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Re: RealDutch post# 103585

Wednesday, 05/11/2016 5:05:35 AM

Wednesday, May 11, 2016 5:05:35 AM

Post# of 163719

They have to do the things we discussed. Give guidance, do timely CC's


You know I agree with this, since we have been screaming for it for many years now....
At least I think they have to give guidance for SJAP, if they are still serious about trying to convince us that they are going to spin SJAP this year....
The tulip-department is so much weather dependent so that will probably not be feasible to give guidance on now.

Do you believe they will match last year revenue figures of $115M (gross, incl n.c. interest) ?
NI was at 23 (SIAF) what do you think about that, will we be able to match that and some $1 EPS for Q1!? Seems a bit too high given Swedbank and also your estimate....?
Any qualified guess smile?

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