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Lotus Pharmaceuticals, Inc. Message Board

mmmparsley 43 posts  |  Last Activity: Oct 17, 2014 4:21 PM Member since: Jun 2, 2003
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  • mmmparsley by mmmparsley Oct 17, 2014 4:21 PM Flag

    RENN looks like a nice buy here. They have a strong cash position with little debt and a tangible asset value higher than the market cap.

    More importantly, they have made a few strategic acquisitions which should pay off handsomely. The 40 million injection into xueqiu (Snowball Finance) could eventually be worthy many times the original investment. A very pessimistically priced stock with a few reasons for optimism.

  • Reply to

    declining revs..garbage

    by derrick911smith Sep 27, 2014 1:59 PM
    mmmparsley mmmparsley Sep 30, 2014 2:44 PM Flag

    Outdated? Care to articulate?

  • Reply to

    BABA 2010 JRJC 2014

    by acuteguy121 Sep 30, 2014 1:19 AM
    mmmparsley mmmparsley Sep 30, 2014 5:05 AM Flag

    Sore loser.

  • Reply to

    Am I missing something?

    by derek.lucas2000 Sep 29, 2014 9:14 PM
    mmmparsley mmmparsley Sep 30, 2014 5:04 AM Flag

    Yeah, except they are people who live in China, are Chinese descent, speak and read Chinese, and use financial services within China.

    Stock is basically worthless.

  • Reply to

    BABA 2010 JRJC 2014

    by acuteguy121 Sep 30, 2014 1:19 AM
    mmmparsley mmmparsley Sep 30, 2014 1:47 AM Flag

    HAHAHAHAHA. Oh, man. Admit it, you don't know what you are buying. This is pure hope-based gibberish.

  • Reply to

    Am I missing something?

    by derek.lucas2000 Sep 29, 2014 9:14 PM
    mmmparsley mmmparsley Sep 29, 2014 10:12 PM Flag

    The guy is Chinese. Give him a break. Go to xueqiu and check the Chinese opinion or JRJC.

    Spoiler alert... Not good.

  • mmmparsley mmmparsley Sep 29, 2014 10:10 PM Flag

    This isn't true. Stop the nonsense. Go check out the real traffic on similarweb. JRJC is gaming their alexa rank. ZhongShan Securities has a bad reputation in China and has almost no traffic to their website. Why put out a press release like that a week before earnings?

    You are on the wrong side of the trade.

  • mmmparsley mmmparsley Sep 29, 2014 8:57 AM Flag

    Yeah, this NOW is the key word, considering they've been available for over a year.

  • Reply to

    declining revs..garbage

    by derrick911smith Sep 27, 2014 1:59 PM
    mmmparsley mmmparsley Sep 28, 2014 12:32 AM Flag

    "It is now becoming clear that online shopping is not the physical retail's predator, but only a branch of its omni-channels, as is mobile shopping and social shopping. Traditional physical retailers and pure online retailers are accelerating their transition from a single channel to omni-channels to better serve their SoLoMoMe customers. We have initiated a pilot omni-channel project with one of our top chain retailers in the second quarter. After the trial period, they expect to do a roll out to all stores across China."

    From most recent quarterly report.

  • mmmparsley by mmmparsley Sep 28, 2014 12:27 AM Flag

    Short JRJC.

    Xueqiu is the rising dominant player right now. They just received 40 million in funding and are gaining traction rapidly and have a great reputation in China.

    JRJC is troubled and is flailing to issue press releases to pump the stock up as much as they can. I would say the company now looks deeply troubled. I could be wrong, but it's a fairly high confidence bet for me.

    Recent partnership with Zhongshan is a bit of a joke. Zhongshan may have a history in China, but they don't have a good reputation according to what I've read from Chinese commenters in China. Stock has risen 50 million in value since the press release, and it's almost entirely meaningless to JRJC's bottom line.

    I think it falls back to $5.00.

  • Reply to

    declining revs..garbage

    by derrick911smith Sep 27, 2014 1:59 PM
    mmmparsley mmmparsley Sep 27, 2014 11:07 PM Flag

    E-Future is not a direct competitor with Alibaba in any way. Their omni-channel solutions will help retailers and product manufacturers better market their products across all channels, including Alibaba. Saying they are competitors is misleading and inaccurate. Would you care to argue this point in greater detail?

    Their main customers are brick and mortar retailers and E-Future is working diligently on solutions which will help keep these companies relevant in the age of the internet.

    E-Future has been investing in novel solutions like MyStore and Omni-Channel, of which 3 of the top 100 retailers in China have picked up already after only 1 year. Yonghui Superstores, who use the whole suite of E-Future products, have been gaining market share in China while growing at a clip of 22% as per their last earnings statement. So B&M retail in China is not necessarily a dying business.

