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looking forward to seeing your 2015 eps projection update including new contracts/elements.
FT: I haven't got the time yet to read the 10k carefully and re-crunch numbers. But I donot see the $9 eps target for 2015 as unreachable if we include the $1 +/- eps contribution from the new Aussie beef contract. If I assume a rev increase of 70% in 2015 (vs. 55% in 2014 w/o any MF sales, with weak abattoir prod. and several demo farms swinging into production this year...), a NM of 23% matching 2014 NM and a waos of 18M shares I get an eps of $8.78. That's before the Aussie contract mentioned above. Not to mention that if we list on FN/OMX this year and the nordic import of seafood gets a big boost, we can see additional earnings from the import/export trading segment.
From F-31 of 10K :
I can imagine what is going on at Siaf's head office right now. They intend to file it on time but are busy with last minute editing and cosmetic tasks hence no announcement.Bc they donot know if a last minute NT will be filed or not...
my guess the road show is mainly to sell Company to institutional investors. If we can get only 1/10 of the 450+ funds now owning VMW interested....
http://www.nasdaq.com/symbol/vmw/institutional-holdings
my guess is 0.6-0.62 eps fd for 2014.
here is the original link:
http://www.vigour.net.cn/
weird... Shanghai Vigour Trading Co. seems to be a kitchen furniture steel plate company acc. to this website:
http://www.microsofttranslator.com/bv.aspx
>>Economics and trade limited company of Shanghai (Shanghai Vigour Trading Co.,Ltd.) was founded in 1998, as an agent of international brands of kitchen furniture steel plates. Austria loves company agent in East China, but the company's sales network covers Shanghai, Jiangsu, Zhejiang, Anhui, Hubei and Fujian regions<<.
Yes 2014 does not have any production from MF and very little prod from the abattoir but a large impact by dilution. So eps is affected. From this year on eps growth should look better imo.
The red angus looks indeed much smaller than the black angus in that photo. But 160 kg meat per head is not even 1/3 of the amount they get from a Simmenthaler (?) raised at Siaf CFs. So small cattle?
RD did the calc and came up with about $ 8.5 - 9 eps for 2015 before the recent Aussie contract. He had a generous increase of shares (too generous IMO per previous exchanges) included.
I believe Commoncents suggested the same and that makes good "cents" to me. That would however mean ANY as a standalone company did about 2.2x as much rev in Q4 (3.5M) as in Q3 (1.6M). Quite respectable result considering we know GW did not generate much rev in Q4 yet.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=112212056
where did you get Overland Q4 2014 revenue was $24.2M? They merged with ANY on Dec 2,2014 I believe.
That was before Olivia I believe.
Maybe last chance for shorts to take it down and cover before the E/R and CC possibly with guidance??
You mean the Aussie beef news?
I would also be very disappointed if we cannot get a PE of at least 5 (a sixth of the average PE of over 30 of profitable companies listed on FN) within say 3 months of being on FN. Either they donot let us being listed for a valid cause or we will see the sunlight soon...
With the $1 from Aussie beef eps could be $9-10 imo.
Quite possible. May still cover 80% of a trip for two to Guangzhou if you hold 10k shares per my premise as long as you don't plan to stay in a 6* hotel in nearby Macau ...famous for its casinos hehe.
Thanks. The 4M in the back of my mind was actually for the first 9 months of 2014.
Three Months Nine Months
ended Sep30 ended Sep30
Revenue $1,616 $4,372
Didn't ANY report about 4M rev for Q3'14? If they made 4M in Q4 on their own acc. to your reasoning there would be no increase vs Q3 right?
thanks Melehuna, it's on page 6. If a 70+- year old swedish millionaire like Nisse feels safe enough to drink that water from the tank, that's good enough for me!
yes. It's all about transparency and profitability. It's not enough that you have a good product to sell. You need to go out and let people know about it, the clearer and louder, the better. It's really not rocket science as you said.
agreed Challe. That's how and the only assured way you get instis in: provide quarterly CC with Q/A and eps guidance at least one year out and eps growth rate (ballpark wise) 3-5 years out. Divis will be a bonus. Then analysts can do their magic brew and issue price targets/recommendations. Then funds/instis come in. Then pps fly hehe...
Right Sly. You also own Siaf and know as well as me that not even 1/10 of the questions from the list was answered in the CC. Best is to call in and ask yourself any q you are most interested in. If you are lucky you may get some kind of answer one way or another.
Hopefully we will get our 2015 divi by May 2016. Something like 70c per share I hope. So if you own 10k shares the divi will be enough to cover the traveling cost for two. Right RD?
Has any one of you eaten eels? My first experience with it was when I was about ten. I grew up in Vietnam where eels are not something people eat every day. Not in cities anyway. I had an eel rice soup and that was truly delicious. I hope we will be served some eel sushi or grill or soup from the eels grown at our own MF when the group visits Siaf. Served in one of our own restaurants in Guangzhou! Looking forward to it...
Rob: it was reported a few years ago that the water in the RAS tanks at one of the demo farms was so prestine clean that one of the visitors even took a glass and drank from it! Can you imagine doing it at Seaworld? One day I would also like to go see the MF and all the fish and prawn in the thousand of tanks there... what a project!
Thank you Donk for putting all this together in such a coherent way.
Donk: here is a sample of an editable CC question list that the mod of another MB has graciously sent me. People just type in their q's directly into the list and the coordinator just edits the list before sending it to Company. Hope that makes your task a little easier.
https://docs.google.com/document/d/1ZO2HoQA1sUtQ2duPp5Rou5AI1CCoaspM8xfUpXu-MAs/edit
great question. Another one I want to add is:
5) is Mgmt aware of any competing technology that currently or in the immediate future may threaten the "disruptive" and "ubiquitous" nature of GW?
thanks Donk for offering to coordinate the Q list. As far as I am concerned, pls. feel free to edit/consolidate/regroup the q's to make it easy for Mgmt to "get to the meat" of questions that matter the most to investors at this juncture where stealth mode is a matter of survival for most companies in this sector...
whoaa... only from a technical POV? what leads you to believe so?
Questions for Sphere CC :
1) what are the next two verticals that Mgmt expects to generate revenue for S3D after education and hospitals, in what time frame and what form ( user- based monthly or annual fees, licensing fees from main provider...)
2) has there been any progress towards obtaining governmental contracts either directly thru company-owned GSP or via Promark?
3) what are the top two verticals that Mgmt expects to generate the most revenue for ANY in the next 2 years ?
4) will revenue and income guidance for 2015 and beyond be made in the near future in order to facilitate institutional investments via sell-side analysts?
I stand corrected. I misread the FTD data by one decimal. The FTD was less than 132k in that chart although I am not sure how reliable the FTD count was if a large amount of shares were naked shorted and not properly accounted for.
yes. I think the new CUSIP will force a cleaning up of FTD data that will enable RegSho to be effectively implemented. You can see that we had many streaks of 5 days or more of FTD > 132k shares back in Dec 2014 and Feb 2015 without the stock landing on RegSho and buyins being reinforced with the old TSX/CUSIP mess with many legal and naked shorts mixed up.
thanks for the chart. Can you tell us what pps trend you expect from reading BB, CMF and NVI charts? Do I see another major contraction of BB like the one in Sep?
agree.