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Xinyuan Real Estate Co., Ltd. Message Board

caseysxyz 8 posts  |  Last Activity: Jan 23, 2014 6:07 PM Member since: Sep 3, 2012
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  • Sorry, I was totally wrong. When I originally post I thought Xinyuan had some value. I was wrong. It is worthless. In my defense an event I never thought would happen occurred. Go figure. In China figure out the most unlikely outcome to predict the future.

    Yesterday, the SEC bounced the Chinese Big 4. So, this listing, and every US-listed mainland Chinese listing, is worthless. Even one with an allegedly genius Chairman.

    Well, I have better things to do. I am out.

  • Reply to

    Xinyuan Real Estate Co,, LTD Solved Part 1

    by caseysxyz Jan 20, 2014 5:20 PM
    caseysxyz caseysxyz Jan 22, 2014 10:55 AM Flag

    The idea of leverage is solid and basic 101 corporate finance. To spout this is evidence of Chairman Young’s genius is slanderous to his intellect. Misapplication of leverage principles have been disastrous. My example of Jeff Skilling was not an off-the-cuff choice. Muddling the issue is certainly beneficial to the argument with no substantive support. Your obfuscation is a common ploy to observers of Xinyuan. It is the only possibility.

    Please keep posting. One of your post serves my purpose better than a hundred of my posts.

    The market works on this principle – money talks and BS walks. Despite all company’s efforts they have not delivered the goods. The P/E sucks today. It sucked four years ago. And, it sucked ever day in between. If this was a western company, there would have been a different approach many years ago. But, it is a Chinese company not operating to the benefit of its shareholders.

  • Reply to

    Xinyuan Real Estate Co,, LTD. Solved Part 2

    by caseysxyz Jan 20, 2014 5:22 PM
    caseysxyz caseysxyz Jan 22, 2014 10:30 AM Flag

    II think you are being too hard on yourself. Moron, a largely discredited term, is a term used to describe a mild intellectual disability. You have done yourself no favors by posting a one sentence response heavily relying on reflective pronouns. Such a construct is indicative of a 3rd or 4th level writing skill, but I do not agree your post is enough to conclude you are a moron. Cheer up friend and do not be so hard are yourself. Try to put two sentences together expanding on the same idea. Use of reflective pronouns leads to miscommunication. Dictionaries are excellent sources to expand your vocabulary.ed

  • Reply to

    Xinyuan Real Estate Co,, LTD. Solved Part 2

    by caseysxyz Jan 20, 2014 5:22 PM
    caseysxyz caseysxyz Jan 22, 2014 10:17 AM Flag

    Are you unable to deal with more than one possible outcome? There is only BS or not BS. If so, it explains you resorting to slander rather reasoning in your endeavors..

  • Reply to

    Xinyuan Real Estate Co,, LTD Solved Part 1

    by caseysxyz Jan 20, 2014 5:20 PM
    caseysxyz caseysxyz Jan 21, 2014 10:10 AM Flag

    What is there to discuss? You and your supporting articles are applying western ideas to a Chinese company. In the west a company focuses on maximizing shareholder's value. This company should be trading at some where between 10 to 15 per share. It did for a short time after its IPO but has never approached a reasonable valuation. The trading history is a quarter-end pump and dump. Founder or not, Chairman Young would have bounced many years ago at any other company. Chairman Young is a genius. He has run his company ably by supporting the greater good of China by diligently following the dictates of the Chinese Communist Party (CCP). Investors just do not give a hoot about the sovereign fund of the CCP unless leads to superior profits. The business hall of fame is full of business genius who could not raise a penny. Jeff Skilling is the most immediate example. If Chairman Young is delusional enough to think a non-commodity stock without long-term valuation growth is a good thing, that is reason enough to sell.

  • Your search for answers might encompass this board. You starting points is wrong so you will not understand. You assume this is a western company. You assume its primary goal is to maximize shareholder return. You assume the primary concern of management is the operation of the company. You could not be more wrong.

    The company is, as is all activity in China, under the direct control of the CCP. If they think about you, the shareholders, they view you as sub-human. You are western and not Han Chinese, as all good Chinese know you are not a human being. Further, you are the worse of sub-humans, a capitalists. You likely achieved your wealth through pimping your mother or sister or selling drugs to all the other western drug addicts. If you lose money, it is just.

    Want proof? Well if the history of the trading price is not proof enough. Consider who benefits most from moving resources through a double-tax situation to invest in the United States and borrowing unneeded funds at absurd rates? Why that be the Chinese balance-of-payment and with a clear benefit to the sovereign fund of the CCP.
    Newbies, you are wasting your time. This stock is not trading upon macro trends or institutional volume. The market is all for the benefit of the CCP. The company will disappear in a cloud of dust as soon as the benefit to the party changes. If you invest in Xinyuan do not invest any more than you can lose, because some day this stock will disappear. When it disappear will not have a predictive event. The United States could get into a shooting war with China and the stock will still trade. Or, we could fly one too many planes through the South China Sea and it could disappear. Who knows? Someone in Beijing who ends up in the gulag, if they talk.

    The last group is the short sellers. This stock, as many Chinese stock, is shooting fish in a barrel. I am not sure the profits would change without a quarter-end Chicken Little dance but why leave anything to chanc

  • There are three type of posters to this board – wǔmáo, short sellers, and newbies wishing to buy the most undervalued stock on the market. Only the wǔmáo and short sellers efforts are justified.

    Westernized wǔmáo, 50 Cent Party, or wǎng píng yuán, ape who comments on the internet, is internet commenter. This is respected profession in China, like doctor, lawyer, or CPA. For those at the peak of the profession, those employed by the Chinese Communist Party (CCP), a certification test and education achievement is required. The wǔmáo has one focus. By any means possible, destroy any information threatening the stability of China. In the west, we call this type of information the truth.

    The company certainly has employed wǔmáo who post to this board. Using wǔmáo would be significantly cheaper IR than an actual IR function. Their efforts are beneficial to the wǔmáo, as they are paid on a per post basis.
    The newbies come to the board looking for information after stumbling across this super value stock. They have run the analysis. The stock is trading at significant discount to comparables. It is selling an in-demand product in a closed market with 1.3 billion potential customers. It has a great balance sheet with a Big 4 auditor, and until recently a western CFO from a prestigious US school. It has consistently delivered earnings. The company pays a regular quarterly dividend and often participates in stock buy-backs. What is there not to like?

    The newbie might even buy at that point or continue their due diligence. However, a couple things become evident. The company generally trades in a narrow range, except at quarter-end. The company, although with sterling balance sheet, has borrowed money twice at absurd cost of capitals without any clear need. The Chinese company, in allegedly the hottest market in world, has taken on projects in the United States.

  • caseysxyz caseysxyz Aug 14, 2013 10:59 AM Flag

    The context is the guy was giving a "everyone needs to be a team player or leave" speech. There might be some back story that CEO had a hard-on for the guy prior to the meeting. Now, the guy apologizes? Obviously, the guy cannot stay on task. Not an enviable trait in a CEO. I think the company would get a good pop by firing the guy.

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