ADVFN Logo

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for discussion Register to chat with like-minded investors on our interactive forums.

VOC Vision OP China

0.115
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Vision OP China LSE:VOC London Ordinary Share GG00B28DJ748 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 0.115 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Vision OP China Share Discussion Threads

Showing 1176 to 1197 of 1275 messages
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
DateSubjectAuthorDiscuss
14/1/2010
12:39
if I were them Hectorp
I'd use the cash to exercise the existing warrants on the other babies:

see post 172:

So in 2010 I 've seen (warrants-wise) 32 mln USD come in (LIWA sale) and they could reap (114 mln) via warrants to shares to cash on qkls and she.

andrbea
14/1/2010
12:02
Perhaps it shall, PP, and that would send VOC up again I assume...

Question.. will the $32 M raised from sale of Liuha? go to new investments, or be disbursed to shareholders?

H.

hectorp
14/1/2010
11:45
Scottishfield:

I can only comment on share price performance of VOC. It's like "an apple a day" type of share. Small incremental increases continuously. If you would like a basket investment in China, this offers little downside due to the best and sharpest US managers coupled with one Chinese executive whose knowledge together got them started on this microcap selection. Faultless really and very transparent. On China's future growth for this year, the projection is favourably tilted amongst other developing countries. IMO.

I can typify this share as "from the small come the big".

We're all looking forward to commodities boom in this decade. The major downside I see is the expected devaluation of both US and UK currencies. Hopefully the smart executive and economists of VOC will figure out a way to address and improve this handicap. My eyes are following China's emerging growth as replacing the US world influence. Perhaps the RMB Yuan will decouple from the USD linkage soon?

Cheers,

pp

ppowerscourt
14/1/2010
11:35
silly question, but I'll ask u anyway, what is yr hope by, say the end of dec (ish- range etc) for the sp?
scottishfield
14/1/2010
11:22
many tks andr, looks a fasinating share. I'll consider.
scottishfield
14/1/2010
08:40
let's hope my maths is ok..........


Qkls

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

Share price: 6.95


She

Warrant A (strike price US$3.52, expiration 6/10/2013) 7,098,632

Share price: 8.93


So let's, just for fun, assume they exercise the warrants, buy the shares and then sell them immediately to realize the profit


Qkls

Striking the warrants costs:
3,676,471 x 3.4 = 12.500 million USD
3,676,471 x 4.25 = 15.63 million USD
Cost = 28.13USD

She
7,098,632 x 3.52 = 24.987 million USD

Total Cost to exercise all warrants (she + qkls) = 53.10 million USD
Payable from cash to some extent: remember: they just had a windfall last week of 32 million USD (from the LIWA encashment)

Gross proceeds:
From selling the shares at current prices:
Qkls:
7352942 x 6.95 = 51.10 million
she:
7098632 x 8.93 = 63.39 million

Total proceeds = 114.49 million USD

Nia dyor

andrbea
14/1/2010
08:26
Hi scottishfield

it was in Sept '09 that the share price of Lihua (ticker: LIWA) soared (one of their holdings via strikable warrants). Encashed last week.

andrbea
13/1/2010
21:51
pp or andr,

Jut come acress this one & not done much homework on it yet, but

why has the share seemingly only risen meaningfully fm september or so (although i do see the spike around 2000). Tks in advance

scottishfield
13/1/2010
20:20
Thanks Andrbea. All make interesting reading.
ppowerscourt
13/1/2010
15:42
With the cash (32 mln USD) from the LIWA sale they could exercise the other warrants I suppose, and immediately sell the shares, so generating more cash.

from above:
VOC's warrants in SHE at strike price 3.52, expiry 2013)

current share price under ticker (SHE) is $8.93

and for qkls:

current share price : 6.95$/share


they can exercise their warrants (up to 2013) at strike prices of between 3.4 and 4.25$ I think (so paper profit already):

nia dyor

andrbea
13/1/2010
10:43
so VOC's warrants in skii at strike price 3.52, expiry 2013)

current share price under new ticker (SHE) is $8.93

quote:


so another paper profit (8.93-3.52/share) for VOC:

