Agoracom Blog

AGORACOM Financial News TV – Breaking Small-Cap And Micro-Cap FinRancial News At The Open (November 20/09)

Posted by AGORACOM-Andreas at 9:00 AM on Friday, November 20th, 2009

Good morning to you all. Please find enclosed a summary of the breaking small-cap and micro-cap financial news we highlighted on our TV show this morning. It’s November 20 and we’ve found 2 great press release and stock halts to report on at the open. Another great day for mall-cap and micro-cap financial news.

If you are new to the show, it is a daily, fast-paced, edgy report that we put out at or before the open everyday that strictly reports on the best small cap and micro cap news of the day in 3-5 minutes. You can watch AGORACOM TV right from our home page .

If you miss an episode or want to search for your company in our archive, you can visit our industry leading Small-Cap Podcast site at any time:

If you want to subscribe to our Small-Cap RSS Feed or download our podcast everyday via iTunes, or your favourite podcatcher, just use the following:

As always, don’t forget to visit the AGORACOM Marketplace where we list compelling summaries for over 85 great small-cap and micro-cap companies that you can sort by exchange and industry to suit your personal investing tastes.

TODAY’S SMALL-CAP AND MICRO-CAP BREAKING FINANCIAL NEWS BEFORE THE OPEN

Our daily show focuses on content over form so that you can get profitable information into your hands as fast as possible. The same holds true for these entries in our small-cap, micro-cap news blog, where I simply cut and paste my TV notes for your benefit, without any editing, so don’t give me a hard time!

Now, onto our show notes for the day.

  • Ventana Gold Corp – TSX:VEN $12.52
  • Mass Megawatts Wind Power – OTC.BB: MMGW

AGORACOM Financial News TV – Breaking Small-Cap And Micro-Cap FinRancial News At The Open (November 19/09)

Posted by AGORACOM-Andreas at 9:00 AM on Thursday, November 19th, 2009

Good morning to you all. Please find enclosed a summary of the breaking small-cap and micro-cap financial news we highlighted on our TV show this morning. It’s November 19 and we’ve found 4 great press release and 4 stock halts to report on at the open. Another great day for mall-cap and micro-cap financial news.

If you are new to the show, it is a daily, fast-paced, edgy report that we put out at or before the open everyday that strictly reports on the best small cap and micro cap news of the day in 3-5 minutes. You can watch AGORACOM TV right from our home page .

If you miss an episode or want to search for your company in our archive, you can visit our industry leading Small-Cap Podcast site at any time:

If you want to subscribe to our Small-Cap RSS Feed or download our podcast everyday via iTunes, or your favourite podcatcher, just use the following:

As always, don’t forget to visit the AGORACOM Marketplace where we list compelling summaries for over 85 great small-cap and micro-cap companies that you can sort by exchange and industry to suit your personal investing tastes.

TODAY’S SMALL-CAP AND MICRO-CAP BREAKING FINANCIAL NEWS BEFORE THE OPEN

Our daily show focuses on content over form so that you can get profitable information into your hands as fast as possible. The same holds true for these entries in our small-cap, micro-cap news blog, where I simply cut and paste my TV notes for your benefit, without any editing, so don’t give me a hard time!

Now, onto our show notes for the day.

  • Noront Resources – TSX-Venture:NOT $1.50
  • SkyLine Ventures – TSX-Venture:SK $0.13
  • EurOmax Resources – TSX-Venture: EOX $0.42
  • Sino Green Land Corporation – OTC.BB: SGLA $0.12
  • Destiny Resources – TSX:DSC Stock Halted Pending News
  • Corex Gold Corporation – TSX-Venture: CGE Stock Halted Pending News
  • Fire River Gold – TSX-Venture: FAU Stock Halted Pending News
  • CZM Capital Corp – TSX-Venture: CZM Stock Halted Pending News

Armada Data (ARD: TSXV) Reports Record Results From Insurance Division

Posted by AGORACOM at 3:01 PM on Wednesday, November 18th, 2009

(ARD:TSX-V)

Armada Data is a great Web 2.0 success story.  I don’t mean “Twitter like” success with huge traffic, notoriety and no revenue model.  I mean the kind of company that delivers a real service to real customers for real revenues and profits.

