Sino Agro Food Inc (fka SIAF)

[RealDutch]

There are some real implications here. All those advisors they are hiring now... we really don't need them to tell us to pay dividends. Did they study the sector for 4 years like I did, learn, adapt, and think it through? Of course not. DUMP THEM. My advice is for free.

It's all about growth. It's the only way you can seduce a new investor to hold on to a risky Chinese asset.

My brother called yesterday, he said he didn't have the time to read the new dividend policy. "What did it say", he asked me. I said, they want to reinvest the money and not pay dividends.
Yup, he said, that's the right way. Why did he say that? because he talked to the (new) CFO of a really big Dutch bank and they all say the same thing. "Those dividends... will come eventually". And that CFO didn't even know that SIAF is growing so fast.

Bugger, Solomon. Your approach was all wrong.