NEW YORK, NY -- (Marketwire) -- 12/28/09 -- New York-based securities law firm, Sichenzia Ross Friedman Ference LLP (www.srff.com) congratulates its client, Shengkai Innovations, Inc. on its first day of trading on the NYSE Amex. China-based Shengkai Innovations, Inc. opened for trading on NYSE Amex under the ticker symbol (NYSE Amex: SHE) on December 23, 2009.

"We are pleased and honored to represent Shengkai Innovations, Inc. in its listing on the NYSE Amex. With Shengkai Innovations, Inc., we now have successfully listed our fifth Chinese-based company, which had previously traded on the Bulletin Board to the NYSE Amex this year," said Benjamin Tan, partner and head of the firm's Asian Practice Group.

"Our recent back-to-back success in transitioning our Bulletin Board China-based clients to the NYSE Amex, first with Orient Paper, Inc. and now with Shengkai Innovations, Inc., over the past two weeks, is a testament to our ability and commitment to our clients to help them realize their full potential. We are extremely proud of our achievements but more so for our clients, whose goal is to receive the respect and recognition of the investment community and to list on a senior stock exchange like the NYSE Amex," enthused Marc Ross, founding member of the firm.

About Shengkai Innovations, Inc.

Shengkai Innovations is engaged in the design, manufacture and sale of ceramic valves, high-tech ceramic materials and the provision of technical consultation and related services. The Company's industrial valve products are used by companies in the electric power, petrochemical, metallurgy, and environmental protection industries as high-performance, more durable alternatives to traditional metal valves. The Company was founded in 1994 and is headquartered in Tianjin, the PRC.

The Company is one of the few ceramic valve manufacturers in the world with research and development, engineering, and production capacity for structural ceramics and is the only valve manufacturer that is able to produce large-sized ceramic valves with calibers of 6" or more. The Company's product portfolio includes a broad range of valves that are sold throughout the PRC, to North America, United Arab Emirates, and other countries in the Asia-Pacific region. The Company has over 300 customers, and is the only ceramic valve supplier qualified to supply Sinopec. The Company also became a member of the PetroChina supply network in 2006.

andrbea
13/1/2010
10:41
another voc holding is skii


skii is moving indices:

Dec 23

Today's alerts include: Shengkai Innovations, Inc. (OTCBB:SKII) (OTC Bulletin Board: SKII)

Shengkai Innovations, Inc. (OTC Bulletin Board: SKII), a leading ceramic valve manufacturer with operations in the People's Republic of China (the "PRC"), announced that it has received authorization to list its common stock on the NYSE AMEX market.

The Company expects to begin trading on NYSE AMEX, a subsidiary of NYSE Euronext (NYSE:NYX) market on under the ticker "SHE."

About Shengkai Innovations, Inc.

Shengkai Innovations is engaged in the design, manufacture and sale of ceramic valves, high-tech ceramic materials and the provision of technical consultation and related services. The Company's industrial valve products are used by companies in the electric power, petrochemical, metallurgy, and environmental protection industries as high-performance, more durable alternatives to traditional metal valves. The Company was founded in 1994 and is headquartered in Tianjin, the PRC.

The Company is one of the few ceramic valve manufacturers in the world with research and development, engineering, and production capacity for structural ceramics and is the only valve manufacturer that is able to produce large-sized ceramic valves with calibers of 6" or more. The Company's product portfolio includes a broad range of valves that are sold throughout the PRC, to North America, United Arab Emirates, and other countries in the Asia- Pacific region. The Company has over 300 customers, and is the only ceramic valve supplier qualified to supply Sinopec. The Company also became a member of the PetroChina supply network in 2006.




voc's holding in skii





Shengkai Innovations, Inc. (OTCBB:SKII)




One of the few ceramic valve manufacturers in the world with research and development, engineering, and production capacity for structural ceramics. It is the only valve manufacturer in the world capable of producing large-sized ceramic valves with calibres of 150mm or more. For fiscal year 2009 (ended June 30, 2009), SKII achieved record revenue of US$39.3 million, up 21.5% from year ago; net income was US$13.6 million, up 34.6%.




