Summary We believe the value of a recently closed joint venture with Terex and a material acquisition that is expected to soon close are not factored into the value of MNTX. Organic growth and acquisitions in the last three years […]
Call(s) to Action: Stay tuned for our next short thesis report coming shortly . Ex-GeoBargain on the radar FNHC ($20.75) – Watching current pullback as possible buying opportunity. On 7/29/2014 FNHC reported blowout Q2 2014 results, crushing EPS estimates of […]
Call(s) to Action: EXETF ($6.81) – We are adding to our position. Recent price action strength coupled with the company’s ability to refinance its debt leads us to believe a resolution is nearing in the company’s strategic review. EXETF has […]
Calls to Action: None Here are the stories that the GeoTeam is following today… (Please see full disclosures at bottom) General Highlights: ChinaHybrid JRJC ($4.68) – Reports record Q1 2014 revenues, narrows loss from prior year. CMGE (Halted) – Yesterday, […]
Shares of many U.S. listed Chinese stocks are down in early trading. A Reuters article states that an SEC judge is barring “Big Four” auditor China branches for six months from performing audits.. “Chinese units of the global “Big Four” […]
A reversal in extreme negative market sentiment requires a defining moment that can cause investors to act irrationally or just give up. Well, capitulation may have finally arrived. Whether you believe if the CCME saga was an example of “innocent […]
If you are losing faith in Chinese companies, you can still benefit from the realization that investing in U.S. should not be overlooked. On October 22, 2010 we published an article highlighting companies we believed were worth tracking at the […]