Sino Agro Food Inc (fka SIAF)

[cleezdeez]

every last page of it Steve. There's some worthwhile historical info on the company (i.e. Volcanic Gold roots) though I found the breakout info on the formal holding structure/business units most helpful in understanding the collective earning power of the company going forward.

I certainly recommend taking a look, if not every last page, certainly the biz unit breakouts. Frankly, with all the discussion on the board over the past year and my own DD, I found few, if any material revelations.

Like everyone else, I'm waiting for the quiet period to end so we can get forward guidance past 2011. My own estimates suggest that while 2012 may be an impressive year, the most substantial growth is likely 2-4 years off once they get momentum behind the fisheries and revenue sharing begins to swing in their favor.

BTW, I enjoy reading your posts.