SKII is in the process of constructing a new manufacturing facility of approximately 20,000 square meters (approximately 215,000 square feet). SKII expects to complete the project by the second quarter of calendar year 2010. When the new facility is operational, the Company will reach an annual production capacity of approximately 24,000 sets of ceramic valves compared approximately 10,000 sets of valves produced in fiscal year 2009.




Common Stock 155,000

Series A Convertible Preferred Stock
(Convertible 1 to 1 to Common Stock) 5,665,526

Warrant A (strike price US$3.52, expiration 6/10/2013) 7,098,632

andrbea
13/1/2010
10:34
I think they still hold their warrants in investee company qkls



current share price : 6.95$/share


they can exercise their warrants (up to 2013) at strike prices of between 3.4 and 4.25$ I think (so paper profit already):

From Sept 2009 RNS:
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 Stock 270,000

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







nia dyor

andrbea
13/1/2010
08:29
Andrbea,

CMSH has made tremendous stride. it will list in HK. Winner for you.

VOC's future investment plan is unstated yet. I picked this share because of management pedigree.

ppowerscourt
12/1/2010
08:12
do they have another investment lined up I wonder (more warrants in some other stock or two?)
The cash will want a home asap?

"The total gross proceeds of around US$32.0 million from the common stock sales resulted in a realized gain of 339% on the total amount invested."

nia dyor

andrbea
12/1/2010
06:33
Profits of 339% realised from initial 7 million USDollars investment.
ppowerscourt
11/1/2010
08:08
seems they've now sold the lot (Lihua)
andrbea
11/1/2010
08:03
Good finds.

A penny a day until the more good results from the Q chain store.

ppowerscourt
11/1/2010
07:20
copper prices recovering, China on 10% per annum growth, ....


voc's investee company, lihua, rose another 5.2% on Friday




news release (100m shelf)

andrbea
08/1/2010
13:35
liwa looks a great home for voc's fund money

copper prices recovering, China on 10% per annum growth, ....


read this write-up from mid-December:

On CAPS, 95% of the 117 members who have rated Lihua believe the stock will outperform the S&P 500 going forward. These bulls include WiZlonex and coldnose.

Just last month, WiZlonex tapped Lihua as a particularly shiny low-cost copper alternative: "A substitute for pure copper is attractive to any industry that is copper-intensive. So this is a good product with unending demand in a power-hungry growth market. ... The management team has the right experience. Looks attractive to me."

In a pitch from one week later, coldnose enthusiastically applauded the company's most recent quarter. Here's just an excerpt of that long pitch:

[Lihua], a leading Chinese developer, designer, manufacturer, marketer and distributor of low cost alternatives to pure copper superfine and magnet wire, announced Q3 financial results with two important reasons to pay attention to this company.

-- First, the company's report of a Q3 loss of $.08/share, masked what would otherwise have been earnings of $.39/share. The company included an $8 million (or $.27/share) non-cash charge in connection with the issuance of warrants in connection with the October 2008 issuance of convertible preferred stock.
-- Second, the company reported having "appointed Deloitte & Touche LLP as a Sarbanes-Oxley 404 consultant to further align best practice corporate governance policies."

andrbea
06/1/2010
21:35
Cheers, Andrbea.
ppowerscourt
06/1/2010
16:07
large trades mid-afternoon, 2 x 700k
2 buys or a rollover?

andrbea
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older

Your Recent History

Delayed Upgrade Clock