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Re: RealDutch post# 101627

Monday, 03/07/2016 1:44:47 PM

Monday, March 07, 2016 1:44:47 PM

Post# of 163716
What is your problem RD:

We have met with Dr Ostrowski.

The designed capacity per tank is 2 million fingerlings according to the PR.

Right now we are stocking 600 000 fingerlings per tank, according to Tony this is 60 percent of what Solomon historically has stocked. And he has historically stocked 40 percent of designed capacity. All according to Tony. This is a level that Solomon has been very comfortable with when he has made his deals with partners etc. There has been no risks of not delivering what he has promised at the same time as the cashflow has been good enough. He has´t pushed the limits of his production. This was also implied by Tony many times during the investor tour. There is still a lot he can do to increase and optimise production in many different ways. There is just no need to focus on that since we are not even getting the production and business we actually have valued even remotely close to what the actual return suggests. First credibility and delivery on what we actually have got ready now. A good way to go about it, in my view by the way.

This fact mentioned by Vilgot was an explanation he got from Tony after the presentation.
There will likely be a recording public soon from the presentation in Stockholm and there will likely also be a audio file from Tonys presentation in Bergen. Vilgot has spend hours with Tony both in Stockholm and on the investor tour so maybe you should treat him with some respect. He is one of many that has invested both his time and money to get his facts straight. I suggest you do the same instead of hiding behind your computer guessing, assuming and judging everybody involved.

After biofilters are ready, which takes 3 months, the plan is to increase the stocking to, 1 million per tank.
That would be half of the communicated designed capacity. The figures in slide 16 is not made up to be a theoretical comparison with salmon, as you suggested in an earlier post. The numbers are made up to simulate the actual production as it would be with a stocking level of 600 000 fingerlings per tank when they are in a position when they can fulfil the partial harvest concept within this first stage. This information comes straight from Tony. He is currently working out of an office at the MF so I guess his got it pretty well figured out, how they are going about the coming production when all three buildings are finished. Everybody can misinterpret facts, but at least some of us got some actual information from the people involved.

Tony has spend days in the nordics explaining the RAS concept and the partial harvest concept that goes with it and all the different opportunities SIAF has to capitalise on this in the different stages. There are interesting opportunities that has´t even been commented here on this forum.

So can you please just hold your breath for a while. You are constantly simplifying and now you are implying that everybody including Tony is wrong. There is a lot of things that you don't get since you don't have the full picture. And you never do since you don't make it an habit to find out the truth, you seem to feel that your assumptions will do, but they lead you wrong all the time. And the worst thing is that there is a lot of people in here that actually listens to you.

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