◆ Contrarian Corpus
Campaigns / Muddy Waters → Orient Paper Inc.
Muddy Waters vs. Orient Paper Inc.

Orient Paper Inc. · ONP

1 deck published between 2010-06-28 and 2010-06-28 — 30 pages, 30 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2010-06-28 initial thesis

    2010 06 ONP_Report_June2010

    30pp · research_note

    Orient Paper is a fraud — revenues overstated 27x in 2008 and ~40x in 2009, assets inflated 10x, ~$30M of investor raises misappropriated; fair value under $1 vs. $8.43.