China Agritech Inc. (NASDAQOTH:CAGC)

This is a tracking portfolio of all CAPS-ratable tickers in the Chinese RTO/SPAC space (i.e., companies that listed without filing an IPO).

China Agritech, Inc. went public via a reverse merger in 2005. The company is based in China.

I BELEIVE THIS COMPANY HAS STRONG FUNDAMENTALS AND IS A STRONG INVESTMENT.

premier Chinese Ag company...real money rides on this one...punished recently, but expecting a breakout soon...huge growth potential and plenty of cash on hand...long-term gem!

China Agritech is quickly moving back into buyable territory and yes I realize I am making up words as I go along here. CAGC had been trading at something like 35+ times 2011's figures and was growing at roughly 30% over the next two years. They are still slated to grow at 30% but are now staring down a forward price to earnings of just 12 which is still more than i would pay for CAGC at the moment. They have a solid balance sheet with $1.16 in cash per share and currently they're sitting at just under 3 times book. What I'm looking to do is enter a limit buy to pick up CAGC at $6.85 which places this at roughly 7 times 2011's figures with a 30% growth rate and about 1.5 times book value still with $1 in cash on hand. I'm not sure if I'll get this entry point but I can hope right?

UltraLong

Real money in all my rated stocks.

CAGC is the world's best performing fertilizer company. It serves probably the strongest market, China.

World populations are increasing so more food is needed to fill this basic need.

I owned CAGC until recently but now the stock is very expensive when compared to similar ones. I believe that it's been huped but will come back to earth. Based on their revenue growth and income, and the fact the comapny has announced palns to raise up to $100M through the sale of more equity and/or debt, I'd put the fair market share value at no more than $15, i.e. almost 40% below the current level.

... because it's up 93.7% since 29 Jan!

China has reformed farming specs that prevented this stock from moving forward. Now, looks like it is picking up momentum.

there is much need in their products

Amazing opportunity, chinese stock, no debt, growing demand for the product...what's not to like

Better fundamentals than CGA (although I really like CGA, too), low debt, and operates in an industry and country that are begging for this type of product. The recent run up over the past year (and more specifically over the past two months) has been dramatic, but if you wait for a pullback, you will be rewarded with a great stock.

$$$$$$$$Pedal to the metal here.Management did what they said they would, and thats one of the greates signes ever.No debt, i mean this is a fantastic stock.Everything looks great.Plus china is growing so much, sticking with china stocks that are very simple and basic, fuel, coal, agriculture, and have good fundamentals....well thats where to be.Check out lpih.ob if you like this one.

I believe that the world is really not ready for genetic type farming as they do in China. It will take sometime for the US to adjust

P/E of 9 is half what CGA is but if net income doesn't hit $11.5 mil for 2009 could go lower due to Carlyle dilution--if it surpasses 11.5 we are all in the money

The CIC recently invested $850 million with Noble Corp in the interest of increasing agricultural production. Now, considering Noble Corp expects a 20% ROE on that money, you think you should be bullish on China Ag?