SIAF seems to do just about everything Solomon says they will, and more (e.g. restaurants). But the time estimates are usually on the optimistic side.
What is the fourth RAS fishery to be producing in mid 2012?
Also, there's lag between completing a fishery and booking sales.
On the other hand, if the company's distribution branch buys 150 mg fish and sells them to its JV fishery, and then wholesales the grown out fish, pretty good for revenues.
And in the conference call, Solomon did strongly indicate that 2011 earnings will slightly exceed the figures in that presentation (even if revenues don't). Without actually guiding, he also expressed some optimism about $1.00 eps in 2012.
Without any capital gains, $.80 seems more likely to me; also would be quite fine imo, as long as there are no Ironridge type deals.
