Thinking about the Abacus sign
The widely distributed - nay viral - picture of a young woman carrying a sign referring to Abacus - the much litigated Goldman Sachs/Paulson/IKB deal got me thinking.
Here is the sign for the small number of you that have not seen the picture:
It ...
Silvercorp: not what I expected
Silvercorp is a Chinese precious metals miner listed on the Canadian and Amex stock exchanges. It is a controversial stock.
Two anonymous short-sellers put out reports (at least one posted to the Canadian regulators and some Canadian journalists ...
Huabao: derivative transactions and disclosure
Huabao - a fragrances and flavors company and the subject of attention on this blog - has suffered a rapid stock-price decline lately.
The company put out a press release related to the unusual activity in the stock.
To quote:
UNUSUAL PRICE AND TRAD...
Huabao and the Queen of Cashout
The Shanghai Daily (subscription required) has taken to calling Zhu Linyao as the "Queen of Cashout". She is otherwise known as the controller of Huabao - an interesting company I have previously written about.
She is the second biggest insider-seller...
Bronte Capital enters strategic partnership with Diageo – maker of Guinness beer. Oh and a comment on Trina Solar
Bronte Capital have entered into a strategic partnership with Diageo - the maker of Guineess. But we haven't really. We are in a pub in London knocking back a pint of the black liquid. Guinness tastes better in the old country. [It is the old country t...
Going one up on Jeff Matthews with Chaoda Modern Agriculture
Jeff Matthews (he of the fabulous blog and excellent book on Warren Buffett) tweets every day his least helpful broker call. His twitter stream is here.
His latest tweet:
JeffreyMatthews Jeffrey Matthews Least Helpful Call, So Far: JPM cut...
Anarchists for good government
Today was my one afternoon of being a tourist in New York. After the return trip to the Natural History Museum I went downtown to see the "Occupy Wall Street" protest in Liberty Square. I had no clue about their agenda and the general description was t...
Happenings in Little Italy: nurses and litigation risk
This evening I was in a restaurant in Little Italy New York. Fine place too.
The maître d’ asks loudly if there is a doctor in the restaurant. Nobody responds. He asks again. Nobody responds.
I have a surf-lifesaving first aid certificate and volun...
Elegant ladies in high heels, water at $1000 per liter and Huabao, an interesting stock on the Hong Kong Stock Exchange
A couple of years ago my wife and my business partner's wife turned up at our office in Bondi Junction and then went shopping in the mega-mall below.
This is the sort of thing that gives a tight-wad like me nightmares.
A couple of hours later th...
Missing Bronte
Travelling, away from my family. And away from Bronte. And missing home.
This cheered me up - a winter swell coming in.
Enjoy.
PURE BRONTE from Marcus O'Brien on Vimeo.
For the avoidance of doubt these waves are much bigger than anything I ...
Time for Discover
Financial stocks in the US have been very weak.
The consensus is that the situation is bad on credit. I suspect the situation is more likely to be bad on revenue - but either way the consensus is bad for financials.
I am going to give you an anti-con...
Solar panel prices
Since I expressed interest in the price of solar panels form an Australian distributor I have been bombarded with sales pitch emails...
Last price - $1.30.
Today
Dear customer
Just a quick note that the price of alex panel has been dropped to $1.20...
