Agoracom Blog

Over 2,000 Investors From 49 Countries Visit AGORACOM Online Gold & Commodities Conference Home

Posted by AGORACOM at 8:46 AM on Sunday, November 22nd, 2009


With more than 2 weeks remaining before the start of The AGORACOM Online Gold & Commodities Conference, investor interest is already starting to ramp-up – and we haven’t even commenced the marketing phase of our program.  Here are some details:

TRAFFIC HIGHLIGHTS

  • Analytics are for the period November 5 – 19
  • 2,054 investors visited the site
  • They spent an average of 5:39 on the site
  • They came from 49 different countries
  • Top 10 countries in order of top to bottom …. Canada, United States, India, Australia, Germany, United Kingdom, Netherlands, Colombia, Switzerland, Argentina
  • Visitors from the top 10 countries represent the continents of North America, Asia, Europe, Australia and South America

A BRAND NEW AUDIENCE OF INVESTORS

I am especially pleased with the depth of international visits, which I cited as a primary reason for taking conferences online.  For the first time ever, investors from anywhere in the world will be able to fully participate in a conference that is not reserved for investors that live close to a “conference city” or can afford to travel to one (New York, San Fran, London, Frankfurt, Toronto, Vancouver, New Orleans, Las Vegas).

Specifically, for the first time ever, international investors can now watch company presentations and listen to valuable insights from keynote speakers at the same time as everybody else.  International investors will no longer feel alienated and out of the loop.  By opening our doors to them and welcoming them on an equal footing, we open up the lines of communication that will flow for as long as we have the web.

As I say this, I also don’t want to forget the massive audience of North American investors that simply don’t have the time to fly to conferences due to work and family obligations.  Think about it, how many people have the luxury of taking 3 days off to fly to different conferences?

Ultimately, this level of engagement with a brand new audience – both local and international – will lead to tremendous benefits for the entire industry.  The important thing to remember is that we will need to continue these efforts from here on out.  Companies that embrace the concept of a borderless online investor community will be the biggest winners in the next decade.

Regards,
George

Chinese Small-Cap Company Feature: Sino Green Land Corporation

Posted by AGORACOM at 9:30 AM on Thursday, November 19th, 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

Sino Green Land Corporation (OTC.BB:SGLA)

Sgla - header

Sino Green Land Corporation is a leading agricultural distributor of high end fruits and vegetables in the People’s Republic of China. Since its inception in 2003, Sino Green Land has grown from a small distributor of various produce to become a large distributor of high end fruits such as: Fuji apples, emperor bananas and tangerine oranges.

On November 19th 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

  • Net sales increased 12.7% to $31.2 million compared to the same period last year
  • Gross profit increased 26.3% to $3.5 million and gross margin increased 120 basis points versus the third quarter of 2008
  • Net income excluding a non-cash warrant expense of $290,091 and a non-cash beneficial conversion feature expense of $153,425 would have been $1.9 million or $0.02 per diluted share

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

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.

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 Sunergy

Posted by AGORACOM at 9:30 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 Sunergy (NASDAQ:CSUN)

Csun - header

China Sunergy is a specialized manufacturer of solar cell products in China. China Sunergy manufactures solar cells from silicon wafers utilizing crystalline silicon solar cell technology to convert sunlight directly into electricity through a process known as the photovoltaic effect.

On November 18th 2009, the Company announced its financial results for the third quarter of 2009.

Check out the full details below!

Read Full Press Release

China Stocks TV Segment

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. 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 Feature: China Recycling Energy

Posted by AGORACOM 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

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: 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.

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