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Alternative Market Briefing

At KCM we're long KNDI, but it's not a recommendation

Thursday, January 12, 2017

Matthias Knab, Opalesque:

J. Todd Krajniak, CEO/CIO of Krajniak Capital Management (KCM), writes on Harvest Exchange:

At KCM we're long KNDI. It's not a recommendation. Seriously, do your own DD. This is still very early for most. Even though, KCM is primarily a deep value shop, from time to time I'll post an update on KNDI simply because I like the company and it's in a societally important space. Once it achieves broad coverage and is no longer an uncommon find I'll look for something else on the frontier which captivates me.

"Beijing issued heavy air pollution warning, part of the vehicle all day ban" January 11, 2017 (

To pull a Google Translated Quote: "According to the early warning measures, during the orange warning period, on the basis of the regional limit traffic management measures in the implementation of the peak working hours during the working day, the national I and II emission standard light petrol vehicles (including driving school coaches) and the construction garbage, slag and gravel transport vehicles Tianquan city prohibit the road (except for clean energy vehicles)."

What that means: On smoggy days, motorists might just find out they can't drive their light petrol vehicles.

What that means to u......................

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