GeoInvesting Newsletter, April 2015 Edition

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 We traded in and out of AMCN on China news
arbitrage and an investment that was made into the
company which looks to value the equity at $8.
 On March 13, 2015 we added to our ESCC position at
~$0.40 based on imminent resolution of its pension
liability only discussed in its Q3 2014 filing. The
settlement liability was announced on April 24,
2015. The stock traded as high as $0.95, 100%
higher than the price at the time of March 13, 2015
call. We immediately alerted our premium members
of the 8-K, who would have been able to move into
the trade prior to the stock’s full move higher.
 April 30, 2015 – ORBK - we stated the muted reaction to
strong Q1 2015 earnings was a buying opportunity. We’re
watching cautiously, as the company may not have
visibility several quarters out.
 April 23, 2015 – TOUR - our call that the selloff was
overdone could have led to a quick profitable trade. TOUR
opened as low as $14.00 before recovering to the $17.00
range.
 April 20
th
, 2015 – HOFT - we disclosed we locked in gains
as the stock reached our price target of $24.00. Shares
were $16.60 when we made our initial long call.
 April 13
th
2015 – GBSN - we reiterated why we think GBSN
is a promotional pump that’s due to fall.
 March 11, 2015 – NNBR - we stated we were buying the
dip as the selloff of 30% was overdone. We bought shares
at $19.90 and disclosed we sold on April 1
st
at $25.
 April 15, 2015- NVEE - NVEE has returned 82% since
we coded it as a GeoBargain and began building a
position at $11.69 on 2/2/2015. We are holding our
long position.
 April 14, 2015 – ISDR - we removed ISDR from the
GeoBargain list due to the lack of visibility for the
company’s 2015 growth outlook. ISDR had a peak
return of 195% during its tenure as a GeoBargain.
 March 12, 2015 update – MNTX - GeoBargain MNTX
fell sharply on Euro currency concerns. While risk
and volatility remain, we believe the stock will still
outperform as the year progresses. However, there
might be risk if Q1 2015 operating results disappoint.
We would see any dips as a buying opportunity.
 February 12, 2015 – BIOQ – coded as a GeoBargain,
based on strong Q2 2015 earnings, an acquisition and
valuation. Note BIOQ is fairly illiquid.
 LASLY (formerly LAS). On May 28, 2014, when LAS was
trading at $2.70, GeoInvesting published an article
alerting readers to related party’s undisclosed 250 million
RMB debt. Subsequently, on March 10, 2015, we sent an
instant alert to premium subscribers that according to
Beijing Business Today, LAS stores were partially
shutdown. LAS was halted by NYSE on 4/2/15 and the
ADRs now trade on the OTC as LASLY, around $.14.
 On March 26, 2015 we stated we were buying the dip in
SPCB as shares sold off on Q4 2014 results. Shares fell to
a low of $7.00. We noted the conference call offered an
arbitrage opportunity as the CEO made bullish comments
on new orders and a share buyback program. The share
price has since rebounded and is now trading in the mid
$12.00 range, representing a +70% return in 5 weeks.
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