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Re: The Swede post# 77187

Saturday, 11/22/2014 5:38:48 PM

Saturday, November 22, 2014 5:38:48 PM

Post# of 163716
Hmm... a small event with a huge positive impact on cash flow? so much that he felt he had to hold off guidance for the year? And it probably has to do with a WSC still under construction? The only WSC still under construction at this time to my understanding is either WSC2 or Shanghai WSC. Both distributes meat
although Shanghai also distributes seafood. Let me guess: a huge Aussie meat cargo? Or a large fish shipment from Norway or Malaysia like what they did two years ago? But the only WSC in which they may own a stake greater than 50% in Q4 is imo WSC1. So I am leaning more toward the latter: a huge fish cargo taken by WSC1 that throws off a large cash profit, large enough to make it worthwhile to delay guidance for 2014.

So many i's to dot in this puzzle... Anybody else wants to guess what it could be?

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