Migao Corp.

MGO-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about MGO-T

Signal
Opinion
Expert
COMMENT
COMMENT
October 29, 2008
Hanfeng Evergreen (HF-T), Hanwei Energy (HE-T) and Migao (MGO-T) are interesting plays into China. Have been crushed but give direct exposure to what he expects will be the strongest currency over the next 25 years. You are buying them with multiples of earnings (not cash flows) that are unbelievably low. Wants to look at these more closely and would be buying if he had more time.
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Migao Corp. (MGO-T)
October 29, 2008
Hanfeng Evergreen (HF-T), Hanwei Energy (HE-T) and Migao (MGO-T) are interesting plays into China. Have been crushed but give direct exposure to what he expects will be the strongest currency over the next 25 years. You are buying them with multiples of earnings (not cash flows) that are unbelievably low. Wants to look at these more closely and would be buying if he had more time.
HOLD
HOLD
August 20, 2008
Likes long term. Took profits on half his position at about $10. Input costs have increased but have been able to pass that on so far.
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Migao Corp. (MGO-T)
August 20, 2008
Likes long term. Took profits on half his position at about $10. Input costs have increased but have been able to pass that on so far.
COMMENT
COMMENT
April 23, 2008
Recently did a share issue around $8. They are very tiny and don't have the critical mass that Potash (POT-T) or Agrium (AGU-T) have. However, they do have plants in China, so transportation will not be an issue for them. If you want a speculative purchase, this is appealing.
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Migao Corp. (MGO-T)
April 23, 2008
Recently did a share issue around $8. They are very tiny and don't have the critical mass that Potash (POT-T) or Agrium (AGU-T) have. However, they do have plants in China, so transportation will not be an issue for them. If you want a speculative purchase, this is appealing.
HOLD
HOLD
January 16, 2008
China-based fertilizer company. They have had tremendous growth. Recently sold out half his position because of the uncertainty in the market right now. With earnings growth, it can do above 25% over the next 3 years.
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Migao Corp. (MGO-T)
January 16, 2008
China-based fertilizer company. They have had tremendous growth. Recently sold out half his position because of the uncertainty in the market right now. With earnings growth, it can do above 25% over the next 3 years.
BUY
BUY
November 15, 2007
Potash play in China. Increase of yields will be beneficial for the farmers, especially as the intensity and usage of grain increases in the Chinese economy. Long-term outlook is positive.
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Migao Corp. (MGO-T)
November 15, 2007
Potash play in China. Increase of yields will be beneficial for the farmers, especially as the intensity and usage of grain increases in the Chinese economy. Long-term outlook is positive.
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