Sovgem Share Discussion Threads

[worc0670] 01/2/2006 13:33

Just bought in the other day @ 14.5p. Hope I'm not too late. Seems hard to believe with the performance of each investment that this shouldn't reach 20p in the next few months.....

[jhan66] 30/1/2006 18:15

Just had the email notification (up 7% more today, $20.50)-

New Issue: Bodisen Biotech Inc.
Date Posted: 2006-01-25 09:35
Bodisen is an independent USA incorporated company listed on AMEX which is engaged in developing, manufacturing and selling organic fertilizers and pesticides in the Peoples Republic of China.

Listing exchange: AIM

Expected first day of trading: n/a

Expected money raised: TBC

Nominated Advisor: Charles Stanley & Co. Limited

Nominated Broker: Charles Stanley & Co. Limited

[simonparker5] 30/1/2006 17:41

Jonwig. BY the way thanks for a very informative header your efforts are appreciated.

[jonwig] 30/1/2006 16:40

simonp - thanks, will check tomorrow.

[simonparker5] 30/1/2006 16:38

jonwig. Using your numbers in the header I make NAV now nearer 28p given the rises we are seeing across the water this afternoon. So a mid price of 13.25 is below half of NAV. This has got to make up some of this difference soon.

[jonwig] 26/1/2006 12:13

Added to his holding:

By an email dated 25 January 2006 the Company was notified that Antoine de
Sejournet holds 1,400,000 ordinary shares of 0.001 pence in the Company
(representing 6.15%).

Just for the record:

27/10...1.1m...4.82%
03/11...1.2m...5.27%
25/01...1.4m...6.15%

[justin_time] 26/1/2006 12:12

SovGEM Limited
26 January 2006


SovGem Limited (the 'Company')

26 January 2006

Notification of Interest

By an email dated 25 January 2006 the Company was notified that Antoine de
Sejournet holds 1,400,000 ordinary shares of 0.001 pence in the Company
(representing 6.15%).


End

This information is provided by RNS
The company news service from the London Stock Exchange

[milner2] 26/1/2006 09:31

CHNG 5.25p heres why.

Bodisen Biotech Announces 8.6% Equity Stake in China Natural Gas, Inc. (Stock Symbol: CHNG).
Wednesday January 25, 8:00 am ET

NEW YORK--(BUSINESS WIRE)--Jan. 25, 2006--Bodisen Biotech, Inc., (AMEX:BBC, website: www.bodisen.com), the first China based environmentally friendly bio fertilizer company listed on a U.S. stock exchange, announced today that one of Bodisen's strategic investment projects, China based Xi Lan Natural Gas Co. Ltd, recently became a public company in the U.S. under the name of China Natural Gas, Inc., (OTCBB: CHNG - News, www.naturalgaschina.com - News).

Bodisen owns 2,063,768 shares of CHNG, representing approximately 8.6% of CHNG which it purchased in October 2005 for approximately $2.85 million. One of the key components of Bodisen's compound fertilizer products is urea, which is manufactured through natural gas.

Ms. Karen Qiong Wang, Chairman & CEO of Bodisen commented, "This strategic investment allows Bodisen to potentially benefit from lower raw material costs as China Natural Gas becomes a supplier of natural gas to some of the largest urea manufacturers in the Shaanxi province. Bodisen is confident that the China Natural Gas management team has the experience needed to continue to grow its highly profitable business. China Natural Gas' recent completion of $10.4 million in financing with institutional investors is a testament to the strength and scalability of its business model and its potential as a public company in the U.S. capital markets. Bodisen is pleased to own a significant equity stake in one of China's best run natural gas services providers."

Mr. Minqing Lu, CEO of China Natural Gas commented, "Having completed our recent equity financing with a syndicate that has U.S. and international institutional investor reach, we are now able to move forward with our investment in the construction and acquisition of retail compressed natural gas filling stations in the Xian marketplace. Through our partnership with Bodisen, we will both be able to grow together in China while still maintaining each company's individual focus on producing solid results to enhance shareholder value for our investors."

About Bodisen Biotech, Inc.

A Delaware company, Bodisen is headquartered in Shaanxi, China's agricultural hub. The Bodisen brand is a highly recognized fertilizer brand in China. Its environmentally friendly "green" products support the mandate of the Chinese government to increase crop yields for the purpose of decreasing China's dependency on food imports. Among China's population of 1.3 billion, approximately 900 million are farmers whose incomes depend on their crop yields. With over 60 products and approximately 600 (and growing) nationwide distribution centers, Bodisen has experienced rapid growth. Bodisen's products are based on proprietary agricultural technology jointly developed by company scientists and university laboratories. These products address grains, vegetables, and fruit crops and have been proven to increase crop yields by 10% to 35% while being 100% environmentally friendly. In early January 2006, Forbes Magazine ranked Bodisen Biotech among the "Top 20 Growth Companies in China."

About China Natural Gas, Inc.

