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Re: Lucky Loser post# 6274

Friday, 07/08/2011 8:28:09 PM

Friday, July 08, 2011 8:28:09 PM

Post# of 163722

Lucky,

Add my appreciation for your recent posts.

I believe this one, about the fisheries is most pertinent to the company's trajectory toward really remarkable guidance in the next 2 1/2 years.

May I ask where you got confirmation of being on track to meet the numbers. Is this confirmation source for both the consulting/servicing side and the sales side?

Further, do you understand the breakdown of revenues on each side? For instance, does a certain capacity -- say 250 tonnes -- translate to a certain revenue amount. Likewise, do you know how they project fish sales?

On the sales side, it is quite believable that SIAF will still make the revenue projection, if as I believe is the case, that the projection is for total sales. Income -- both projected and actual -- will be based on SIAF's equity interest in the JVs, which will grow over time. Is this your understanding?

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