Bodisen Biotech Share Discussion Threads

[rarther] 15/2/2006 08:55

15 February 2006

Bodisen Biotech, Inc.
Presentation at the Roth Capital Partners 18th Annual Growth Conference


Bodisen Biotech, Inc. (AMEX: BBC, London AIM:BODI, website www.bodisen.com), the
first China based environmentally friendly bio fertilizer company listed on AIM,
today announced that it will present at the Roth Capital Partners 18th Annual
Growth Stock Conference. The conference is being held February 20-22, 2006 at
The St. Regis Monarch Beach Resort and Spa at Dana Point, CA. Chief Executive
Officer, Qiong Wang, and President, Bo Chen will present at 5:00 p.m. Pacific
Time on Tuesday, February 21, 2006.

A live webcast of the audio presentation will be available along with
accompanying presentation slides. Interested parties may tune in to the live
presentation by visiting: . A replay of
the webcast will also be available for 90 days on the investor section of the
Company's website at www.bodisen.com .

[rarther] 13/2/2006 14:02

13/02/05 13:00
Bodisen Biotech Launches New Product, Expands into Agricultural Raw Materials
Market, Bodisen Sees Strong Customer Demand; Bodis

Bodisen Biotech, Inc., (AMEX:BBC, London AIM:BODI,
website: www.bodisen.com) the first China based environmentally
friendly bio fertilizer company listed on a US stock exchange, today
announced the launch of its new pesticide raw materials production
line which is expected to make Bodisen one of the largest producers of
Mancozeb in China.
¶ Mancozeb, an essential agricultural raw material for pesticide,
has been in high demand amongst farmers worldwide. Mancozeb is the
most versatile chemical used in the production of fungicides due to
the fact that it can also be utilized as an end product on crops and
not just as a raw material. Bodisen's state of the art facility, which
is expected to be completed in March 2006, will employ some of the
most current agricultural technologies available. The new
manufacturing facility gives Bodisen a competitive advantage, which it
believes will increase its production density up to 20% higher than
its competitors, making Bodisen an emerging leader in China's
agricultural and raw materials markets.
¶ Ms. Karen Qiong Wang, CEO of Bodisen commented, "This is the
beginning of Bodisen's entry into the highly profitable agricultural
raw materials business. It is a natural vertical integration of
Bodisen's existing product lines since we already have some of the
best agricultural product distribution channels that exist in China.
Demand for this new product from our distribution channels throughout
China has been very strong and we see it as one of our future growth
catalysts for our business. The launch of this new product line will
further strengthen Bodisen's leadership position as one of the fastest
growing companies in China."
¶ Ms. Wang continued: "With the completion of our recent financing
in London, Bodisen is in a strategic position to continue to
aggressively grow our business even further into new markets and new
product lines. Our planned two new facilities located in the northeast
and northwest parts of China will each have the same production
capacity and sales growth as our existing facilities. This is a
testament to the strong demand we have and continue to see and we are
excited to be able to execute on our strategic growth initiatives in
meeting this growing demand and generating long term returns for our
growing shareholder base."
¶ In January 2006, Forbes Magazine ranked Bodisen the 16th fastest
growing company in China.

[saltedcrab] 11/2/2006 08:15

thank you, as a saltedcrab, im a chinese main course you know. chart in header also

[elsworth] 10/2/2006 22:25

"Its arrival on AIM follows the completion of a placing which saw institutions
invest #12 million for 1,643,836 new shares at 730p per share."
===========================================================================

Seen this before.....its destined to fall WELL BELOW that £7.30 figure!!

Hoping for a crash bang whollop to 40p.

[stingray1690] 10/2/2006 16:54

Rarther, entirely driven from AMEX at the moment, notice no movement all day then bang when US market opens. Better to have the AMEX chart in the header to get an idea of whats really going on. The stocks had a strong run from around $7 up to $22 in the past 4 months, so its no wonder we've seen a pull back on profit taking. Some very positive news recently though:

China Natural Gas launched two new retail natural gas stations which are operating at full capacity. Each natural gas station sells approximately 25,000 cubic meters of natural gas daily to taxis, buses and other vehicles which use natural gas to run. Each cubic meter of natural gas sold has a net profit of approximately $0.08. With two fully operational retail natural gas stations in the Xi'An area, CHNG is paced to significantly increase sales and earnings throughout 2006. Bodisen owns an 8.6% equity stake in China Natural Gas.

