-3x Short China Discussion Threads

[edmundshaw] 01/3/2011 12:21

Cheers Matt.

[mattjos] 01/3/2011 10:35

lead surcharge, commencing 1/3/11 from Exide, now at the highest i've ever seen it.
Unit prices are now up 34% in 22 months

[fegga] 17/2/2011 08:44

rhuvaal,

thanks for your kind words of support.. :)

[rhuvaal] 16/2/2011 15:10

fegga, you're a wise investor.... :)

[fegga] 16/2/2011 12:32

someones picking these up - yesterday towards the end of the the day 26k worth, and same today.

nice to see. was starting to think i was stupid.

[pote] 11/2/2011 14:04

HB's chart assessment

[crawford] 11/2/2011 13:56

Mattjos,
shows what a world class organisation this is...makes me want to buy more.

[mattjos] 10/2/2011 19:16

similar for JHL Steg (I hold)

Lead ratchet on Exide batteries moving to highest it's ever been since ratchets introduced. i still believe this here is a leveraged play on lead, amongst other things.
Later this year a return to sensible value investing will become more dominant, imo .. shoto will return to fashion then but, all will depend on mgmnt outlook statement in results i expect

[stegrego] 10/2/2011 18:54

Half mkt cap in cash, pe of less than 4.

Market expecting bad news or just xenophobic and short sighted?

[edmundshaw] 10/2/2011 15:20

Perhaps this is an effect of the spreadbet closure tomorrow? Not seen much evidence of such an effect elsewhere, though. A couple of contenders such as HVN is all.

Just a hypothesis...

[stegrego] 10/2/2011 15:14

This is indeed bizarre.

[crawford] 10/2/2011 11:27

I'm amazed at the drop here, it's on very low volume, clearly to me Mr Market is being irrational.

Any further and I'll have to top up...again.

[yump] 26/1/2011 19:20

Yes, I think CHNS should apologise for the bumper year and should have turned away business, so that they would have shown "consistent growth in earnings following a defined business plan".

Then the pundits could point at a nice stable chart of profits.

Wish I could get paid good money for writing b.....ks. Mind you when you're old and your kids ask what did you do Dad ? and your answer is 'I wrote about other people doing things; actually no, I wrote about the price of company shares - not even about people actually doing things at all.' ... makes me realise that its nice to be creating a few things.

[edmundshaw] 26/1/2011 14:15

Basically, "OK, we got it completely wrong, but we'll still find a way to come to the same conclusion".

Not impressed.

[stegrego] 24/1/2011 22:52

Im still struggling to see why this still is 8% lower than the day before they said they were 15% ahead....

Anyone who speaks Chinglish can surely see that was the case?

Oh hang on a sec...

[stegrego] 24/1/2011 22:06

Getting there IC... your way off re the lead price though, as they have a mechanism for price adjustment when the lead price alters.
Some more errors and presumptions, but i c.b.a to go into it. :)

[crawford] 24/1/2011 15:56

Another poor article I'm afraid...

[fyodor espenson] 24/1/2011 15:27

3.8ish P/E ?

[riskier] 24/1/2011 15:11

I'm out today at 268, got in at 255, top-sliced 1/3 at 365 eight months ago. CHNS need much better PR if the share price is going to move north imo. GLA.

[rivaldo] 24/1/2011 08:16

Nice start - it appears that investors are actually realising that CHNS actually BEAT expectations by 15% with around 70p EPS for last year.