COMPARING 2007-8 $5.50 HIGH 310K TONS & NOW
"In fiscal 2006, we processed approximately 310,000 tons of soybeans and generated total revenue of approximately $88.1 million, producing a net income of $6.9 million." -YSYB 8K ~ 10/10/2007.
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310,000 <= ( 2006 ACTUAL OUTPUT PROCESSED TONS )
385,000 <= ( 2007 ACTUAL OUTPUT PROCESSED TONS, recorded filed in 2008 )
420,000 <= ( 2008 ACTUAL OUTPUT PROCESSED TONS, reported 10K filed in 2009.
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372 = {AVERAGE } TONNAGE PROCESSED THESE ABOVE 3 YEARS: 1,115 / 3 = 372 Processed tons
.
PROVEN FACT HIGH SHARE PRICE WAS $5.50 / Share in BOTH 2007 & 2008 !
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OUR YSYB OBSERVATION:
Therefore, after a quarter of a million dollars in MBA education costs, these million dollar Hedge Fund or Institutional investors of YSYB Warrants & Preferred shares never expected the 'UNFORTUNATE TIMING' that surprised & horrified the world with the protracted "Great Recession"; which allowed us now to buy the same company at even larger ( 10X ) TEN TIMES THE ASSETS THAT HAVE NOW EXPANDED WITH GROWTH FOR A MERE NICKEL PER SHARE!
BUFFETT DID, & his teachings stated that, -- way ahead of time. He ( "didn't know WHEN it would happen, but knew exactly WHAT would happen" ); as he has frequently said over & over & over again in example.
WHAT DOES THAT TELL YOU? ( HOPEFULLY A SAGE WISDOM LESSON SOLIDLY LEARNED. )
JUST ASTONISHINGLY ASTOUNDING!
The xenophobia & compliance issues that so very frustrate us now; are the only reason we were able to buy so cheaply such a HUUUGE CONGLOMERATE WITH TEN TIMES EXPAAANSION GROWTH!
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In 2007 & 2008, there was NO Xing'an Farms, NO hogs, ducks, geese, cattle, fish, deer, sheep, goats etc.
In 2007 & 2008, there was much less revenues from Yanglin Hotel, Travel agency, Logistics, or Harbin Office which now has 120 employees on top of the 1,128 employees at Yanglin Soybean.
In 2007, with ONLY 310K TONS PROCESSED YEARLY; they INVESTED $21.5 MILLION +PLUS WARRANTS!
In 2007, with ONLY 310K TONS PROCESSED, NOW IS ( 6X ) SIX TIMES THAT WITH 1.8 MILLION TONS!!!
In 2008, (( Premium NON-GMO Soybean Meal was ONLY $385 / TON IN CHINA)); BUT NOW IS PRESENTLY ((OVER $440. IN CHINA)), & THAT'S FOR LOUSY GMO!
KEY TAKEAWAY: WE STOLE OUR YSYB SHARES!
Buffett: "There's always people who say that the rules have changed. But it only looks that way, if the time horizon is too short! (( GO YSYB!!! ))
"In the 20th century, the United States endured two world wars & other traumatic & expensive military conflicts; the Depression; a dozen or so recessions & financial panics; oil shocks; a flu epidemic; & the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497."
"With each investment you make, you should have the courage & the conviction to place at least ten percent of your net worth in that stock."
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.”
“Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular & do well.”
"Cash combined with courage in a crisis is priceless."
"There are always people who say that the rules have changed. But it only looks that way, if the time horizon is too short."
"Don’t own a stock for 10 minutes if you don’t plan to own it for 10 years."
"If you believe your gain, weighted for probabilities, considerably exceeds your loss, comparably weighted, you may consciously purchase a risky investment."
"The most common cause of low prices is pessimism – sometimes pervasive, some times specific to a company or industry. We want to do business in such an environment, not because we like pessimism but because we like the prices it produces. It’s optimism that is the enemy of the rational buyer."
"Price fluctuations are there to provide opportunity to buy wisely when prices fall sharply, other times you would do better to forget the market & pay attention to the operating results of companies." ~BUFFETT
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YSYB DATA 10K PROOFS:
YSYB 10K ~ 12/31/2007
"equity financing of $21,500,000 by the issuance of 10,000,000 Series A Convertible Preferred Stock at $2.15 per share to 10 accredited investors.
PAGE 13:
The current prices for our products, as of December 31, 2007 are: (including VAT)
Products
Price (USD/metric ton)
Soybean oil (Grade IV)
$
1,451
Salad oil
$
1,533
Soybean meal
$
472
Based on the basis exchange rate of 1US$ = 7.3046 RMB as published on the website of People’s Bank of China on December 28, 2007.
For the past three years, the price of soybean meal has been in the range of $246 per metric ton to $493 per metric ton (converted at the above mentioned foreign exchange rate published on the website of People’s Bank of China on December 28, 2007; the same rate is used hereinafter). By comparison the price range of soybean oil has been in the range of $659 per metric ton to $1,451 per metric ton, while the price range of salad oil was from $746 per metric ton to $1,533 per metric ton. The prices of our products are determined by taking into account the costs of labour as well as the seasonality of demand in the soybean market. Traditionally, our prices of our raw materials are lowest during the soybean harvest period between October and December. Our prices then peak from January to February because of the New Year and Spring Festival."
PAGE 26:
"
Annual
Production
Capacity for
2006
(Tonnes)
Actual
Output for
2006
(Tonnes)
Utilization
Rate for 2006
Annual
Production
Capacity for
2007
(Tonnes)
Actual
Output for
2007
(Tonnes)
Utilization
Rate for 2007
520,000
310,000 <= ( 2006 ACTUAL OUTPUT PROCESSED TONS )
59
%
520,000
385,000 <= ( 2007 ACTUAL OUTPUT PROCESSED TONS, recorded filed in 2008 )
74
%
Note: The annual production capacity is based on 3 shifts (8 hours per shift) a day for 300 days a year.
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YSYB 10K 12/31/2008
"The current prices for our products, as of December 31, 2008 are: (excluding VAT)
Products
Price
(USD/metric
ton)
Soybean oil (Grade IV)
$ 930
Salad oil
$ 981
Soybean meal
$ 385
---------------------------
Annual
Production
Capacity for
2007
(Tonnes)
Actual
Output for
2007
(Tonnes)
Utilization
Rate for 2007
Annual
Production
Capacity for
2008
(Tonnes)
Actual
Output for
2008
(Tonnes)
Utilization
Rate for 2008
520,000
385,000 <= ( 2007 ACTUAL OUTPUT PROCESSED TONS reported 10K filed in 2008 )
74
%
520,000
420,000 <= ( 2008 ACTUAL OUTPUT PROCESSED TONS, reported 10K filed in 2009
81
%
-------------------------------------------------------------END QUOTE.
((( > >> ***** YSYB IMHO IS WORTH $20. / SHARE RIGHT NOW. >>> >>>> ***** )))
GOGOGO YANGLIN BABY GO>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
