Sino Agro Food Inc (fka SIAF)

[Broke_Broker]

Just finished listening to the pod too. Great to get to know Fredrik a bit and hear about his very long journey. Also to hear some hints about what's next.

The part I found most interesting was the whole complexity issue that SIAF has. For those not being able to listen it, he spent almost 1000 hours before he started to get it and 200 hours before he somewhat got it. He suspected that institutions would not be as eager to spend as much time and turn away from the opportunity much earlier.

Focusing on the aquaculture and divest the other business will be important to simplify the business to the investment world. The company is too complex currently.

I'm quite impressed by all the DD he did before investing and I really hope Solomon will keep on listening to FD. Great stuff ahead and it's also good to hear that FD was really impressed by Solomon. Not just his operational skills but also his personality, enthusiasm and passion. It's nothing new to anyone but FD will bring certainly add the financial / investment aspect to the business that S is lacking.

Btw: I don't think that the pod will reach too many people who are not already familiar with SIAF so wouldn't expect any price action based on it. Really great for us who follow it though.