How successful?  Their paying a dividend for god’s sake.  How many Web 2.0 companies are generating revenue, let alone paying dividends to shareholders?

Yes, they are an AGORACOM client and I am horribly conflicted – but I understand running a small and emerging Web 2.0 company as well as anybody and these guys make me jealous.

How successful are they?  Before today’s news, here are the stories I blogged about them.  Keep in mind all of this news has come out in the last 3 weeks.  Most companies would be thrilled to put this news out over an entire year.

The headlines alone should tell you all you need to know – but don’t be lazy and actually dig into these stories:

Nov 5th, 2009 – Reports Record October Results From CarCostCanada.com Division

Oct 30th, 2009 – Posts Record Q1 Results and Plans To Increase Yearly Dividend

Oct 28th, 2009 – Joins AGORACOM 100 With $2.15 Million in Revenue and 3 Consecutive Years of Profitability

All they did today was announce record results from the insurance side of the business.  Yep, that’s right – they have multiple revenue streams.  Armada Data isn’t a Web 2.0 company, their Web 3.0

Congratulations to the entire Armada Data team for a job well done.

September & October 2009 Highlights:

Insurance Services revenues up 46% versus Sept/Oct-2008

  • New ACV Insurance service significantly contributing to revenue growth
  • ACV market 10 times greater than Armada’s existing 43r insurance service
  • ACV targeted roll out to Armada’s 26 existing insurance clients underway
  • New ACV Insurance service now being used by 2 Top-10 companies
  • Insurance division entering busiest time of the year

Click on link below to read entire press release:

November 18, 2009 - Armada Reports Record Results From Insurance Division

Link to Hub / Link to Profile / Link to Forum

New Dawn Increases Gold Production Capacity at Turk Mine in Zimbabwe by 45%

Posted by AGORACOM at 2:40 PM on Wednesday, November 18th, 2009

(ND:TSX)

With gold continuing to make new highs, companies like AGORACOM client New Dawn Mining are going to benefit, especially with news like this (see below).  As always, assume I am horribly conflicted by the fact that New Dawn Mining is an AGORACOM client and do your own due diligence.

To begin your DD, make sure to review my blog coverage of New Dawn Mining.

One thing is certain.  There is no escaping the fact that New Dawn is a real company with real gold production and real revenues.  In fact, the company has only served to increase production for 7 consecutive months now.  The fact that New Dawn can finance expansion of processing capacity from their own cash flows is proof positive of their success.

It’s up to you to decide what you are willing to pay for these fundamentals.

With respect to today’s press release, highlights include:

· Processing capacity at Turk Mine increased to 580 tonnes per day, a 45% increase from previous processing capacity of 400 tonnes per day

· Expansion of processing plant at Turk Mine fully funded from operating cash flows

· Installed production capacity at Turk Mine now at 22,000 to 23,000 ounces of gold per annum

Click on link below to read entire press release:

November 18, 2009 - New Dawn Increases Gold Production Capacity at Turk Mine in Zimbabwe by 45%

Link to Hub/ Link to Profile/ Link to Forum


AGORACOM Clients On The Move Today

Posted by AGORACOM at 2:23 PM on Wednesday, November 18th, 2009

The junior resources sector continues to heat up.  Share prices are moving up across the board on strong volumes.  Here are today’s big movers.

VMS Ventures Inc. (VMS:TSX-V)
0.425 +0.05 (13.33%), Vol. 1.74m
Click here to access the VMS Ventures IR Hub

Fwr

Freewest Resources (FWR:TSX-V)
0.455 +0.025 (6%), Vol. 343k
Click here to access the Freewest IR Hub

Klondex Mines (KDX:TSX)
1.38 +0.08 (6%), Vol. 97k
Click here to access the Klondex Mines IR Hub

Summing up Gold In One Picture

Posted by AGORACOM at 1:52 PM on Wednesday, November 18th, 2009

Great shot.

