GEO Investing

China Mobile Games (CMGE) published a response to GeoInvesting this morning at about 9:10am. We encourage all of our members to read this response very carefully, as we believe it falls flat and shies away from the key issues that […]

Summary China Mobile Games is a mobile gaming company that we believe is engaging in questionable business practices and operating in a cloud of obfuscation. We believe CMGE could be overstating its revenues significantly through an improperly disclosed relationship with […]

Summary CGA’s response to our original report has consisted of blanket denials and potentially staged investor days, completely devoid of primary source evidence to disprove our thesis After CGA excluded its only analyst from attending its investor days, the analyst […]

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 BONA ($7.49) reported Q2 2014 results, reported non-GAAP EPS of $0.05 vs $0.04 on a 58% increase in revenues. […]