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Strategies & Market Trends : Greater China Junior Stocks

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To: Julius Wong who wrote (1172)3/21/2006 8:24:08 AM
From: RealMuLan  Read Replies (1) of 1992
 
>> CBBT is number 7 lithium battery maker in the world.<<

They are now the Number 3

>>CBBT's margin will be squeezed if lithium prices move up.<<

True. They mentioned that in their 8K filing. Although comparing to other battery manufactures, they still have some advantage, which is cheaper labor.

And I think the recent weakness perhaps has a lot of to do with the secondary offering, although that has no effect of dilution. I guess I will watch it. Thanks, Julius.
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