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Interestingly Simon's picks for 2014 include 3 Chinese co's ... apart from Naibu he also highlights CAMK and FTO. Clearly he sees value at a time when sentiment for China is v low among investors. You can also include GDG, GDL and ACHL as other examples of lowly rated Chinese shares. We know Mr Market flips every so often and when these names/sectors come back in fashion there will be a substantial rerating on many of these companies. Enjoy the ride ...

are you in these yet? you also have a big following on LSE I think ...

I have an online subscription and just reading Simons tips for 2014. Naibu is the first one on his list ... and why not? concludes : On a bargain ratio of 3.22, offering a 10 per cent dividend yield, trading on a forward PE ratio of one and with net cash on its balance sheet exceeding its market capitalisation by £6m, Naibu is an automatic entry into this year's Bargain Shares Portfolio.

that is excellent news ST has a great record and a big audience that follows him. he also gives regular updates on his tips so will put naibu on the radar for many investors going forward.

what are the rumours that you referred to yesterday? I assume related to the bounce today.

Unlikely Naibu will start a buy program at this stage and I doubt it would offer much value to investors. It is better they keep growing the profits and the dividends. the share price will eventually catch-up with the underlying value.

Under the radar, Unloved and like a number of chiinese shares Untrusted. Well if Naibu keeps paying me a fat dividend while i am adding more and in time climbs back to its IPO price of 120p (still cheap) I shall be a happy investor here .....

This confident statement should settle the nerves.There were similar unexplained dips last summer after which the shares recovered and believe this is another great opportunity. The SP has been knocked by the recent share sales by an investor who has exited, poor sentiment generally for Chinese companies and emerging markets jitters . As long as Naibu keeps delivering we should not be too concerned with short term movements as a sensible valuation based on expectations for PE and yield will in time bring a major rerating for the shareholders.

http://www.telegraph.co.uk/finance/china-business/10595637/Chinas-slowing-economy-still-holds-staggering-opportunities.html

It has been a game of Chinese snakes and ladders but now with one of the main sellers out this should remove a big drag on Naibu's s/p that has been holding it back for some time. Like others here I took advantage to add more last week at between 64p-66p and another 20k shares this morning at 62p. It has given us another great opportunity to buy at a low price and market topping yield. Hopefully we can look forward to positive news on the business ops.

Received 1,973 shares today from the scrip issue and 1,628 in Oct. Seems to me to be an efficient way to build a holding. I do not have any concern for the Company to offer a scrip dividend as it remains at the option of shareholders to take either cash or shares. .By taking the scrip shareholders are receiving shares below the current shareprice and without dealing costs. .

confirmation of increased demand for its products and the expansion plans will hopefully put a spring in the share price ...

well at least you see 'jam tomorrow' which is lot more than some of the dross around with minimal revenues and prospects. I see this as a good recovery stock - for better days ahead- IFL should prove a wise investment at this level. I like that the Company is focused on improving operational efficiency and costs and should be profitable in 2014 and will be well placed to benefit when the market improves .

well not good day in naibu land cue for me to buy another 10k. at 0.779768p ....

love that comment .. have a good weekend.

He is off to enjoy his coffee and hopefully find time to improve his spelling skills. meanwhile the rest of us can enjoy a very positive day here. with more news to come we should expect further gains in the month ahead.

Thank you for the info and analysis is really useful. It seems to me that apart from a very positive story unfolding this company could very well be a take out target in the months ahead. Any thoughts?

Rns the directors have been piling in between 9 and 9.50p. I got in below 9p and like me they know a bargain when they see it. ...

With build up of good news im sure this small cap will attract positive attention in the coming months and be rerated according. I'm holding 100k shares at an average 9.6p and very confident this will only go higher. Any dips under 10p is a buying opportunity for me.

Volume of trades going through is not huge but the trend remains positive. It will not take a great deal of buying pressure to take Naibu back to the IPO price.