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Technology Stocks : HOLI - Hollysys Automation Technologies, Ltd.
HOLI 26.420.0%Jul 26 4:00 PM EDT
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From: FHM5/28/2009 3:31:13 AM
   of 53
 
HOLI - ER out

finance.yahoo.com

CC notes:

best CC to date

the English of the speakers has improved greatly over past sessions

huge opportunities in high speed rail and nuclear for years and years ahead. China currently has 11 operating nuclear facilities and has committed to have 70-75 nuclear facilities operating in 2020. HOLI is partnering with the premier Chinese manufacturer in the biz (there are only 3 in China), and is well-positioned to benefit from this explosive buildout in nuclear.

incidentally, nuclear contracts are NOT booked among the backlog #s shared.

HOLI intends to use the cash it has on hand to further R&D, expand facilities and make strategic ACCRETIVE acquisitions.

listened to the CC a second time and wanted to add the following:

CC well attended by analysts; 8 asked well-informed questions.

HOLI intends to increase R&D spending to accomplish multiple objectives: benefit from gov't programs that incentivize companies that create high-paying R&D-type jobs, create more proprietary software that will further augment margins, and enhance efficiencies in existing operations (that will again serve to increase margins)

the growth of this company over the next 10 years will be interesting to observe.... ;-)
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