China Natural Gas, Inc., ("CHNG"), a Delaware company, is the first China based US public natural gas services provider that owns and operates a 120 kilometer long compressed natural gas pipeline in China's Xi'An area, a fast growing Chinese city supported by a population of 7 million and is the "gateway" to the broad Western regions of China. CHNG has three profitable business segments: end user delivery of natural gas services to residential and industrial customers, wholesale natural gas to retail natural gas filling stations, and retail natural gas at company owned natural gas filling stations. The city of Xi'An has approximately 20,000 Taxis, 3,000 buses and 2,000 special purpose vehicles that are powered by compressed natural gas.

Safe Harbor Statement

This press release may contain forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on the current expectations or beliefs of Bodisen Biotech, Inc. management and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements.



Contact:

Investor Relations:
The Piacente Group, Inc.
Debra Chen, 212-481-1907
[e-mail]


--------------------------------------------------------------------------------
Source: Bodisen Biotech, Inc.

[hugepants] 25/1/2006 15:51

Well CHNG is up nearly 20% today to add to Concorde O&G currently up 60% to 11.25p. Not a bad week for SOV shareholders.

[milner2] 25/1/2006 14:47

Well done with the new charts jon.
rounded up my holding with a few more 2day.......
Concord o&g now 11p....

[paradox] 25/1/2006 14:47

I don't know who's keeping this board updated but whoever you are you're
doing as good a job as Hugh de Lusignan. Well done that man!

[hugepants] 25/1/2006 13:08

Concorde Oil and Gas thread;


Its up another 27% today. Maybe they've found gold instead of oil/gas.

[hugepants] 25/1/2006 09:26

NAV must be over 22p now.

[jhan66] 24/1/2006 20:09

reason why Bodisen is up 17% today-

Bodisen Biotech expects increased revs in 2006 and beyond, says China eliminates agricultural tax : BBC announces that the Chinese gov't recently eliminated an important agricultural tax that had been levied on Chinese farmers since 1958; Chinese farmers have traditionally been paying on average a 15.5% agricultural tax on farm output. Co says getting rid of the tax will significantly increase farmers' income across China, giving farmers incentives to purchase high quality, higher crop yield environmentally friendly fertilizers from Bodisen. Co says its sales channels have already seen positive responses and increased orders from end user farmers. BBC says it is on track to achieve record earnings growth in 2006 and maintains its position as one of the fastest growing companies in China.

Great performance right across the portfolio from Sovgem. Do they pick lottery numbers too?

[coroon] 24/1/2006 10:28

Thats strange,I made my purchase at 08.54 its taken an hour to show on the iii trades,and it's recorded as a sell.Could possibly mislead future investors.

[hugepants] 24/1/2006 09:58

Concorde Oil & Gas going like the clappers again this morning. Biggest riser on OFEX and now at 7.375p.

[coroon] 24/1/2006 09:13

Sovgem have made some cracking investments ie Concorde up again this morning and the latest China Natural Gas could be another winner,So have added to to my holding. 20k @12.68 .I missed out on getting these cheap a couple of months ago was in Aussie and New Zealand touring.

[jonwig] 23/1/2006 19:12

As Concorde O&G has closed at 5p, the NAV is about 0.8p/sh better than it was this morning.

[milner2] 23/1/2006 14:42

Had an honest response from Mr lusignan recently when inquire about when the website would be up running, his answer was basically some of the quotes he had received for construction of the site where ridiculously high and he was all for keeping costs down at moment.
Emailed Tynda, hoping to get a date for their public listing, as yet no response.

[hugepants] 23/1/2006 14:01

John
I think Hugh "quite good" Lusignan has a better ring to it :)

I did a quick google search on our new investment China Oil and Gas.

[jonwig] 23/1/2006 13:55

Yes, he's 'Mr Incredible', our Hugh de Lusignan.
And all we're getting is a discount to NAV near 40%.

The prospectus does suggest that realisation and return of profit to shareholders is part of the company's strategy.
I think I'll check out the exact reference and e-mail him to keep the money in SOV!

I see the website is still 'under construction'.

[hugepants] 23/1/2006 13:48

Milner, As you say Concord on OFEX up 21% today. Its nearly tripled since SOV bought 2 weeks ago. Thats quite good.

[milner2] 23/1/2006 12:50

Concord oil&gas doing well 6p.
Kick meself for not following them in.

[hugepants] 23/1/2006 12:48

Another investment showing significant paper profit in a very short period. How do they do it!

As part of the placing SovGEM bought 357,143 shares at US$2.80 per share. CHNG's share price at close of business on 20 January was US$3.90, representing an potential unrealised gain of US$392,857.

[jonwig] 23/1/2006 10:54

Another investment (full RNS - see link in header):

SovGEM (AIM: SOV), the emerging market finance house, today announces that it
has made a US$1million investment in China Natural Gas, Inc. (CHNG). CHNG owns
and operates a natural gas pipeline in Xian, China, and distributes the gas to
businesses and consumers in the Xian area.
...
As part of the placing SovGEM bought 357,143 shares at US$2.80 per share. CHNG's
share price at close of business on 20 January was US$3.90, representing an
potential unrealised gain of US$392,857. Allowing for current valuations,
SovGEM's Directors estimate that the Company's current Net Asset Value is 20.8p an increase of 62.8% from its NAV of 12.77p at flotation (November 2004).

Will update header later.