GEO Investing

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 […]

Looking for Long and Short Ebola Plays Due to the hype surrounding the Ebola and Enterovirus, we are now searching for related long and short ideas. So far, we focused our bullish Ebola calls on protective apparel and disinfectant themes. This […]

Summary: 344 days of time-lapse surveillance of CGA’s high-margin Jinong fertilizer factory, contributing 75% of CGA’s gross profit, shows it only shipped around 10% of the volume CGA reports it sold. 51 days of time-lapse surveillance of CGA’s low-margin Gufeng […]

Call(s) to Action: None Here are the stories that the GeoTeam is following today… (Please see full disclosures at bottom) ChinaHybrids LLEN ($0.40) – Dismissed Kabani and Co.  and has not appointed a new audit firm at this time.  The […]