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ONP

Orient Paper: Loeb's Not the Right Firm for the Investigation

Chinese Company Analyst submits:

Last week, Orient Paper (ONP) announced it would retain Loeb & Loeb to conduct an independent investigation into the issues raised by Muddy Waters LLC.

Are Chinese Stocks Becoming Irrational?

Dutch Trader submits: Any time you buy or sell a stock, you should be buying and selling irrational behavior. You should buy shares when they are irrationally cheap and sell them when they are irrationally expensive. Those are subjective concepts but in the end they work. Certainly in hindsight it's obvious when things are absurdly cheap or absurdly expensive.People typically give too much weight to recent experience and extrapolate recent trends that are at odds with long-run averages and statistical odds.

Orient Paper: Key Pieces of Evidence for Fraud

Chinese Company Analyst submits:

Over the past few weeks, there has been much discussion on fraud allegations involving Orient Paper (ONP). The dialogue has been extensive. The original Muddy Waters research report was 30 pages long, and they have issued several subsequent pieces of commentary.

Orient Paper: Not All BDOs Are the Same

Chinese Company Analyst submits:

In this article, I’m going to discuss why BDO Limited, the Hong Kong branch of the BDO International network of auditors, should not be considered a top tier auditor, and is not comparable with the separate U.S.-based BDO Seidman. Not all BDO member firms are the same.

Orient Paper: Investors Ought to Lower Expectations

Southhill Partners submits:

An article was published on Seeking Alpha this morning, presenting Orient Paper as a high conviction buy. The author, Eric Jackson from Ironfire Capital LLC, believes that Orient Paper (ONP) has the potential to double or triple its current price this year.

High Conviction: A Well-Managed Chinese Small Cap in High Growth Mode

Eric M. Jackson, Ph.D., is Founder and Managing Member of Ironfire Capital LLC, based in Naples, FL. Ironfire is an equity long-biased and corporate governance-focused investment firm.

Another Gem from China: Orient Paper

Douglas Estadt submits: Orient Paper sells fine writing paper, corrugated paper for boxes (playing into our “selling picks and axes” theme) and they recently started production of paper for digital photographs. One of our friends, Dr. Eric Jackson, just visited China a couple weeks ago. He met with the management team of ONP and came away very impressed with them and their prospects for continued growth, especially in their new business in digital photography paper.

Predicting China's Next 'Skyrocket Stock'

New Energy Systems (NEWN.OB), SinoCoking (SCOK) and Sinoclean Energy were all stocks that traded at a significant discounts to their fair value and subsequently skyrocketed.

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