Sino Agro Food Inc (fka SIAF)

[RealDutch]

Changing from $85M to $80M capital expenditure is hardly like turning an oil tanker 180 degrees. Maybe 10 degrees.

In mid 2011 when the share price was a lot higher, they were looking at dilution in Q1 2012. Because management plans ahead. It was part of the big plan. They had commitments/contracts going. They probably couldn't change that.

What HAS CHANGED IMO, is that we are looking at zero dilution for the remainder of 2012. They have adapted, taken loans, and asked for advancements.

In the mean time, the demand side hasn't changed. So in the end, the motivation to look for money elsewhere, since mid 2011, will benefit all of us. Going forward. This is all we need to know.

Problem is the market is not valuing any of the above

Nothing new there. But you can't say this or that is keeping the share price down. Because you'll be proven wrong every single time.
It'll come. And the company is doing everything right IMO. So it will come faster than any other company IMO.