Thoughts Re: CCCompany expects to double sales in 3 years, a slower growth rate than it has undergone so far but still very robust, and certainly deserving of better than a 10 multiple. If you took 4Q earnings and annualized it you get about a 10 multiple.
Chinese JV sounds interesting, they seem to be making the right strategic moves. I hope it doesn't end up requiring more capital than they presently anticipate. Presently they believe there is no need to raise any more equity, which is good news.
They will be reporting in US$ from now on, which is gonna create some confusion. Hopefully they will have the sense to get a US listing sometime soon to take advantage of the fact that they are essentially a US company.