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Re: agribusiness72 post# 3581

Wednesday, 04/27/2011 9:42:33 AM

Wednesday, April 27, 2011 9:42:33 AM

Post# of 6560
I would say that outlook is overtly pessimistic, missing the whole flow that is already 'underwater' and the one to come to the surface as soon as the next weeks, constructing a deformed picture focusing on only some pieces of the puzzle.
Revenues will come immediately as they start the processing (if they haven't started yet). China is a smart player, but you are underestimating Mr. Shenher's intelligence and experience on the field, and on top he has the advantage to play at home.

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