Even if you don’t agree with our conclusion on Cadiz Inc. (NASDAQ:CDZI) — a conclusion that states that CDZI’s sole project is extremely unlikely to materialize (which we will reiterate with new MWD commentary) — the capital that the company […]
We believe Tarena International’s (NMS:TEDU) business model is seriously flawed to the point that the company’s current pace of revenue growth, net income growth, and cash generation could all be unsustainable and in jeopardy. While the risks we highlight may not pose […]
Summary A letter on October 5th from the California State Office of the Bureau of Land Management continues to paint a bleak picture for CDZI’s focus — its ongoing “water project”. This reconciles with, and further validates, past critical articles […]
UTStarcom – UTSI – Mysterious 13D with Huge Premium Could Foreshadow Strategic Involvement or Buyout
Summary On August 7th, UTSI filed an amended 13D/A , inclusive of a Binding Term Sheet, where nearly 12 million shares are planned to be sold between investors for a premium of over 200% of the current share price The […]
This morning, we released our latest report to premium members, detailing why we believe shares of Elizabeth Arden (RDEN) could have 52% downside from today’s levels near $10. In our full report, we touch on the following red flags about the […]
The State of U.S. Listed China Based Companies Going Private The pace of U.S. listed China based companies (ChinaHybrids) receiving bids to go private has accelerated over the past several weeks. The June 17, 2015 announcement that Qihoo 360 Technology […]
On Wednesday, GeoInvesting released an article titled “China Finance Online: CEO Resigns from Key Posts in China Amid Anti-Corruption Probe.” On Thursday, China Finance Online Co. (NASDAQ:JRJC) issued a “Rebuttal to Short Seller Article” in which it claimed that the “Geoinvesting report […]
Summary The most current SAIC records show Chairman and CEO Zhiwei Zhao suddenly resigned from his positions at three key Chinese VIE subsidiaries of JRJC over the past few months. This development has yet to be disclosed by management. Additionally, […]