China Biodiesel Share Discussion Threads

[tim00] 28/10/2009 07:22

A couple more for you. AEX is another oil company, significantly undervalued. AVM is a gold producer with a large project in West Africa about to transform its production levels.

[tim00] 28/10/2009 07:19

re: recommendations. GKP has found a major oil discovery in Kurdistan, many smart investors are heavily invested there. That is my primary recommendation for a quick profit as further good news on drilling results is imminent. MERE is a slightly risky property company but has substantial upside (trading at about one quarter of its net asset value and the company has strong income generation from rents). SKR is an early stage project for manufacturing fertiliser in Kazakhstan, a long term investment but plenty of upside. WCC you might know about, Mikeja is very heavily invested indeed there! I think I saw you on the EEE thread? Avoid them! They look an impending disaster imho.

[qipincha] 27/10/2009 20:00

I have some cash to invest at the moment,
missed cbi in recent fall.
so looking for other chances

[tim00] 27/10/2009 16:41

hi q, yes I'll be here (as a shareholder at least) for the next several years. Nothing to post at the moment though. I'd like the company to make a trading update for Q3, but they haven't in the past.

[qipincha] 27/10/2009 16:38

hi tim,

are u still around?

not sure what the stock market doing these days. seems financial sector is not so good at the moment.
any share to recommend other than cbi?

Thanks.

[aim11] 23/10/2009 11:36

as a close follower of haike i know that haike's selling prices of diesel and gasoline have both been rising in the last few months

[taurusthebear] 23/10/2009 10:05

"their main product is B1 and B2."

What, they make "Bananas in Pyjamas" ? :0)

[qipincha] 23/10/2009 09:49

see my post last night.
the impact of diesel price change is not direct
when diesle price increase, biodiesel has more market due to its cheaper price. to sell biodiesel becomes easier. However, when diesel price fall, for example last year-significantly, bodiesel has much less market.

CBI knows that there is no advantage to sell biodisel as the price is state controlled. Do they sell B1 B2 instead, which allow them to maximize profit margin and less violent to market change

[jailbird] 23/10/2009 09:27

good post buggy

i think you are right overall the prices are higher than
last year, as there have been more increases than decreases

[buggy] 23/10/2009 09:16

Jailbird has a point. We can all bury our head in the sand and believe that a lowered price of diseil do not affect CBI or we can deal with that and scope the likely extent of impact.

If the Chinese govt raised the price of diesel now we all will be jumping up and thinking that this is very good for CBI. If they lowered it all of a sudden it does not affect CBI.

CBI manufactures diesel. They had to try and future refine their product to the BI and BII products exactly because of the low price of regular diesel BIII.

MY only take is that late last year, I believe, on the price of diesel went up by almost 1000RMB. Over this year they have also raised the price of diesel a few times and lowered a couple of time. I still think that when all the raises and lowering is taken into effect the price is still higher than it was last year.


This lowering will have an effect but not crucial to the mid term performance of CBI and any person investing in this company must have at a long term view in other to reap the full benefit.

Diesel/Biodiesel is the future.
Not enough stocks in circulation.
Good management
Good Corporate Governance (unlike a host of Chines companies).
Large home market.
Cheap labour cost.
Management intrest coincides with share holders as they hold significant share in the company.
Company is actively diversifying its product range [ Believe they were researching a new product last year which will carry a better price than what they currently sell]

Any person wishing to be in needs to take a position now. Because when this becomes apprarent to the general public the share price will move wildly as there just is not enough stock to go round. Even at this stage it is still difficult to get any significant holding .. you have to buy in small quanties.

[jailbird] 23/10/2009 09:11

that is ok.

i could to see any reference to gasoline or diesel ion their RNS'

But quincha seems to be right as their main focus in on B1 and B2 biodiesel since the margins are much better..it appears the prices of gasoline and diesel have little impact to their revenues.

[tim00] 23/10/2009 09:03

sorry, I misunderstood. I think regulated diesel prices do have a bearing on the prices that CBI obtain, even though their own products don't have regulated prices. For example, if the diesel price fell sharply, it's difficult to imagine that wouldn't impact on CBI's prices, though it would also reduce the cost of local feedstock too.

[jailbird] 23/10/2009 08:58

yes i understand..i was trying the understanding the relevance to CBI

Great link aboves too..next year looks very promising

[tim00] 23/10/2009 08:43

because the Chinese government regulates price changes periodically.

[jailbird] 23/10/2009 08:38

why do the company update their website perodically on these prices?

[qipincha] 23/10/2009 08:34

that's alright
their main product is B1 and B2.

[jailbird] 23/10/2009 08:28

news on their website

regarding


Prices of gasoline and diesel were lowered by RMB190/ton

[qipincha] 23/10/2009 02:13

This is really good

[qipincha] 23/10/2009 01:56

Biofuel Subsidies in China

more detail: (PDF file)

[qipincha] 22/10/2009 20:53

China economic growth accelerates

[qipincha] 22/10/2009 17:53

undervalued!
cbi should be well above 50p, imo

[tim00] 22/10/2009 13:06

Plus Markets is showing more buys than sells today and a rise in the sp!

[jkershaw] 22/10/2009 11:04

How the hell does share price fall 7% on 7000 shares! The MMs are bar stewards

[jkershaw] 21/10/2009 17:11

"said the country has selected four state-owned enterprises for the production of biodiesel."

Shame they didnt pick one privately owned cbi as well, the share price would be off too Mars by now.

[tim00] 20/10/2009 13:08

thanks, that is positive!