Sino Agro Food Inc (fka SIAF)

[aquaculture]

I've been with this for 7 years and contrary to sunblazers action today I bought another 10k shares. So far this has, by far, been my worst investment ever in terms of latent losses.

Thank you for this very interesting post.

From your visits, did you encounter:
a) operations with activity involving people which you believed with no doubt, seemed to be performing production/work/processes which they seemed to be familiar with?
b) logical presentation of source/feed, production/growth inventories, and harvest/packing, finished material inventory? I.e we have $19 mill in fertilizer inventory - you might have seen large production facilities?
c) infrastructure (roads, bridges etc) and activity to support logistical movement?
d) customers, proof of customer activity, suppliers, SIAF or affiliated logos and/or clear markings of ownership in facilities?
e) workers wearing clothing clearly sugguesting that they work for SIAF and that the clothes are worn for some time and not newly distributed?
f) packaging, brands, management at site level in addition to the people we know about?
g) any information around work organization for the ceo, cfo, PR etc - how they run this business?
h) info and management around CA and all its sales staff, engineers etc
i) sizeable and valueble buildings, equipment which could support the balance sheet?

Who, from the director level, did show you around?