The chances of SIAF investing $30M cash in the restaurant chain are even lower than the shares being valued at a PEG multiple this year: maybe 100 million to one.
Seeing the actual contract will be very interesting.
HU revenue can be much higher than 50% growth, if weather cooperates, and lower if it seriously does not. So far, so good. The 2010 projections were extra conservative, having already been burned by weather. In any case, Q2 HU revenues will be minimal, if any.
I believe revenues from fish farm construction should increase Q2 over Q1 because of Chinese New Year, among other reasons.