also i notice these small chinese guys are getting little to no bounce with the current equity bounce not allowing those spec momentum players trapped at higher prices to run for the hills....giving yet another signal that overall markets are entering a new bear market

Hey Tiz. For now, the Technicals tell me we're heading back to 1165-1170. I'll re-address things from there. I do think it's quite possible we fall into a bear market for a short period of time, but not really a full-blown bear market, just another large correction of an additional 15%.

I think there's a 20% possibility that we correct all the way back to the 900-950 level, but we'll just have to wait and see.

However, i consider myself I long-term investor and in a scenario like this i'll just continue to add to my positions as I prefer long-term Capital Gains rather than short-term.

If we do correct back to 900-950, it'll end by October and the market will rally back to 1050ish by year-end.

Still, need to see how well we do over the next few weeks and get a look at the long-term technicals at that time. If they're weak, i'll suggest the board to move to 50-70% cash and wait for better buying opportunities towards the end of Q3 or early Q4.

 

[kuwlness]

Going against the grain, here's some American stocks I've come to own recently and think they have strong potential going forward. While they likely wont yield you 200%+ returns like most of the China stocks, i think 30-50% is likely over the next year to 18 months:

CHK -- peak oil coming, get 'em while they're cheap
EAR -- play on baby boomers needing to hear, country-wide AARP contract currently rolling out
EROC -- reaffirmed guidance recently, i like it
FREE -- shipping
GSL -- shipping
NMM -- shipping
NNA -- acquisition company for Navios (above) -- warrants are also available
PSEC -- capital investments
SHIP -- shipping


I really like the shippers going forward and using any market weakness to add to my positions. I dont like DRYS, DSX, or TSBI, so dont ask. My favorite shippers are NMM (management is the best in the business imo) and GSL (just too cheap).

 

[DeathEatsaCracker]

Glad to see CHK on your list. I've been holding them for quite some time.

 

[tiznow]

sbr my top oil/natty gas play

you basically own a bunch of oil land all over and get royalties from the production they should be fine (still have reserves) for the next 20 years at least and as time goes on i'm sure the land has shale gas and other stuff if need be

 

[kuwlness]

sbr my top oil/natty gas play

you basically own a bunch of oil land all over and get royalties from the production they should be fine (still have reserves) for the next 20 years at least and as time goes on i'm sure the land has shale gas and other stuff if need be

I like HGT and a few other Royalty Trusts related to energy/oil. I need to revamp my list, but will be sure to take a closer look at SBR.

 

[tiznow]

started in 1982 with a estimated reserve life of 9 million barrels of oil and 62 billion cubic feet of gas

paid out 964 million in royalties (and prior to mid to early 2000s oil prices were way lower than they are now) as of 2009 annual report (current market cap 693 milion)

current estimated reserve life of 5.3 million barrels of oil and 32.9 billlion cubic feet of gas

so dropped about 40% from where they started in 28 years time

dont' suggest buying it now anyway with the bear in progress

but something i have on my list for buy, buy, buy time down the road.....just a long term "baghold" play.....be patient and buy any big dips

 

[tiznow]

just insanity how rich you'd be if you bought a pile of SBR back in the 80s

all those royalty payments over the years plus it was a 2 dollar stock back than just insane

 

[kuwlness]

Looking to test S&P 1085 tomorrow, or worst-case 1076 over the next few days. Go long the market at these two levels for the big push back to 1150-1170.

I'm seeing some very bearish long-term indicators. I dont like the housing numbers nor the earning Q earnings warning signs coming from the US companies.

I'd recommend selling into the strength once we get above 1150. At this point, you want to start moving to cash and obtaining short positions in SDS, QID, and the other ultra-shorts.

Either hedge your long positions by buying TZA (small cap bear ETFs) and/or Puts in the stocks that have options available (CCME is the only one that comes to mind).

I have an S&P 900-950 target if these bearish indicators play-out. It'll likely be short-lived, but it'll save/make you a bundle by moving to Cash and Short positions.

The FLDs are, imo, the best place for your money if you dont short the market around 1150-1170. GLTA

 

[tiznow]

doubt we get back up there now that we've once again failed at the 200 DMA....

think we move off to new lows now and the high the other day at 1131 all they gonna get outta this push from the 1040 near term low

but than again i'm horrible at the near term shite......

we've entered a new bear with the top at 1220 that much seems clear and i highly doubt 900-950 will be the end of downward pain

 

[irishcapper]

kuwlness, haven't heard much on ccgy lately....thoughts?