    Meanwhile, the 50th largest department store in the highly fragmented Chinese retail market just re-structured their whole operations around E-Futures platform.

    I thumbed you up so people would see your post and consequently be able to read your weak argument and my response.

  • Reply to

    Some inexplicable posts by EFUT bears and bulls.

    by mmmparsley Sep 27, 2014 8:18 AM
    mmmparsley mmmparsley Sep 27, 2014 10:57 PM Flag

    Derrick Smith,

    What does that even mean? Your response was beyond meaningless and nearly incomprehensible. You think CNET is better? You think Alibaba is the enemy of E-Future? Not necessarily.

    Dave

  • The lack of substance in any of the recent posts is a bit disheartening. The fact that the company has 890 employees is clearly true, check the 20-F.

    Looks like E-Future shares are just a gambling ring right now for speculators and market makers. Oh well.

  • Reply to

    this stock market bubble is too big to fail

    by bobwins_o_phile Sep 24, 2014 1:45 PM
    mmmparsley mmmparsley Sep 25, 2014 11:01 AM Flag

    No, take a look at the movement today.

    I was right. Heading to 500 Million Dollars a share.

  • Reply to

    this stock market bubble is too big to fail

    by bobwins_o_phile Sep 24, 2014 1:45 PM
    mmmparsley mmmparsley Sep 25, 2014 6:49 AM Flag

    I humbly disagree. It's a terrific analysis, but the DOW will be 1,000,000 and XIV will be 150 Million dollars per share.

  • mmmparsley mmmparsley Sep 21, 2014 1:27 PM Flag

    I'm perfectly aware of how options hedging works. But thanks for the input.

    I didn't mean it would enhance your profit. I recommended buying options because it's smarter to buy long-dated puts rather than directly short because markets tend to move upwards if given enough time.

    So I wouldn't short AMZN in equal proportion to BABA, because BABA may outperform AMZN and you'd still end up underperforming the market. Buying puts instead exposes you to the downside, but limits your losses in a rising market.

  • mmmparsley mmmparsley Sep 21, 2014 12:58 PM Flag

    Correct, if AliBaba sold products like Amazon did, they would have a 0.6 P/S ratio, because I believe they will sell 300 million dollars worth of products this year. Because of the infrastructure in China, and because the shopping habits are developing, it's likely to be closer to 1 trillion by 2034.

    Alibaba, at about 55 P/E for 2014, seems pretty fairly valued right now. Not cheap, but not expensive either. Compared to Amazon, I think it's cheap. Buying BABA and Shorting AMZN seems like a pretty good strategy, especially if you can intelligently use PUT/CALLS to add some insurance.

    The Caveat is trying to figure out what you are actually buying.

    Personally, I'm more excited about E-Future, which trades at 0.6 times sales and hasn't yet monetized MyStore, a mobile purchasing/payments system that has over 1 million installs in only a year.

  • Reply to

    efut

    by horsetrackstocks Sep 19, 2014 8:39 AM
    mmmparsley mmmparsley Sep 21, 2014 1:53 AM Flag

    This company is not like SCOK because the majority of the publicly-held shares are owned by those who understand the inherent risks in the company and aren't likely to sell because they already are aware of the situation within the company.

  • Reply to

    efut

    by horsetrackstocks Sep 19, 2014 8:39 AM
    mmmparsley mmmparsley Sep 21, 2014 1:51 AM Flag

    I have already talked to the company about the possibility of needing to apply for a loan or issue shares in order to support the company during this period of increased investment into MyStore and Omni-Channel.

    They believe that at some point they may need funding as they continue to invest into their consumer mobile and online offerings. They suggested that this might be possible in the next 1-2 years. However, at the moment, they are not as cash poor as you may think. By the end of the year 2014, they should be back up to about 9-10m in cash. The 2nd quarter is almost the point where cash draws down to it's expected nadir and then starts to build back up the rest of the year.

    I wouldn't be surprised if they have to at some point in 2015 or 2016 raise cash. They are looking for a major breakthrough as to how brick and mortar retailers target, advertise and maintain relationships with their customers while implementing omni-channel solutions for retailers who want to broaden their presence online while maintaining relative independence in their branding, pricing, and promotions.

  • Reply to

    embarassed to admit this but

    by nylsia21998 Sep 19, 2014 10:21 PM
    mmmparsley mmmparsley Sep 20, 2014 2:57 AM Flag

    I think the most accurate answer is a little bit of both.

LTUS
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