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Yongye International, Inc. Message Board

yo_roe 48 posts  |  Last Activity: Jul 23, 2014 11:01 AM Member since: Apr 30, 1999
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  • Reply to

    Downgrade - Raymond James 7.23

    by yo_roe Jul 23, 2014 9:49 AM
    yo_roe yo_roe Jul 23, 2014 11:01 AM Flag

  • After earnings, interesting. If anyone has access to the basis for the downgrade, would appreciate any info.

  • This move up before earnings...6M shares short, low float - 14 Days to Cover. Could Sanford Bernstein have missed this entirely?

  • Reply to

    Have you noticed the analysts downgrade timing??

    by jim1792us Jul 16, 2014 11:52 AM
    yo_roe yo_roe Jul 16, 2014 4:26 PM Flag

    I'm not sure if I agree re: Sanford Bernstein. That's something RBC is known for, not SB. I do expect LXK to continue to recover tomorrow (Friday) and Monday before earnings. One firm's opinion, and they are often wrong, but never have the whole picture, in any event. Just a few data points extrapolated in a vacuum. Let's see how Perceptive did - I still believe that will drive the stock following the report.

  • Reading Earnings Call transcripts, this appears to be what is driving valuation. Any thoughts on software #s for Q2? Not impressed with management (Glassdoor?), but stock price movement suggesting a great Q2 for Perceptive. Although Q2 books just closed - and I expect there will be leaks making their way to institutions.

  • With the low dividend and PE of 60, forward PE of 300+, can someone share the value of including this in their portfolio? Good sector, but on surface appears to be the wrong equity. Thanks for the assist on this one.

  • Reply to

    End of Lock Up next week

    by yo_roe Jun 7, 2014 7:15 AM
    yo_roe yo_roe Jun 10, 2014 7:11 AM Flag

    "Blackstone (NYSE: BX) might monetize its stake in Hilton Worldwide (NYSE: HLT) near-term, said analyst Jeffrey J. Donnelly of Wells Fargo.

    "The lockup period from Hilton Worldwide's IPO expires today. Blackstone, executives and former members of Hilton hold approximately 84% of the company's outstanding shares and are able to sell 1/3 of their holdings (276.5MM shares) between 6-12 months from the IPO and 1/3 of their holdings between 13-18 months, with no restrictions thereafter. Given Blackstone's numerous lodging holdings (Hilton, La Quinta, Extended Stay, Motel 6, Cosmopolitan Las Vegas, etc.), recent comments regarding its focus on select-service hotels, 7 year hold period on Hilton to date, and an understanding of investors' concerns regarding the overhang in the stock, we expect Blackstone to begin to monetize its position over the near term," said Donnelly."

  • I'll own HLT in my IRA eventually, but not until after the Insiders sell their HLT shares this coming week after the end of the Lock-Up period. I own June $22 PUTS, only because August were expensive. But, I'll have one full week of shares flooding the market at the Bid before expiration. Buyers are waiting I believe, and Friday in "green" did surprise me.

  • Johannessen Fred Olav: 50,000 shares - SEC code shows it was a gift ("G")? Need the Directors to continue to buy, or we drift down.

    Or, of course, ERII could announce an actual SALE OF PRODUCT. Another weak quarter - with the usual "lumpy" sales excuse - will not be received well by institutions that own this.

  • Reply to

    Why falling now.

    by jrfillion Jun 6, 2014 8:18 AM
    yo_roe yo_roe Jun 7, 2014 6:50 AM Flag

    I bought Put Contracts ($25) in anticipation of the excess supply and pressure on the bid that will result from Insider selling. Same with HLT. Not sure why we held $25 Friday, but it will continue to drop.

    RBC, who upgraded CQH last week, are completely unethical. I'm confident they shorted at $27 after they upgrade - all the way back to $25, and will continue to do so. They are manipulators and thieves, but if you understand how they operate, you can make $ playing along...

  • has actually been keeping the stock in the $5s. Volume very low, and insiders' buying has been significant. Either they continue to acquire shares, or they let it "leak" back into the $4s. Could easily get to $7 at this pace. Just risky - not knowing if - or when - they take their fingers of the trigger... BTW, I don't see a buyout at this level, but of course could be wrong about that. Technology (that we know of) carries only moderate patented value, or we would own a firm with actual revenues.

    CEO Rooney is useless, value-eroding leader...

