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Wednesday, September 9, 2009

TRIT - Low Float IPO China Water Pure Play - Compare to DGW

I am extremely excited about today's IPO and I am long in this name from 8.50-8.75.
This has all the makings to be one of the hottest momentum plays of the year.

- Water is a scarce resource, especially in China
- DGW was a Chinese water pure play and has gone up over 100%, at times with a 20-30 P/E
- TRIT has amazing growth prospects and an extremely small float for a pure play on Chinese water management

TRIT - 1.7m float 5.2m O/S shares
"Our company works with local and regional government bodies in China to design and implement systems to monitor and manage China’s natural and municipal water resources. Since we began providing these services in 2002, we have implemented more than 200 projects in provinces, municipalities, autonomous regions and special administrative regions throughout China".

We design sewage treatment and odor control systems for municipal supplies. These systems, which coordinate technological solutions (software, management information systems, enterprise resource planning and local and wide area networking) with hardware (sensors, distributed control systems, programmable logic controllers, supervisory control and data acquisition systems and mechatronics), allow our clients to monitor and control numerous variables in the sewage treatment and odor control processes. Our goal in this regard is to be a total solution provider for our clients, allowing them to engage us to design processes and systems that work seamlessly to manage the process from the initial intake of raw sewage through the return of water to consumers for reuse.

We also assist the government in monitoring natural waterways. We provide systems that combine technological solutions (software, geological information systems, management information systems, enterprise resource planning and local, wireless and wide area networking) with hardware (sensors, supervisory control and data acquisition systems and mechatronics) to track water levels for drought and flood control, monitor groundwater quality and assist the government in planning its water resource use and management.

Read 10-Q
Read Prospectus


Last Quarter Revenues increased by 54.5%
Net income increased 93.3%
EPS Run Rate with new shares $852k for the last Qtr X 4 = $3.4m / 5.2m O/s = .65 EPS. However, with growth prospects and current growth rate I can see this having potential to quickly climb to $.75-$1.00 EPS. DGW has had a P/E of 20-30 at various times since its IPO.

Based on Growth Prospects and DGW P/E range I get a personal potential target range of $15-$30 if momentum volume occurs. (Not a prediction, just a personal assessment).


Some Growth Prospects (From 10-Q)

New Opportunities in Water Resources and Wastewater Treatment

We are currently pursuing over 100 smaller river basin flood monitoring and forecasting systems with a market potential of approximately $72.5 million, and groundwater monitoring systems for over 100 counties across the country with a market potential of another $72.5 million. There can be no guaranty that we will be successful in all or any of these endeavors. Through local distributors and partnerships, we also promote our proprietary products targeting the water monitoring and dispatching systems of the Northward Rerouting of Southern River engineering construction, which has market potential of approximately $43.5 million.

South-North Water Transfer Project is a large, inter-basin, long-distance water transfer project that is charged with dozens of major urban water supply tasks for such cities as Beijing, Tianjin and Shijiazhuang. The current automated dispatch system monitors a total of 304 buildings. As a result of our ability to assist with (i) the use of information acquisition and processing technology, (ii) the modernization of the operations maintenance and management, (iii) the establishment of a sound system and (iv) the greatest degree of rational management of water to make full use of China’s valuable water resources, we expect an increase in sales of this project.

China frequently faces flash floods and similar national disasters, so strengthening the prevention and treatment of such disasters is essential. System monitoring of rainfall by the water system, early warning and early warning response system is comprised of three parts. Data and early warning information processing service as the core, through computer networks, databases, early warning command and control platform release constitutes a set of flash floods disaster early warning system, especially for Hubei and Qinghai provinces. We expect an increase in sales of this project.

Our wastewater treatment business segment focuses on Tianjin City and Hebei Province. Specifically, the Tianjin Binhai New Area spurs the growth of the total output value with major new infrastructure projects. The total GDP output value of the Binhai New Area is expected to increase by 22%. Within the next few years, Binhai New Area plans to construct over 40 large scale pumping stations and over 30 sewage treatment plants with a total market potential of approximately $8.7 billion.

Hebei Province is another targeted market. Hebei Province plans to construct over 50 sewage and grey water reuse treatment plants in the next two years.

We also actively pursue opportunities in the industrial wastewater and process tail gas treatment market in the petrochemical industry, such as SINOPEC Yanshan Plant, Petro China Jilin Plant, SINOPEC Anqing Plant, and Dalian.

Currently almost all newly designed sewage treatment plants have odorous gases containment and control requirements. As such, we expect an increase in sales of our proprietary biofiltration odor control systems.

To take advantage of these new market opportunities, we continue to increase our workforce to meet the increased work load. In order to pursue several major new water projects, we registered a branch office in Tianjin Dongli Economic Development Zone and set up a branch office in Hebei Province to get closer to our clients.

Tuesday, September 1, 2009

SKBI - $23 Target by Rodman & Renshaw

Skystar Bio Pharmaceutical initiated with a Mkt Outperform at Rodman & Renshaw; tgt $23 (13.74 )

Rodman & Renshaw initiates SKBI with a Mkt Outperform and price target of $23 saying dietary shift towards higher protein content and better food safety throughout the burgeoning Chinese urban/middle class population, has led to rapid developments in the animal husbandry sector. The gross output of animal husbandry sector has more than doubled from RMB684bn (or approximately $100bn) in 1997 to RMB1,612bn (or approximately $236bn) in 2007, growing at a 10-year CAGR of 9.0%. This rapidly developing animal husbandry sector has created a compelling market opportunity for veterinary healthcare products; in particular, strong demand for vaccines and micro-organism products far exceeds the current supply.

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