Chinese Small-Cap Company Feature: China Yida Holdings Reports Big Top and Bottom Line Growth

Posted by AGORACOM at 9:35 AM on Wednesday, November 18th, 2009

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Many Small Cap Chinese Companies are listing in the US (OTCBB, NYSE Alternext and NASDAQ) with great financial results. Unlike many dubious US Small Cap Companies, Chinese Companies don’t seem to believe in losing money or failing to execute in a business plan. As such, 7-digit revenues and profits are very common.

From a valuation point of view, many Chinese companies became a victim of their own success in Q4 2008 and Q1 2009. Why? When the world needed to start liquidating, one of the first places they looked were China where most investors had significant gains to sell into. This resulted in the proverbial baby being thrown out with the bathwater and some great valuations.

TODAY’S FEATURED COMPANY

China Yida Holding Co. (OTC.BB:CNDH)

Cyid

China Yida Holding Co. is a leading diversified entertainment enterprise focused on China’s fast-growing media and tourism industries and headquartered in Fuzhou City, Fujian province of China. The Company’s media business provides operations management services; including channel, column and advertisement management for television station, presently the Fujian Education Television Station.

On November 17th 2009, the Company reported it’s third quarter financial results.

Check out the full details below:

Read Full Press Release

Chinese Stocks TV Segment

HIGHLIGHTS

  • Total net revenue increased by 79.3% to $14.0 million, compared with $7.8 million in the third quarter of 2008.
  • Gross profit for China Yida’s consolidated operations was $11.3 million in the third quarter of 2009, representing a gross margin of 80.5%, compared to $5.7 million and 72.6 % for the comparable period of 2008.
  • Net income for the third quarter of 2009 was $7.1 million, or $0.40 per diluted share, an increase of 45.6%, compared with a net income of $4.9 million, or $0.28 per diluted share, in the third quarter of 2008.

MY COMMENTS:

This is a pretty easy one to discuss.  Top line up 79%, bottom line up 45%.  If you extrapolate $0.40 EPS over 4 quarters, you get $1.60, which puts the company around a P/E of 7.2 at the company’s current price of $11.50.  That’s great value for a Chinese company growing at this pace and well worth consideration for investment.

As always, these are my own views and conclusions.  Do your own due diligence.  I know this is one company that would benefit from online investor relations.

If you have any comments, I’d love to see them below.

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinse Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

ChinaSecurities.com Small-Cap Feature: China Recycling Energy

Posted by AGORACOM-Andreas at 9:05 AM on Wednesday, November 18th, 2009

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Many Small Cap Chinese Companies are listing in the US (OTCBB, NYSE Alternext and NASDAQ) with great financial results. Unlike many dubious US Small Cap Companies, Chinese Companies don’t seem to believe in losing money or failing to execute in a business plan. As such, 7-digit revenues and profits are very common.

From a valuation point of view, many Chinese companies became a victim of their own success in Q4 2008 and Q1 2009. Why? When the world needed to start liquidating, one of the first places they looked were China where most investors had significant gains to sell into. This resulted in the proverbial baby being thrown out with the bathwater and some great valuations.

TODAY’S FEATURED COMPANY

China Recycling Energy Corporation (OTC.BB:CREG)

Creg

China Recycling Energy Corp.  is based in Xi’an, China and provides environmentally friendly waste-to-energy technologies to recycle industrial byproducts for steel mills, cement factories and coke plants in China. Currently, recycled energy represents only an estimated 1% of total energy consumption and this renewable energy resource is viewed as a growth market due to intensified environmental concerns and rising energy costs as the Chinese economy continues to expand.

On November 16th 2009, the Company announced unaudited financial results for the third quarter of 2009.

