

BORN and sure to grow.

BORN is a chinese IPO in June 2010. Look at the story, They are an established company (2006), capacity restrained with 2Q10 revenue of $64 m eps 46 cents and cash $57m. They are in a business where the government is shutting down small producers and restricting licenses. They can and are expanding.  Current cap'y is 260K m/t with 120K m/t coming online 12/2010 and 110k m/t to start in 2011.

It is at $8.27 (8/13/10) and I bought it much lower but it is still has a long way to go because it has everyhting  a stock needs. Take a look at the report at

Disclosure: Long BORN