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Re: Traderfan post# 76019

Friday, 11/07/2014 9:43:23 PM

Friday, November 07, 2014 9:43:23 PM

Post# of 163719

Sure I agree it's certainly undervalued based on the numbers. And yes stocks can move fast no doubt

Yes you´r right on that the SIAF stock is undervalued. And we all have grown to acknowledge this crapy price level as some kinde of standard. Which is one of the biggest hinders for our future growth. But if we just for a moment would imagine that this stock "is the shit" and everybody wants it (at least in Sweden, if listed there). And even when giving it a discount for being a Chines stock (-25-50%) 10 dollar is cheap (Lets face it, at a minimum of 0,25 dollar EPS growth per year from a one dollar level). If I had the money I´d try to strike a deal with Solly and try to buy you all out on a 7 dollar level. knowing that a 50-100 dollar exit would take place within 2-3yrs. And that is actually one of my bigest fears. (but if it would take place before this summer, I actually wouldn't mind:)

So TF since I don´t know how many shares you hold in Siaf. But i know you want to minimize your risk and therefore probably only hold a "risk" -part of your total shares of Siaf in your portfolio. I still think it is right that you should pay for our dinner ;)


Ps. RD I just saw Shark Tank on Tv, while sipping a last glas of wine. M.Cuban seems to me as risk aware guy. I can only think that he invest in NFLX knowing to a 75 % chans of a possible bid. If not he deserves to die, for sure...

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