Check out the full details below!

Read Full Press Release

China Stocks TV Segment

HIGHLIGHTS

  • $18.4 million of revenue and $3.8 million of net income for Q3 2009, up 333% and 1,045%, respectively, year-over-year
  • Fully diluted EPS of $0.08 for Q3 and $0.19 for the year up-to-date, up from $0.01 and net loss of $0.14 per share in the same period last year
  • As of Q3, reached the guidance for the entire 2009 fiscal year in revenue and net income

MY COMMENTS:

First of all, I love the waste to energy space and think it is going to be a big industry going forward.  Why?  It converges on two important global needs – especially in China.  First, we all know that recycling is here to stay.  That’s an easy one.  Second, we all know that renewable energy is going to play a vital role in our planet in the next century.  To date, the main focus has been on renewable energy sources such as wind and solar.

However, very few people know that many forms of waste are also potential sources of renewable energy.  They can be recycled and turned into energy.  Until now, this has primarily come from incineration, which creates a host of other problems.  However, new and effective methods are now being developed and coming to market.  Wikipedia has a great overview on this very topic.  These are the reasons I like company’s such as China Recycling Energy.

Turning to the numbers, both revenue and profits grew at an extraordinarily fast pace, both sequentially and year-over-year.  I also like the fact the company has now turned the corner and is in the black after losing $0.14 last year.

At $0.19 EPS for the first nine months, the company is on track for ~ $0.25 for the full year.  At a current price of $2.85 the company is being valued at about 11 X PE.  Not bad but given the fact China Recycling Energy is growing quickly and is playing in a very high growth industry for years to come, I am putting them on my radar screen.

As always, this is my view in a snapshot. It is intended to give you a running start into your research. Now, you have to do your own due diligence to make sure the valuation is not impaired by other factors including balance sheet items, lawsuits or any other negative events.

If you have any comments, I’d love to see them below.

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinse Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George

AGORACOM Financial News TV – Breaking Small-Cap And Micro-Cap FinRancial News At The Open (November 18/09)

Posted by AGORACOM-Andreas at 9:00 AM on Wednesday, November 18th, 2009

Good morning to you all. Please find enclosed a summary of the breaking small-cap and micro-cap financial news we highlighted on our TV show this morning. It’s November 18 and we’ve found 4 great press release and 2 stock halts to report on at the open. Another great day for mall-cap and micro-cap financial news.

If you are new to the show, it is a daily, fast-paced, edgy report that we put out at or before the open everyday that strictly reports on the best small cap and micro cap news of the day in 3-5 minutes. You can watch AGORACOM TV right from our home page .

If you miss an episode or want to search for your company in our archive, you can visit our industry leading Small-Cap Podcast site at any time:

If you want to subscribe to our Small-Cap RSS Feed or download our podcast everyday via iTunes, or your favourite podcatcher, just use the following:

As always, don’t forget to visit the AGORACOM Marketplace where we list compelling summaries for over 85 great small-cap and micro-cap companies that you can sort by exchange and industry to suit your personal investing tastes.

TODAY’S SMALL-CAP AND MICRO-CAP BREAKING FINANCIAL NEWS BEFORE THE OPEN

Our daily show focuses on content over form so that you can get profitable information into your hands as fast as possible. The same holds true for these entries in our small-cap, micro-cap news blog, where I simply cut and paste my TV notes for your benefit, without any editing, so don’t give me a hard time!

Now, onto our show notes for the day.

Chinese Small-Cap Company Feature: Sinovac Reports 606% Net Income Increase On H1N1 Vaccine

Posted by AGORACOM at 8:15 AM on Wednesday, November 18th, 2009

As many of you know, we are very bullish on the long-term future of Chinese small cap and mid cap companies for two reasons:

1] The obvious reason – China is the fastest growing economy on the planet and nothing is going to slow down its ascent over the next 50 years and beyond. Investing in growth companies there just makes too much sense.

