Yes, a translation would be nice.
Seems apparent that JF either thinks or hopes that SIAF first half revenues will match 2010, when > 95% came from the dairy, and that this would be a positive surprise.
SIAF did $9.08M in Q2 2010 and $13.17M in the first half. So, JF seems to see about $9.0M - $10.0M Q2 revenues as both plausible/likely and an upside surprise.
The actual Q2 revenue number is important as one indication of whether they are demonstrably on track for full year 2011 targets. $9.0M would do this easily, imo. After all, this would be ~20x YoY first half revenues from continuing operations.
Still, the commentary about how the revenues were achieved and why the sharp revenue ramp continues is more important, as ~$45M would still remain in the second half. Again, 100% of fish sales and HU/asparagus revenues, and the majority of all other profit centers will come in the second half.
They also seem to say that the current quarter, Q3, is the strongest. This is wrong. Q4 is strongest, and surely will be this year.