Perhaps more importantly, the Chinese government 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. Elimination of the agricultural tax will significantly increase farmers' income across China. As China's rapidly growing economy continues to rely heavily on imported grains, farmers now have more incentives to purchase high quality, higher crop yield environmentally friendly fertilizers from Bodisen.

A buy on this weakness imo.

Regards, S

[saltedcrab] 10/2/2006 16:38

500p soooon

[rarther] 10/2/2006 16:36

very volatile...

recent days:
-5.20%
+5.20%
-5.05%
-3.47%

[stingray1690] 09/2/2006 15:53

I see NYGS have maintained thier buy rating, reducing their FY06 EPS to $0.91 from $1 due to the dilutive effect of listing on AIM. Using a discount rate of 15% and growth rate of 5% their fair value estimate is $23, someway ahead of todays price.

Regards, S

[whatwoman] 09/2/2006 14:56

Hello Stingray and Itinvestor,
You may already know this, anyway, I found loads of info on this co., on www.bodisen.com via Google. All very encouraging,and most important, down to earth stuff without all the hypothetical grand forecasts and predictions.

All the best

[ltinvestor] 09/2/2006 14:18

Let us not forget that this business is run by the" Chinese business woman of the year" and that there are around 600m females in China!!She must be one very special lady.

[stingray1690] 09/2/2006 13:13

Some valid points Whatwoman, looks like its just me and you bullish on this one....

Price unfortunately being driven almost entirely by events on Amex, perhaps when interest picks up here, that will change...

I hear the subscription was 6x oversubscribed.....

A matter of time before tipsheets pick up on this imo...

Regards, S

[whatwoman] 09/2/2006 10:48

Institutions would not have subsribed at a minimum of £7.30 if they thought it would go that low. It is already a very profitable company and the growth is there for all to see. Moreover it is not dealing in some pie in the sky idea. It is producing organic manure and other compounds which the Government of China is supporting wholeheartedly for obvious reasons.
There is no other organised competitor in China. Outside China there is Dupont, who will probably want a stake in this enterprise.
This year's confirmed sales have already exceeded last year's total.
I hope those who buy are in for the long term.

[elsworth] 09/2/2006 10:29

I have a target price of 25p/40p.............once its sucked the suckers in, it will do exactly what some of the others did and evebtually COLLAPSE like:
CBX, CCO, SGB

[ltinvestor] 08/2/2006 19:19

forward p/e of 15 for 2006 salted... you will not be buying this stock.

[saltedcrab] 08/2/2006 09:02

still hopefuil i will get some at £5

[stingray1690] 08/2/2006 08:51

Thats more like it! ;-)

[rarther] 08/2/2006 08:45

£4.5m profit... let's not confuse things :-)

[stingray1690] 08/2/2006 08:24

Rarther,

A rather crude analysis, try looking at comapnies such as Potash...

On BODI:
Forward orders for 2006 are $43m well ahead of the $30m sales achieved in the previous year. Average net margin of 30% looks impressive, much higher than the industry norm. Profits for the nine months ended Sept were $6.3m and concensus estimates suggest post tax profits of $7.8m for full year.

Regards, S

[whatwoman] 08/2/2006 08:18

You could well be right, but markets are not rational, and tend to value co's on their growth prospects. Max Petroleum has no profits at all, in fact not even a discovery , yet it was recently valued at around £400m. BP, a hugely profitable co. yet its P/E is low.

Who knows?

[rarther] 08/2/2006 07:59

I think Asian Citrus is a much better investment (i don't hold) because it's also growing fast, however it's cheap on current fundamentals and is a play on Chinese affluence, whereas this valuation is already looking years ahead of current events and it is a pure growth play - not really related to china's growing affluence.

achl made ~£19m profit last year and valued at £100m
bodi made ~£4m profit last year and valued at £160m

Should be the other way round really.

In fact i am going to pairs trade them :-) long achl & short bodi

[rarther] 08/2/2006 07:49

This looks way overvalued to me - £162m market cap I make it?

Profit only £4m quid.

With the level of growth and the china buzzword, i can see how that valuation has come about, but still... talk about jam tomorrow!

[saltedcrab] 07/2/2006 17:27

target 500p

[stingray1690] 07/2/2006 17:24

Down on AMEX, hence the fall off this pm over here.....

Will watch and look to add...