2] Great Results and Valuations - Many Small Cap Chinese Companies are listing in the US (OTCBB, NYSE Alternext and NASDAQ) with great financial results. Unlike many dubious US Small Cap Companies, Chinese Companies don’t seem to believe in losing money or failing to execute in a business plan. As such, 7-digit revenues and profits are very common.

From a valuation point of view, many Chinese companies became a victim of their own success in Q4 2008 and Q1 2009. Why? When the world needed to start liquidating, one of the first places they looked were China where most investors had significant gains to sell into. This resulted in the proverbial baby being thrown out with the bathwater and some great valuations.

TODAY’S FEATURED COMPANY

Sinovac (NYSEAmex:SVA)

Sva

Sinovac Biotech Ltd. is a China-based biopharmaceutical company that focuses on the research, development, manufacture and commercialization of vaccines that protect against human infectious diseases. Sinovac’s commercialized vaccine products include Healive® (hepatitis A), Bilive® (combined hepatitis A and B), Anflu® (seasonal influenza), Panflu(TM) (pandemic influenza (H5N1)), and PANFLU.1(TM) (pandemic influenza A (H1N1)).

On November 15th 2009, the Company reported it’s unaudited third quarter financial results.

Check out the full details below:

Read Full Press Release

Chinese Stocks TV Segment

HIGHLIGHTS

  • Sales for the third quarter increased 142% to $21.2 million
  • Sales for the nine-month period increased 40% to $47.8 million
  • Operating income for the third quarter rose 436% to $12.4 million
  • Operating income for the nine-month period increased 90% to $23.7 million.
  • Net income attributable to the shareholders increased 606% to $5.2 million in the third quarter, with diluted EPS of $0.12
  • Cash and cash equivalents at September 30, 2009 was $46.6 million.

MY COMMENTS:

This press release is great on so many levels.  First, before getting into the numbers, consider this statement:

Mr. Weidong Yin, Chairman, President and CEO of Sinovac, commented, “We are very proud that Sinovac was the first company in the world to develop a vaccine for the H1N1 pandemic flu virus.

That’s a pretty big statement to make.  Personally, I had no idea that Sinovac was the first company in the world to develop an H1N1 vaccine.  More than just lip service, this has translated into serious top and bottom line growth for the company, as seen in my bullet points above.

The company also has about $1/share in cash, so you are actually buying the business at about $7.25 per share. However,  given the fact Sinovac reported EPS of $0.12, that puts them at about 15X P/E if they can maintain that level of earnings for the entire year.

Normally, that would still be considered cheap for a company increasing the top and bottom line by 40% (9 months) and 606% (this quarter) respectively – but so much of that is dependent on H1N1 sales.  How long will that last?

As always, these are my own views and conclusions.  Do your own due diligence.  I know this is one company that would benefit from online investor relations.

If you have any comments, I’d love to see them below.

YOUR RESEARCH STARTING POINTS FOR CHINESE SMALL CAP AND MID CAP COMPANIES

We’ve provided investors with two great starting points to research great Chinese small cap and mid cap companies.

1. ChinaSecurities.com – ChinaSecurities.com tracks 250 of the best small cap and mid cap companies trading on North American exchanges. It provides you with the best of the best in two ways. First, the front page lists the best news of the day coming out of the space. It does so by giving you a text view of the best press releases by industry and via Chinese Stocks TV, a 5-minute broadcast every morning just after the open. Chinse Stocks TV is archived, so you can catch up on shows you missed.

Second, if you want to research each of the 250 companies to find candidates for your portfolio, it has a very intuitive directory that lets you quickly review each company on the master list, or parse it out by industry and exchange if you have a particular sector of interest. Cool stuff.

2. Right here on AGORACOM, you can refer to our China category for other featured Chinese Small-Cap Companies. As always, we will disclose any IR relationship with any public company. Given the sheer number of great Chinese Small-Cap Companies out there, you can expect us NOT to have an IR relationship with most of these companies.

Regards,
George