Hi folks,

I think I still have a few SIAF shares in some account or other.

Have a nice day.

\Sidney

Hangzhou. As a bonus of being in China you can check out SIAF's operations. \Sid

Ouch! That smarted. /SidneyReilly

Hi Folks,

The mood here is so negative I couldn't resist purchasing just
a little bit more SIAF. I am not by any means putting my whole
life savings on it though. One might regard the stock now as
an "optionality play", as another writer mentioned a few days
ago.

Have a nice day.
/Sidney Reilly

Hi folks,

At a small fraction of book value, this may be what the Swedes refer to as a "lottsedel", a lottery ticket. Bought 2300 shares.

Have a good day.

/SidneyReilly

Hi folks, anything great come out of this morning's CC?

Hi folks,
I didn't quite follow the last sentence in Jordanfonden's comment. It says that "appointments in Scandinavia should have been influential" but + or - it doesn't say. I guess he means + so he is saying the pps should have been higher by now. Maybe a native Swede can illuminate the undertones here?
SidneyReilly

Folks,

Wow, what carnage! Amazing. I guess this is why I get
a special letter from my broker each time he buys shares
on my behalf - the letter thanks me for being their
customer, but they DO NOT recommend this stock. LOL

In general I'm not too worried, I do wonder quite a lot
about FN though.

Happy,
SidneyReilly

Thanks RD, pretty funny... I think binary options is like bacharatte but with worse vig. /Sid

RD a bit off topic, but what's your take on binary options?
Go SIAF... /SR

Trader's paradise? But I don't want to trade...

Folks,

I thought the long run-through of the finances in the CC was really boring, but I thought Bertil's accent and enthusiasm level were OK. I lived in Scandinavia quite a spell and I think I can interpret the undercurrents OK. I'd say Bertil is tickled pink to be with SIAF, expressed in sober Scandinavian style. Don't know if that makes sense - just saying he sounded OK to me.

FWIW.
Best,
Baba O'Reilly

"Big Days..." some info therein is seriously dated. /SR

Thanks RD, I'm not too swift on these things, I'm just an English teacher in Thailand LOL. I would have guessed they should stick to Asia for the farming and do some export to Europe. /Ace of Spies

RD:

If SIAF were to build a fish farm in, say, Norway, would it be as cost effective and profitable as in China?

Thanks,
Ace of Spies

Norwegian article:

It is quick to point out that RAS is well used and known for many years - though relatively or very new in China.

From time to time there has been speculation about whether SIAF will build fish farms in Europe. Personally I'd guess not. But the whole world may well be a target for selling the sustainable prawns grown in China.

All in my opinion of course.
SidneyReilly

Snow, I don't follow that other company though I find their concept interesting. Just saying, waiting for a similar rocket for SIAF! /SidneyReilly.

Does anyone here think that management postponed the CC because - someone couldn't make it on the original date? /SidneyReilly

NewJericoMan, your translation is correct. Rumpan means butt, bum or arse. Jag vaentar paa att SIAF ska ocksaa faa en raket i rumpan. /SidneyReilly

It seems like a lot of water to circulate. But I can't find any "easy" mistake to account for it. Six to twelve times per hour should be OK, IMO (talking from someone who never had even an aquarium before).

I really like that urban farming guy stuff. Different scale, obviously.

Bye.
Sidney Reilly

RD,

I reckon it means that high recycle rates are used for temperature control. The filters use a much lower recycle rate. IMO.

Sidney Reilly

RD, thanks for the ideas.

Hi folks,

Could it be that this circulation rate everyone is wrestling with is a maximum rate - typical circulation rates could be considerably lower? I guess if weather conditions changed it might be necessary to have temporarily high circulation rate to regulate temperature. On the other hand, water has a high thermal inertia...

Random thought, RD, shouldn't the Dutch be pretty much the world's experts on water pumps?

"noteringshantering" should mean "handling of the listing process", not finishing of it, but breathing optimism.

Sidney Reilly

Folks,

For curiosity, aquaponics (fish+plants) for the common man or woman in the street.

http://theurbanfarmingguys.com/

SidneyReilly

Something like that... LOL never mind, water under the bridge.

Someone wrote about the Chinese liking to have beautiful landscaping and fences. Checking out a Thai-Chinese factory over here, I noticed the same thing. For me, it is symbolic of the owners planning to be involved in something for many years. Something that will also be a reference project that many people will examine. Plus, people working there will feel proud and work better. At my local example factory, they have a mash gas generator which looks to be situated in a park. Very beautiful and impressive. My opinions FWIW.

Sidney Reilly

You people are making me jealous. I had originally aimed to own 10000 (post-split) but, you know, the best laid plans of mice and men and all that... I've got 1660 and aim to keep 'em. If the wild dreams expressed here are realized, it'll still be a great outcome.

Sidney Reilly

And I just got through teaching basic fluid dynamics to my high school students... LOL

I recall in a zoo there was a display about some fishes that like to orient themselves facing into the oncoming current. You could press a button to initiate a water flow - and another button to reverse the water flow - and indeed, the fish would orient and turn around appropriately. There was a sign though not to press the button too often - because it makes the fish tired! LOL.

