Vision OP China Share Discussion Threads

[ppowerscourt] 11/11/2009 09:41

Morning, my MMM friend:

FML has had its chart analysed by Fingers crossed on his £1 thread. Fundywise, I feel FML is engaged in too many metals in various tenements and difficult for me to keep track. All evens out but lacking a particular star as such.

[andrbea] 11/11/2009 09:06

another one of mine inching up

acpm (2.7% today)

for posts go to acpm thread

[andrbea] 11/11/2009 09:04

already in ukr p-p, so a good choice :-)
glad your adopting the 'many makes merry' approach to the portfolio :-)

my latest 2 buys are sng and mdc
mdc has trebled in 6 weeks

sng may have news tomorrow, see my posts there (sng thread)

nia dyor

[ppowerscourt] 10/11/2009 22:57

Hi, Andrebea,

Back online again. Actually I had quite a good time being off-line except doing about an hour per day at the local library. I walked, shopped, clean house, watch my woollies and cashmere, and made a whole load of delicious food. Ha Ha. Times must be good as my portfolio is doing steady overall.

Will look at those you mentioned above.

I am now interested in following your example and start pumping in small money lots into the microcaps and ride like that for a while.

Cheers,

pp

p.s. Found a small gem called Ukrain Products, UKR. One of my admired chartists really like the share chart. UKR is now my first pick for this new lot which has been inspired by Andrebea. Hehe.

[andrbea] 10/11/2009 15:33

look at..
fml too

[andrbea] 10/11/2009 15:19

chsh, don't know enough about it to give a recommendation
I'm holding long-term though

back to voc:

liwa up 6.9%, qkls 1%
so holding its value ok.


markets (AIM at least) are a bit oversold IMO
just look at
bao, bpc, pxs

pogw have doubled this month by the way

nia dyor

[andrbea] 05/11/2009 11:07

voc is sitting pretty IMO

loads of warrants exerciseable at a low price in 2 investee companies (whose share price is currently much higher, qkls and liwa)

[ppowerscourt] 05/11/2009 11:04

Andrbea:

Excellent.

I own RUS, may look at RUSW which is even better value and long shelf-life.

This VOC is amazing. it won't budge half of a cent even!

Cheers,

pp

[ppowerscourt] 03/11/2009 10:02

Andrbea:

I'm off-line Broadband for 3 weeks. Talk later.

pp

[andrbea] 02/11/2009 15:08

voc's investee company qkls doing well today, up 8%



remeber voc holds discounted warrants in qkls


Chinese Supermarket Chain QKL Stores Selects Manhattan Associates' Supply Chain Platform
November 2, 2009

Leading Regional Supermarket Chain in Northeast China and IGA Member to Deploy Manhattan ILS

Shanghai, China and Atlanta (GLOBE NEWSWIRE) - Global supply chain optimisation provider Manhattan Associates, Inc. (Nasdaq:MANH - News) today announced that QKL Stores Inc. (OTCBB:QKLS - News), a leading regional supermarket chain in Northeast China and a member of the Independent Grocers Alliance (IGA), has chosen Manhattan ILS(TM): Integrated Logistics Solutions, built on Microsoft(R).NET, as the technological cornerstone of a supply chain development programme to support its expanding store network in the Heilongjiang, Jilin and Liaoning Provinces and in the autonomous region of Inner Mongolia.

Following a rigorous vendor selection exercise, QKL Stores chose Manhattan on the strength of its solutions, the experience of its people and the local support capabilities it offers clients throughout China including a rapid deployment capability for Manhattan ILS.

To read the full release, please go to

[ppowerscourt] 30/10/2009 08:47

Yes. But my problem is impatience, especially over 12 mths, let alone sitting on an static share for 24 mths; worse pain if the slide scale causes deepening red. Take Zeehan for example. Just not got the patience for it to come good though I know it'll come good with new management.

That's why VOC is so attractive for me.

[andrbea] 30/10/2009 07:52

Tks p-p

one important rider to the strategy

invest only small to modest amounts per share (in that cartload of shares) at first. It will take 2 or 3 years before you become an accomplished trader, and your losses (through inexperience) will be high at the beginning. As success comes, increase the amounts per share (new investments).

nia dyor

[ppowerscourt] 30/10/2009 07:49

Andrebea:

All credit to you for trying your strategy. Current climate suits this approach well. Cheers.

pp

[ppowerscourt] 29/10/2009 18:41

Cheers, Andrbea!

One hundred companies! WOW.

pp

[andrbea] 29/10/2009 11:35

investee company
qkls

DAQING, China, Oct. 20 /PRNewswire-Asia/ -- QKL Stores Inc. ("QKL Stores" or the "Company") (OTC Bulletin Board: QKLS), a leading regional supermarket chain in Northeast China, today announced that it has received approval for the listing of its common stock on the NASDAQ Capital Market. The Company anticipates that its common stock will begin trading on the Nasdaq Capital Market on Wednesday, October 21, 2009 under the symbol "QKLS." Until that time, the Company's common stock will continue to trade on the OTC Bulletin Board under the symbol "QKLS."

Mr. Zhuangyi Wang, Chairman and Chief Executive Officer of the Company, said, "We are extremely pleased to meet the listing standards for the Nasdaq Capital Market, and that our application for listing has been approved. We expect this milestone in the Company's development to improve its visibility and coverage in the marketplace. We are optimistic with respect to our future growth opportunities and believe our listing on Nasdaq can increase overall investors' interests in our company."

[andrbea] 29/10/2009 08:16

p-p

They say buy shares, put them in a drawer and forget about them.

They also say the stockmarket is where the impatient get burned and the patient win out.

For years I used to hold say 8-10 shares, like everyone says you ought to.

