As many of you know, we are running this ad on BNN (Business News Network). Â The ad has done wonders for attracting new investors to AGORACOM, as well as, raising our profile amongst our clients and potential clients. Â The thrill of seeing myself on TV has long worn off (though not for my kids) but I’m still proud of the fact I can be working out in front of the TV and see this unexpectedly pop-up (lower right hand corner).
Author Archive
AGORACOM Ticker Sponsorship On BNN
ChinaSecurities.com Small-Cap Company Feature: Deer Consumer Products
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
Deer Consumer Products (OTC.BB:DCPD, as of July 17th 2009, NASDAQ:DEER)
Deer Consumer Products, Inc. is a U.S. public company (stock symbol: DEER) headquartered in China. We are a market leader in the design, manufacture and sale of kitchen electronics targeting both international and the Chinese domestic markets. Established in 2001, we are operated by founders/managers. Deer is a direct access and primary beneficiary of consumer wealth growth worldwide.
On March 2nd 2010, DEER announced record 2009 financial results
Check out the full details below!
HIGHLIGHTS
- Revenue of $81.3 million, an increase of 86% from $43.8 million in 2008
- Net income of $12.4 million, an increase of 268% from $3.4 million in 2008
- Earnings Per Share (EPS) of $.53, an increase of 170% from EPS $0.20 in 2008 on a fully diluted basis
- Record revenue and net income significantly exceeded 2009 guidance
- Strong balance sheet, approximately $80 million in cash without long term debt
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. Chinese 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
Chinese Small-Cap Company Feature: China Advanced Construction Materials
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
TODAY’S FEATURED COMPANY
China Advanced Construction Materials (NASDAQ: CADC)
China ACM is a leading producer of advanced construction materials for large scale commercial, residential, and infrastructure developments. The company is primarily focused on producing and supplying a wide range of advanced ready-mix concrete materials for highly technical, large scale, and environmental construction projects.
On March 2nd 2010, China ACM announced that it has been awarded a new contract totaling $1.55 million for its ready-mix concrete services for one section of the PanJin to YingKou high-speed railway in Liaoning Province.
HIGHLIGHTS:
- Ccontract totaling $1.55 million
- The project will require 200,000 cubic meters of concrete and should be completed in less than two years.
Most importantly, the company reported earnings of $0.22/share. If you extrapolate that over the year, you have a company with ~ $0.90 EPS, yet trading at just over $5.00. You do the math but that sounds like pretty good value to me. Check out the full details 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. Chinese 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 Company Feature: China Security and Surveillance Technology
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
TODAY’S FEATURED COMPANY
China Security and Surveillance Technology (NYSE: CSR, NASDAQ: CSR)
China Security & Surveillance Technology, Inc., through its subsidiaries, engages in the manufacture, distribution, installation, and maintenance of security and surveillance systems, and the development and integration of related software in China.
On July 28th 2009, the company Reports Second Quarter 2009 Financial Results.
Check out the full details below!
HIGHLIGHTS
- Fourth-quarter revenues increased 27.3% to $182.71 million
- Fourth-quarter gross margin increased 610 basis points sequentially
- Fourth-quarter net income attributable to CSST increased 132.3% to $26.06 million and EPS increased 65.2% to $0.38
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. Chinese 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 Company Feature: Perfect World
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
Perfect World Co., Ltd. (Nasdaq: PWRD – News) is a leading online game developer and operator based in China. Perfect World primarily develops online games based on proprietary game engines and game development platforms.
On March 1st 2010, PWRD announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2009.
Check out the full details below!
HIGHLIGHTS
Fiscal Year 2009 Financial Highlights
- Total revenues were USD314.2 million, an increase  of 49.2% from fiscal year 2008
- Gross profit was USD270.2 million, an increase of  46.2% from fiscal year 2008
- Operating profit was USD158.8 million, an increase of 60.1% from fiscal year 2008.  Non-GAAP operating profit was USD170.3 million, an increase of 44.3% from fiscal  year 2008
MY COMMENTS:
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
Video – Marc Faber Sees Market Correction In 2010, With Mining and Agriculture Outperforming
Marc Faber, managing director of Marc Faber Ltd and Barron’s Roundtable member, anticipates meaningful market correction in 2010. Mining and agriculture will be top performers within commodity sector.
Regards,
George
ChinaSecurities.com Small-Cap Company Feature: China Wind Power
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 Wind Power International Corp. – TSX-V:CNW
On February 22nd, 2010, announced preliminary results for the year ended December 31, 2009.
Check out the full details below!
HIGHLIGHTS
- The Company generated $1.3 million of wind power revenue during the quarter, including $0.8 million during the testing, tuning and calibration of Phase 1
- China Wind Power had a net loss of $0.6 million, or $0.011 per share, for the quarter, contributing to an accumulated deficit of $5.4 million.
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. Chinese 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
Northern Tiger Joins “AGORACOM 100″ With A Focus On The Rapidly Developing Dawson Range In Central Yukon