  • Website - IR section - has no earnings date listed. In addition, the last earnings call webcast is not available, either. Their IR Dept. either incompetent, or they are still tying up "loose ends" on closing the books? I don't like to see that absence of transparency to investors. Recent price action, options volume (Calls, not Puts) both good signs, but Investor Relations appears to be in hiding...

  • Reply to


    by islandbrook2000 May 22, 2014 4:39 PM
    yo_roe yo_roe May 23, 2014 9:55 AM Flag

    I actually see this drifting below $12 today. Bought 200 $12 Puts, expire EOD, we'll see...

  • yo_roe yo_roe May 22, 2014 10:58 AM Flag

    Sold the 200 Calls @$.85 just now. Holding the shares. Despite the debt, this is a solid value play with plenty of room to run. The P/E alone will attract the value funds. Shorts will not have the patience to wait this out which will keep a floor on the price/share, IMO.

  • Forward P/E of 4!! Shorts betting on a disaster, 2015 EBITDA very close to market cap/valuation. At some point this AM, there could be a rush for the exits, in addition to positions being taken by institutions - now that the worst case scenario did not play out.

  • New here, and this caught my eye. Obviously didn't help the stock, but took a position based on my wife liking them (products) - then Buckingham got me to actually pull the trigger. So, gambling. Also bought 200 June $11 Calls @ $.40 today.

    "Bon-Ton Stores shares should be bought ahead of Q1 earnings, says Buckingham
    Buckingham believes that Bon-Ton's trends rebounded in April and May, enabling its profit to meet expectations. The firm thinks the company's Q1 results could be a positive catalyst for the stock."

  • Reply to

    buying point coming

    by pprbart May 15, 2014 2:29 PM
    yo_roe yo_roe May 17, 2014 6:36 AM Flag

    May have been, based on Friday close. Volume so low, though.... Read the SEC filing by Lorentzen. His investment firm "intends to acquire" additional stock. Those - or any other firm's - purchases can drive this back to $5. Institutional holders mostly Small Cap Index funds, so they will not sell. I'm not back in yet, and only a buyer under $4, which may not happen, we'll see.

  • Reply to

    New Entry Points

    by wayne_lamontagne May 13, 2014 12:28 PM
    yo_roe yo_roe May 13, 2014 12:43 PM Flag

    I sold out. I had not done much due diligence before getting in, but liked the technology and IP assets. But commercialization (O&G) is some time - years I believe - off. And, in the meanwhile, $250 million market cap (10 times sales?) seems way overpriced. I am wrong often, and I do think ERII could be a take-out candidate, but I also now see more competitors than when I got in. Good luck, hope this takes off - or gets bought out. Also, a few Ole Lorentzon's could move this fast with this volume...

  • What a joke. Love the fact that no one pays any attention to that "outfit".

  • Reply to

    Great CC

    by tail2195 May 8, 2014 12:33 PM
    yo_roe yo_roe May 12, 2014 7:59 AM Flag

    Jeremy: Is Lief Hauge the founder you are referring to? Appears his company (Isobarix) is focused only on desalienation.

    "RIVERSIDE, CA (MMD Newswire) March 21, 2014 – Energy Recovery, Inc. (NASDAQ: ERII) suffered another humiliating defeat in the Federal Appellate Court yesterday when the Virginia District Courts Order denying Leif J. Hauge the right to manufacture pressure exchangers, was reversed and vacated. The Virginia lawsuit was based on same set of facts that lead to complete acquittal of all charges in California for misappropriation of trade secrets leveraged against Leif J. Hauge and Isobarix. The Contempt Proceedings originated from a 2001 Virginia Settlement Agreement, where Hauge retained ownership to future patents and observed a 2 year None Compete.

    Defendant Leif J. Hauge was represented by IP attorneys Richard Sterba and Ahmed Davis of Fish & Richardson, Washington, DC.

    Isobarix has developed and is marketing a proprietary axle based ceramic pressure exchanger for use in Seawater Reverse Osmosis (SWRO) that has half the manufacturing cost, higher efficiency, exceptional small footprint and weight compared to sleeve based ceramic pressure exchangers. The company's XPR pressure exchanger is designed for flow rates up to 600 GPM or twice of market leader. The growing customer base appreciate the affordability and performance of the product now being installed in almost 10,000 M3/D SWRO installations in USA, Mexico, Singapore, Switzerland, Greece, Italy and Denmark.

    Leif J. Hauge, President and CEO of Isobarix stated "The 3 year long litigation with Energy Recovery, Inc. has been very damaging to us and again I appreciate the Courts strong decision supporting fair competition and look forward to devoting my energy on marketing and new technology development"

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