Trouble is, with few shares, if the news dry up, impatience makes you sell and hop on something else.

So this year I've increased my number of stocks to over a hundred (to take out the impatient selling of dull stocks). You also get a better picture of how the market is doing (compare the mass of red against the mass of green), and the total value of your portfolio stays broadly the same (you get more of a cushion from the mass of stocks when you suffer a big down day on a popular stock, like GKP).

If your stock picking is good, though, you may have ca. 10 shares that do really well in any one quarter which will give you steady growth.

nia dyor

[ppowerscourt] 28/10/2009 18:59

Steady as she goes.

[ppowerscourt] 27/10/2009 12:45

Hi Andrbea:

After much looking and deliberating. I still prefer VOC more than any other China shares. I like the medical equipment share as well for their products and needy market in China. I have now foregone CRHL, former Zeehan, again for its intransparency, to me anyway.

The market is certainly great and prospering in China and will stand up against deteriorating strengths of the old economic giants in US and Europe.

Voc is really a rare gem because of their microcap choices in booming and low-cost producer China, though small caps but high dollar value shares. It hasn't dropped at all unlike their contemporaries who have responded to effect of general market down-turn. These guys at the helm know their stuff well. VOC is a young star.

Andrebea, I really admire you because you seem to be in so many shares. How do you do it? My success rate was never that good and have now decided to restrict my intake and maintenance of only solid growers. Even mega-stars seem to die or slow down at some point. I have accepted all these.

Cheers,

pp

[andrbea] 27/10/2009 09:14

thinly traded this share...

on PLUS:

23/10/2009 16:26:37 1.49 5,486 O 8,160.43
20/10/2009 15:47:55 1.46 5,000 O 7,275.00
20/10/2009 12:54:10 1.50 500 O 750.00
12/10/2009 11:16:34 1.42 501 O 711.42

[andrbea] 27/10/2009 08:27

qkls is currently usd 7.09/share

so they have a paper gain already on the warrants of (average 7.09-3.825) x 7.352m = usd 24m

similar story over at liwa
strikable warrants, bought at 3.5 usd, where share price is ca 8usd

nia dyor

and the increased nav on voc, see results:

unaudited NAV per share at 30 September 2009 of US$2.0947
(August 31 2009 : $1.5135).

[ppowerscourt] 26/10/2009 10:00

RNS Number : 6535A
Vision Opportunity China Fund Ltd
13 October 2009

NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN WHOLE OR IN PART INTO THE UNITED
STATES, CANADA, AUSTRALIA, SOUTH AFRICA OR JAPAN


13 October 2009
Vision Opportunity China Fund Limited
(the "Company" or "VOC")
Net Asset Value as at 30 September 2009 and Market and Portfolio Update


Vision Opportunity China Fund Limited ("VOC") (AIM:VOC.L), a closed-ended fund
traded on AIM that invests in companies with operations principally within
Greater China, today reports that its unaudited Net Asset Value ("NAV") as at 30
September 2009 was US$138,649,850. VOC has 66,189,574 shares in issue, which
has resulted in an unaudited NAV per share at 30 September 2009 of US$2.0947
(August 31 2009 : $1.5135).




Chinese economy update:


We are seeing an upward trend amid positive signs in the Chinese economy.
China's gross domestic product (GDP) expanded 7.9% year-on-year during the
second quarter of 2009, up from 6.1% in the first quarter. According to data
from China's National Bureau of Statistics, of the 7.1% GDP growth during the
first half of the 2009, investment contributed 6.2%, consumption contributing
3.8 %; exports, which slid for eight straight months, dragged down growth by 2.9
%. In August 2009, retail sales increased 15.4% year over year, aided by an 82%
year-on-year jump in automotive sales. The Purchasing Managers Index (PMI), a
gauge of nationwide manufacturing activity, rose to 54.3 in September 2009, the
seventh consecutive month China's PMI has remained above 50, a critical point
between economic expansion and contraction. Foreign direct investment (FDI)
increased 7% year-on-year in August 2009, the first time in 2009 that FDI has
risen year-on-year.


We believe China is on track to deliver its 8% GDP growth target in 2009 and
will carry that growth momentum into 2010. We expect the Chinese government will
continue proactive fiscal policy and moderately eased monetary policy to support
growth. Meanwhile, domestic consumption and private sector investment will play
an increasingly more important role in spurring growth.



Portfolio update:


All of VOC's portfolio holdings are currently traded on US exchanges. As of
September 30, 2009, Dow Jones Industrial Average and S&P500 and rose 11% and 17%
year-to-date. The Halter USX China Index, comprised of companies whose common
stock is publicly traded in the United States and the majority of whose business
is conducted within the People's Republic of China rose 54%. During the same
period, VOC's NAV per share increased 125%, substantially outperforming the
market.


An update on the company's portfolio positions in investee companies that
account for more than 5% of NAV appears below.


QKL Stores Inc. (OTCBB:QKLS)


A fast growing regional supermarket chain that currently operates 31
supermarkets and two department stores in North-eastern China and Inner
Mongolia. It is the largest non-state-owned supermarket chain in the region and
operates primarily in second and third tier cities.For the 12 months ended June
30, 2009, QKLS achieved record revenue of US$220.7 million, up 107.5% from a
year ago; net income was US$12.7 million, up 157.2%.


In September 2009, QKLS appointed three independent directors, including the
Chairman of Tsingtao Beer Group, one of the largest brewery groups in China.


Common Stock270,000
Series A Convertible Preferred Stock
(Convertible 1 to 1 to Common
Stock)5,882,353
Warrant A (strike price US$3.40, expiration 3/27/2013) 3,676,471
Warrant B (strike price US$4.25, expiration 3/27/2013) 3,676,471