Sino Agro Food Inc (fka SIAF)

[RealDutch]

There is no middle ground. Solomon has screwed up already because the 3-month VWAP is getting closer and closer to $0.40. Which means that if he decides to issue stock 5 months from now, he will be diluting us at today's prices. Any potential rally between now and then will be destroyed immediately.

So Solomon doesn't have much choice. He has to do the bond deal or sell the HU-plantation. If neither is an option then he has to slow down growth.

Up until now, the dumping of financing shares has been the main problem. Going forward, it will be worse. ANY form of dilution will destroy shareholder value and depress the stock severely. Are you getting my drift? If Solomon hasn't waken up already, we need to shake him up a bit more. Because this guy is always one step behind.