Broke:
Thanks for this analysis and all the other comments reporting on the interview today. I think many of us likely are "too close" and don't see that the business is very complicated, and very difficult to explain in an "elevator pitch"
That is no doubt one of the reasons it continues to be valued at such an absurdly low PE, despite years of very strong YOY growth in revenues.
The idea of simplifying the business by selling off non-essential, or less profitable divisions, makes a great deal of sense, and will free up cash to growth the core business, and have a much simpler story to tell to the investment community. That is certainly important, and should benefit all of us who have held SIAF for 4-5 years and more.
My earlier post was partly in jest, as the enthusiasm for the interview seemed a little over the top. I am, like most here, a long term holder, and have taken advantage of recent weakness to pick up more shares in the 11-12.50 range.
GLTA
