AI
Monday, August 22, 2011 10:51:38 PM
Drex has a valid point regarding guidance, which proved to be aggressive last year and no, they did not provide an update before releasing annual results. It's really moot whether you're "running SIAF through the CGS sieve". Look only at the company's past results. Yes, there are also many positives to speak of, but let's not dig our heads in the sand and pretend SIAF does no wrong. Every company does..well all of them except maybe AAPL, they are clearly infallible. 
On guidance, I'm not sure why management insists on being so aggressive when they have such a naturally impressive growth profile ahead of them. One would think playing it safe and surprising to the upside while providing a margin for error would be the comfortable and preferred strategy. Evidently, Lee feels differently.
I like that SIAF gets little to no mention on the CGS board. Believe me, it's a good thing in the current environment. If and when SIAF proves its merits in the second half of the year the money will certainly follow, but don't count on speculative traders pushing the price up in anticipation. It's definitely a "show me the money" atmosphere.
Forget about JoeN.
I'm enjoying the new found balance on the board. It's certainly more interesting and valuable than longs patting one another on the back. I remember the CCME board before the halt. Nary a dissenting opinion to be found.
I liked today's report. First and foremost, it didn't disappoint, which feels like a win given the number of misses (sometimes huge) other CGS cos have reported. Second, though the quarter itself was not worthy of an ovation, it appears to have sown the seeds for a potentially impressive second half. Of course, we won't really know the most important details until the conference call in Sept.
I'm long, I've been long since last summer. I plan to hang on for the ride, especially from these levels. In fact, I added today at 72 cents. I like the asymmetry I see in the risk/reward profile. GLTA
On guidance, I'm not sure why management insists on being so aggressive when they have such a naturally impressive growth profile ahead of them. One would think playing it safe and surprising to the upside while providing a margin for error would be the comfortable and preferred strategy. Evidently, Lee feels differently.
I like that SIAF gets little to no mention on the CGS board. Believe me, it's a good thing in the current environment. If and when SIAF proves its merits in the second half of the year the money will certainly follow, but don't count on speculative traders pushing the price up in anticipation. It's definitely a "show me the money" atmosphere.
Forget about JoeN.
I'm enjoying the new found balance on the board. It's certainly more interesting and valuable than longs patting one another on the back. I remember the CCME board before the halt. Nary a dissenting opinion to be found.
I liked today's report. First and foremost, it didn't disappoint, which feels like a win given the number of misses (sometimes huge) other CGS cos have reported. Second, though the quarter itself was not worthy of an ovation, it appears to have sown the seeds for a potentially impressive second half. Of course, we won't really know the most important details until the conference call in Sept.
I'm long, I've been long since last summer. I plan to hang on for the ride, especially from these levels. In fact, I added today at 72 cents. I like the asymmetry I see in the risk/reward profile. GLTA
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