Saturday, March 21, 2015 5:38:15 AM
So RD, what exactly is your strategy with your holding in Siaf? I know these will hardly come true in the end for all kinds of reasons but it could still be interesting to know.
You don't seem to be that into the "living on dividends" idea, I would love that and if they could reach a payout ratio of 25-30% of the EPS this would probably come true for me, but that doesn't seem to interesting for you, of course it might also take a lot of time before they are there. Imo if they get enough funding to acquire the stakes they want in all the different projects, I don't think it have to be sci-fi! Debt/equity ratio have been discussed before but I think this should be much much higher than it is today, given of course we could have funding on "normal terms" in the future.
At a pps @$60 I would feel myself rich enough to...well I guess enjoy life... but then I have to sell off shares, of course that is the most rational way of thinking in here but still I would actually prefer not to. As I've told you before I really don't expect a $60 pps will happen anytime soon, even if that P/E wise still would make us very much undervalued as you say, so I actually don't have any strategy made up for my holdings in Siaf, even if I'm all in
! Of course I could sell everything at 60 and move abroad, but that wouldn't feel right either since the upside would then still be huge.
Since you have spent hundreds of hours in calculating all kinds of numbers in here I guess you have a strategy, what is it!?
You don't seem to be that into the "living on dividends" idea, I would love that and if they could reach a payout ratio of 25-30% of the EPS this would probably come true for me, but that doesn't seem to interesting for you, of course it might also take a lot of time before they are there. Imo if they get enough funding to acquire the stakes they want in all the different projects, I don't think it have to be sci-fi! Debt/equity ratio have been discussed before but I think this should be much much higher than it is today, given of course we could have funding on "normal terms" in the future.
At a pps @$60 I would feel myself rich enough to...well I guess enjoy life... but then I have to sell off shares, of course that is the most rational way of thinking in here but still I would actually prefer not to. As I've told you before I really don't expect a $60 pps will happen anytime soon, even if that P/E wise still would make us very much undervalued as you say, so I actually don't have any strategy made up for my holdings in Siaf, even if I'm all in
! Of course I could sell everything at 60 and move abroad, but that wouldn't feel right either since the upside would then still be huge. Since you have spent hundreds of hours in calculating all kinds of numbers in here I guess you have a strategy, what is it
!? 
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