Vision OP China Share Discussion Threads

[andrbea] 14/10/2009 12:30

in the update they still state the LIHUA warrants (which they can exercise at USD 3.5)

Warrant A (strike price US$3.50, expiration 10/30/2013) 700,000

[ppowerscourt] 14/10/2009 10:22

Andrbea:

I will forego buying these Vietnamese plc due to broker difficulties.

Re the tiny-cap Chinese plc you listed. I only prefer the Medical instrument one. The rest are too small with untransparent indications and I can't afford to suffer the spread and unpredictability of invisible assets and business models. I'm just a simpleton. Still like VOC because of the BOD and LIWA which I noticed went down a tad yesterday.

Call me pp for short.

pp

[ppowerscourt] 13/10/2009 16:43

Andrbea

I see the Chinese Medical share has done well 3 days in a row and today AIM has done well for you.

edited.
------------------------------------------------------------------------

Cannot buy VOF either through TDW.

Cheers,

pp

[hectorp] 12/10/2009 14:02

You only need one or two out of 8-9 of these little companies to come good, its often the sort of area you can get a 10 bag.
At the moment I am cash strapped, so will start making notes and plans for hopefully a couple of weeks ahead.
My little -maybe one day big' play is TAU ( V.Teuton, Canada). I think you know this so I'll leave it there.
regards
H.

[ppowerscourt] 11/10/2009 23:19

Andrbea,

I will check all those Chinese companies you mentioned. And report back here.

pp

P.s. Always been interested in VNH or VHN, Vietnam Holdings but never bought. My view is most favourably inclined towards Vietnam as the next up-and-coming production hub of all Asiatic nations. Problem is not buyable into ETrade nor TDW.

[ppowerscourt] 11/10/2009 23:14

Hector:

0575.HK is a HK company mining in Yunnan. But Regent Pacific is a vehicle for Canadian Uranium King Deal-maker Stephen Dattels' holding company of KAH, and ??? . currently trading at 25cents HK$. something like 2p a share. TDW trades it. I'm in. Like I'm in Dattels' EXT, KAH, URU, EML anf PRL.

pp

[andrbea] 11/10/2009 18:09

I'm also in chwi, which is cheap just now

other Chinese holdings of mine include:
cmsh, crhl, cgop and cgm

will watch out for pogw, and research tuo

cga was one of my mistakes, thus far

[hectorp] 11/10/2009 17:57

anrebea, if you see POGW drifting for a few days you could still get some, eg 100p, whatever. I'm one of those who did well so far from POGW ( from 25p, averaged to 46p) .
Meanwhile I have to study this Fund ( ?) here tonight and decide if I might buy a few, but I'm really intersted in general China exposure. I dont much like the Fund, JMC. It even fell on Friday after the Chinese opened again!
I realisse investment here in USD is translated into performance in Yuan, which might be a good idea.
Would this FUND work as an 'only' investment in China, I wonder.

O/T I've moved a lot of cash out of sterling into CAD and more into $AUD, but that can cause me short term cashflow problems.
I don't get everything right.
H

[hectorp] 11/10/2009 17:52

hi pp,
I'm delighteed you went for TUO. IF we get a break there we could be sitting on a lot of resource for the current cap. By all means also leave messages on the new TUO thread. There may not be many of us there yet.

regards
H.

[ppowerscourt] 11/10/2009 09:42

andrbea:

Are you invested in AIM, the recent IPO?

pp

[andrbea] 10/10/2009 14:54

hi ppowercourt

literate in Chinese, wow, that's some skill you have

I'm always on the lookout for new stock ideas


as to pog:
was looking at pogw last week but dallied too long

people who got in 6 weeks ago are rich now... :-)

I do tiny cap stocks yes, but all stocks really

I like anything where I can see growth of more than 2 times the current share price Either through some technology edge or as a solid recovery play.

On AIM there's always the threat of placings, dilution, sudden debt and dissapointment, but you win some and you lose some. :-)

[ppowerscourt] 09/10/2009 17:44

Hector good man,

It's still cheap, IMO. Go to their website. Pleasure to read. The directors from Univ of Chicago, Stanford etc. didn't start nothing for cheap thrills. Chinese (specialist) Microcaps with a team of highly tuned-in Westerners who are China adepts with one (Western educated) Chinese man on the board. The BOD aren't exactly the run-of-the-mill city slickers like some other AIM Chinese stocks who invest in properties and etc. in China. Of all of them, I only picked out VOC to be the one I TRUST. Agree with under-the-radar microcap choices amongst low-cost and ingenious Chinese-rooted inventions for their emerging economy and society.

Bought into TSX:TUO small on the dip yesterday. Thanks for your mention. Been reading the MISC and POG threads.

--------------------------------------------------------

Hi Andrbea:

Have seen your name many times and finally we meet on this bb. Seems like you specialize in tiny caps stocks. e.g. eee and etc.

Please feel free to discuss any if you so please. Hector and I are eager listeners. I can read Classical and vernacular Chinese. We make three happy mice here.

Regards,

pp

[hectorp] 09/10/2009 16:13

Hi P-P,
6 cent spread.. Will have a look on Monday. I'm thinking to get back into a little Chinese issue or two. THey may do well next quarter apparently.
I need to study VOC, its come a long way recently.

- What is the market cap anyone? Warrants worth 4.2 Million ( USD)?
H.

[andrbea] 09/10/2009 10:10

Hi ppowerscourt; I was not alone then :-)
VOC getting discovered today by other punters, by the looks of things

[ppowerscourt] 09/10/2009 08:02

Hi andrbea,

Have bought in since $1.02 with the LiHua float. Was immensely impressed by the Board of Directors' qualifications, each individually.

Cheers,

pp

[andrbea] 08/10/2009 10:54

LIWA at usd10
So voc's warrants (to buy LIWA shares):
700000 units x usd6.5 (added value) = USD 4.55 mln (= ROI on their investment)

and still this company stays under the radar....

[andrbea] 08/10/2009 08:17

liwa puts on 6%
now at usd 10

voc holds 700000 warrants to buy LIWA shares at usd3.50

[andrbea] 07/10/2009 11:24

commodities got a boost yesterday (interest hike in Australia)
and being close to China etc (where the growth is)

so this will affect lihua IMO (with 95% sales in China selling copper-clad wire)


(relevance: voc hold warrants to buy Lihua shares at USD 3.50)

new article (positive and negative)

For momentum trading lovers, they have a new lover these days: Lihua International (LIWA). This stock soared since its IPO on September 9th. Priced at $4, this stock opened at $5.28 and rose to $10.09 Monday, a whopping 100% plus increase in merely 19 trading days.