Tinci Share Discussion Threads

[stockonomist] 28/5/2014 11:43

Not had a look yet but I think my initial thoughts would be that although FGD is a huge 'growth' area there are a number of things going on with the Chinese market that make it not a clear growth story. e.g. The most speedy way to cut coal pollution is just to stop coal production especially from smaller inefficient producers. Coal producers can also 'pay' for pollution by purchasing emission credits now to some extent which makes them make an economic choice between the risk and capital cost of FGD versus the current P&L impact of buying credits annually. As its a Chinese stock I look for the valuation to be 5-10x out of sync before even going near it. e.g. CNEL was a no brainer at 0.6p because it could be worth 6p+ in a Western valuation scenario. But it had a growth market going for it and I convinced myself the Management/Board weren't on the con. NBU on the other hand selling cheap tat running shoes is not a growth business and despite it being on 1x PER I'm not convinced Management/Board not on the con.

[21trader] 28/5/2014 11:35

5 buys come on mm's lets have that bid up again.

[21trader] 28/5/2014 11:20

Thanks.

The cash plus the investment 22.5% stake in JiangSu seem to be worth more than the market cap easily but I'm not sure about the accounts if there is debt or none at all.

Some buys all of a sudden ?

[stockonomist] 28/5/2014 01:03

will take a look at this

[21trader] 27/5/2014 11:29

Cannot believe well I can in this market there's sellers so low have they not read these excellent results ?

ha ha Simon great place not my hometown but close by cracking atmosphere everywhere we went.

[simonparker5] 27/5/2014 05:37

Newcastle is my home town so yes, I know what you mean!!

[21trader] 27/5/2014 02:16

Thanks Simon.

Have to see where the price is when I surface but Newcastle on a bank holiday is a great night so safe to safe I will not be up at the open in 6 hours but will buy many more if the mm's have managed to get the price down.

[simonparker5] 26/5/2014 17:47

21trader that makes both of us. These are too cheap and should be trading at 10-20p. Will have to just wait I guess. We will be rewarded. ATB

[21trader] 24/5/2014 15:36

Been reading the results again. Looks incredibly cheap but no more posts. Looks like most who bought on the way up Friday sold again except myself.

Does anybody agree or disagree with the numbers making this look a snip ?

[cascudi] 23/5/2014 15:06

China has big issue with pollution.
This result of Tinci is confirming the big opportunity that is now real for those company that are there to solve the problem.
I think it is the beggining for Tinci so no rush to sell now imo

"..We believe the new Environmental Protection Law is a signal from the government that it is taking the issue seriously"


hxxp://www.nytimes.com/2014/05/20/opinion/chinas-pollution-challenge.html?_r=0

[still waiting] 23/5/2014 15:06

that's the news over with for 6 months on this stock.

surprised it's still listed.

[21trader] 23/5/2014 15:00

wow the 13050 at 6.29p sells for 4.8p this is incredible and so amusing to watch.

At this rate I will be the only person to buy in today that has not sold :-))

[21trader] 23/5/2014 14:55

Spread 5.05-5.45p much better than 4.5-6.5p showing

[21trader] 23/5/2014 14:54

I'm trying to understand those 3 traders. So on a wide spread if they have not made a profit in 20 minutes they will sell for a big loss. Wiped out in a week if you continue doing that.

[cascudi] 23/5/2014 14:53

it has been a long wait. but news seems fantastic

[still waiting] 23/5/2014 14:52

just saying with this stock, the spread and nms kills you.

[21trader] 23/5/2014 14:50

15899 sold as well

SW

What a ridiculous comment to make. In illiquid shares it will swing both ways
supply and demand. Those 3 morons who bought and sold minutes later had no
trouble selling inside the spread....madness

[still waiting] 23/5/2014 14:48

terrible trying to sell these mind.

[21trader] 23/5/2014 14:47

lol

13244 buys at 6p sell minutes later and so has the 8077 where do these idiots
come from ?

[21trader] 23/5/2014 14:46

5.15-6.09p

Should be more interest if they keep dropping the price again.

[21trader] 23/5/2014 14:42

Only stuck £1500 in in share price so happy to let it ride but it looks like a major
correction is on the cards but not one to stick £10k in looks too illiquid and it is Chinese never than safe.

[simonparker5] 23/5/2014 14:38

21trader no reason why not, even at 15p these would only have a market cap of £7m.

[21trader] 23/5/2014 14:37

Not sure why it has gone to 7.5p offer still 6.24p offer online.

[21trader] 23/5/2014 14:35

61% up yet I'm about 5% up :-))

Could this do 100-200% today ?