I’m very happy to announce that Northern Tiger Resources (NTR:TSXV) was added to the AGORACOM 100 today. Northern Tiger is a new Canadian-based resource exploration company focused on the rapidly developing Dawson Range gold-silver-copper mining district in the central Yukon.
The AGORACOM 100 is meant to be a filter that provides investors with an ability to separate the wheat from the chafe – and Northern Tiger is most definitely AGORACOM 100 material. The fact that Northern Tiger has chosen to make itself fully accessible via online investor relations and an electronic shareholder forum (all links below) tells you a lot about the company’s confidence. You just don’t open yourself up to the public unless you believe in your story. As such, I’m looking forward to sharing the company’s developments with you over the next 12 months and beyond.
Now, as a client of AGORACOM, assume I am horribly conflicted about the prospects for Northern Tiger and do your own due diligence. To that end, I’ve provided you with a running start below.
Why Northern Tiger?
- Focus on the Yukon’s Dawson Range:
- An underexplored part of the Tintina Gold Belt, which contains deposits such as Pogo, Fort Knox and Donlin Creek.
- Immediate area is a favorable setting to host economic mineral deposits, as demonstrated by the Minto Mine (producing), the Carmacks Copper Project (being permitted) and the Casino Project (positive pre-feasibility study).
- Improving infrastructure.
- Settled land claims.
- Drilling success at Sonora Gulch, our principal project, continues to demonstrate the property’s gold potential.
- Exploration alliance with Capstone Mining Corp. provides us with broad range of exploration and development expertise.
- Management team has a broad range of exploration and public company expertise, including substantial experience in the Dawson Range.
Capstone Mining Corp. Exploration Alliance
Northern Tiger has an exploration alliance with Capstone Mining Corp.’s wholly owned subsidiary Minto Explorations Ltd. Capstone is the operator of the high grade copper-gold Minto Mine – the only operating hard rock mine in the Yukon.
The exploration alliance provides for:
- Cooperation on planning and executing exploration programs and long term strategies for the area.
- Sharing of proprietary technical expertise to assist project advancement.
- Access to Capstone’s infrastructure to facilitate exploration in the region.
Link to Hub / Link to Profile / Link to Forum
Regards,
George
Firestone Ventures Joins AGORACOM 100 With NI 43-101: 330 Million Pounds of Zinc, 114 Million Pounds of Lead and 978,000 Ounces of Silver Defined to Date

I am pleased to announce that  Firestone Ventures (FV: TSX) is the newest member of The AGORACOM 100.  With NI 43-101: 330 Million Pounds of Zinc, 114 Million Pounds of Lead and 978,000 Ounces of Silver Defined to Date, Firestone is definetly AGORACOM 100 material.
Firestone Ventures Inc. is exploring and advancing its road-accessible Torlon Hill zinc-lead-silver project in Guatemala, Central America. Since early 2006, 8,400 metres of drilling in 101 holes has identified mineral resources totalling 330 million pounds of zinc, 114 million pounds of lead and 978,000 ounces of silver. The Torlon Hill deposit is on or near-surface and is open for expansion.
In late 2008 and during 2009, Firestone completed additional land acquisitions, data compilation and re-interpretation of historic data, mapping, prospecting, and soil sampling. Fieldcrews are currently conducting regional exploration and zinc occurrence evaluation in preparation for drilling in early 2010. The company plans to expand on the resource defined at Torlon Hill in addition to drilling additional zinc targets in the regional carbonate belt.
As always, assume I am horribly conflicted by the fact Firestone is now a client of AGORACOM and do your own due diligence. Â Here are some of the things we like about the company:
Exploring The Torlon Hill Zinc Project In Guatemala
- Artisanal mining and smelting of lead for over 300 centuries; zinc potential of property had never been tested.
- Torlon Hill is a direct replacement zinc-lead-silver deposit on the boundary between two major tectonic plates.
- Deposit is almost completely oxidized to smithsonite (zinc carbonate) with remnant galena.
- Road accessible, 100% owned by Firestone Ventures Inc.
- First ever drill program started in early 2006.
- 8400 m drilled to date in 101 drill holes, deposit is open to expansion.
- High-grade zinc mineralization is exposed on surface and is near-surface in drill holes.
- 330 million pounds of zinc, 114 million pounds of lead and 978,000 ounces of silver defined to date.
- Excellent upside to exploration in the surrounding area to increase tonnage.
Link to Hub / Link to Profile / Link to Forum
Regards,
George
African Gold Joins “AGORACOM 100″ with a focus on surpassing the 1,000,000 oz gold threshold within “Zone 1” of the Kobada deposit

I’m very happy to announce that African Gold Group (AGG:TSXV) was added to the AGORACOM 100 today. African Gold’s management is no stranger to the mining industry, as Management has over 100 years of operating experience in Africa, and has played critical roles in raising more than $200 million for gold exploration and development projects on the African continent.
African Gold Group has 3 separate projects in Ghana, each located less than 30 km from existing milling infrastructure and 3 separate project sites in Mali, West Africa.
Investment Highlights
- “Flagship” asset – Kobada, Mali – multi-million oz Au potential. 20,000 m RC drill program commenced.
- AGG has entered into a joint venture agreement with Randgold Resources Ltd. to explore its Bagoe Assets in Mali.
- Assuowunu, Ghana, contiguous and immediately on strike with Keegan Resources Inc. (KGN) Esaase property of 1.43 million ounces of gold.
- Nyankumasi, Ghana, 30 km from Newmont’s Akyem project.
- Veteran management team with over 100 collective years of operating experience on the African continent.
- Collectively raised over $200 million in exploration capital for gold exploration and development.
Now, as a client of AGORACOM, assume I am horribly conflicted about the prospects for African Gold Group and do your own due diligence.
Link to Hub / Link to Profile / Link to Forum
Regards,
George






