Anchun

Business Times (MONDAY,. 3 Sept 2012)

Hi Anna,
Glad to see a fellow investor of Anchun in this forum. I guess you entry point for Anchun should be low, I over paid for it.
 
Nonetheless, I am still holding on to it, I feel that (might be my wishful thinking) that the under-investment in the agricultural sector should resulted in pent up demands which Anchun should be able to tap when the upcycle returns. There are food shortage problems China, not that ppl are not able to afford but supply meeting demand, and enviromental regulations should get tighter, given the number of demonstrations that are caused by environmental concerns, also the barrier of entry is high for Anchun competitors. The lastest quarter result show Anchun Order book bottoming up, seriously hope the worst is already here.
 
 
 

This is a company which depend on the weather which is also very unpredictable.
Hence it is cyclical.
The entry point is important and should be locked in at the bottom of the cycle.
[hr]
[greenrookie 05-09-2012]:

Hi Anna,
Glad to see a fellow investor of Anchun in this forum. I guess you entry point for Anchun should be low, I over paid for it.
 
Nonetheless, I am still holding on to it, I feel that (might be my wishful thinking) that the under-investment in the agricultural sector should resulted in pent up demands which Anchun should be able to tap when the upcycle returns. There are food shortage problems China, not that ppl are not able to afford but supply meeting demand, and enviromental regulations should get tighter, given the number of demonstrations that are caused by environmental concerns, also the barrier of entry is high for Anchun competitors. The lastest quarter result show Anchun Order book bottoming up, seriously hope the worst is already here.
 
 
 

Holy smoke! Anchun jumped 15% sometime this morning while I was at my first comopany meeting of the year....Feeling lost, not knowing much about the business. No time to spend reading up as it's a small % of my portfolio. But sitting on losses. Yikes.

[hr]
[Anna 02-01-2013]:

Holy smoke! Anchun jumped 15% sometime this morning while I was at my first comopany meeting of the year....Feeling lost, not knowing much about the business. No time to spend reading up as it's a small % of my portfolio. But sitting on losses. Yikes.
value investors quietly accumulating?

Last year was penny run, this year will be s- chips and penny run.