SidneyReilly

Even once per minute is really fast when you think about it - but it's much more plausible!

"...re-circulate fresh water at a turnover of 60 times per minute..." That seems absurd. Typo?

Actually pretty darn impressing anyway.

SidneyReilly

Folks,

I get the impression that the company is putting out newsy items on a more frequent basis. I think this is good.

However, most of this stuff is suitable for social media, and we're still lacking much in the way of hard PR's that are - for lack of a better word - bankable.

As an aside, I wonder how many investors bother to read the 10K's. In our busy world, we tend to focus too much on Facebook fluff.

Have a nice day, and let's hope we get our dividends soon - actual ones or self-designed ones.
SidneyReilly

RD,

Thanks, that sounds better, and I guess there are potential taste/texture issues on thawing as well as freezing. I wonder where the problem is biggest.

Reference to "static" electricity is not at all compatible with RF, but I think something was lost in translation, maybe in going from Chinese to English.

Y'all have a good one...
Sidney Reilly

Melehuna,

Thanks, I knew I heard that idea somewhere, so the reference I found adds color.

Excellent forum, I read it every day.
Sid

Folks,

Oddly enough, I can't find out where I read or heard that static electricity would be used to facilitate meat freezing in the new distribution center. Hmmm... well, people, I'm not that creative, so I know I had to have heard the idea somewhere... but I apologize if I end up putting my foot in my mouth on this one.

Ah, I knew I got it from somewhere... rNilsson... check out
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=108513330
That guy referred to DEFROSTING instead of FREEZING. So still some things to know about.

The reference I gave a few notes back is to a scientific paper on this topic. So people are considering use of static electricity to reduce damage in meat on freezing.

Hopefully the good times will roll soon.
SidneyReilly

Y'all,

Sometimes companies are criticized for not doing enough research and development. I'm not totally against it. Unfortunately, I only looked at one scientific paper - so I don't know the ins and outs of freezing meat. Sometimes developments get commercialized rapidly. I just wonder how expensive the electric-field-freezers are and if their performance is well-established or not. I guess it's well known that freezing stuff degrades the taste. Seems to be an unsolved problem.

Thanks for all the great posts - hope we get some levitation (in the stock price) here soon!
Sidney Reilly

Hi folks,

Concerning freezing of meat in presence of a static electric field: I found a scientific reference out of France, abstract and summary available at http://www.sciencedirect.com/science/article/pii/S1466856413001082

It seems that when you freeze meat, the small ice crystals that form disrupt the meat tissue - disturbing the microstructure, as it were - and that has taste consequences down the line. Also, it might be that freezing can be effected at a more favorable temperature if ice crystal formation is brought under control.

If a static electric field is applied to the freezing (pork) meat, the ice crystals formed are smaller compared to the control case of no electric field. Mechanical and biochemical stress caused by the ice crystals to the cellular membranes, which results in irreversible tissue damage, is reduced when freezing under static electric field.

OK, though I have a scientific background, I don't actually understand what I read - but you can see what it is all about anyway. Surprisingly, that was 2013 research, quite recent. I don't know if Solomon should be involved in cutting-edge research, but who knows, maybe it is a good thing. Perhaps HugeHolstein can amplify on this topic.

Yours in SIAF,
SidneyReilly

NJM

Thanks for clarifying. Also, I'll nose around for information about static electricity cooling of meat. So far I just get hits on information what to do when you get electrical shocks from your freezer. LOL

SidneyReilly

Folks,

I got the impression the Shanghai distribution center was basically
delayed a couple of months, which may in turn delay ramp-up of the meat
activities, etc. Maybe that rattles some investors.

I personally don't think a two month delay would be a big deal. I
appreciated the photos on Facebook, but it would be nice to see
workers sitting at the desks and container trucks in the parking lot...

...maybe some people won't understand the technical pictures. Like,
how are the customers going to see the fish in those big blue tanks?!

Yours in SIAF,
SidneyReilly

Merry Christmas and a Happy New Year from Nakhon Ratchasima City, Thailand.
God jul och gott nytt aar altsaa till alla svenskar haer paa forumet.

I think this company is chugging along fine, a bit slower than envisioned, perhaps we are too impatient sometimes. I keep my postings here to a minimum, but I have to say, I'm a loyal reader here every day. I am impressed with the information that can be found in this forum.

Ha det bra. MVH
Sidney Reilly

Hi all,

Is it reasonable to think that SIAF should build fish farms in any country other than China? I mean, is it really disappointing if another company builds a shrimp farm in Sweden and SIAF is not involved? What would be appropriate expectations for SIAF activities in Sweden?

Sid

Hi all,

Did any analysts call in to the CC? I didn't notice any. I thought maybe our young analysts ($5) would have called in to attempt to ferret out new information for their models. I think it is bad if no analysts called in.

Sidney Reilly