Gamble of the week: An outstanding buy opportunity

This London-listed Chinese juice firm has suffered from unfounded accusations around its accounting. But that presents investors with an unmissable chance to snap up a bargain, says Paul Hill.

Fidelity's China Special Situations Fund lost 27% of its value in the 12 months to January. One reason was concerns over corporate governance. So it's hardly surprising that shares in Asian Citrus, China's largest orange (62% of sales) and fruit juice (38%) producer suffered a similar fate after it was accused on online bulletin boards and in a Chinese magazine of accounting irregularities.

Worse, these unsupported claims emerged just as one of its shareholders, Chaoda, reduced its stake from 13.4% to 5.4%. The disposal followed the board's decision not to renew its fertiliser sourcing contract with Chaoda from June 2012.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.