Replies to post #94668 on Sino Agro Food Inc (fka SIAF)

[viking86]

Thanks Carog for taking the time to write an exciting update. Hope to hear more from you after a well deserved rest.

[joenatural]

Sounded like the typical ChiScam dog and pony show.

[Foohtaah]

Great piece of information Carog. Thanks a lot!

[Agnes_1]

Thanks!

[viking86]

Carog: hopefully you and others on the tour had the time to discuss and research the "full speed ahead" that FD alluded to in his acceptance of becoming a BOD director:


>> From the perspective of Sino Agro Food as an investment case however, my first hand experience of the effort needed to penetrate the complexity of the group has led me to conclude that streamlining and structural changes are needed. I am therefore happy that Solomon himself has come to the same conclusion and made the radical decision to go full speed ahead with splitting up the company.

Becoming a director of the company will enable me to have a more direct impact on shareholder value creation, where the execution of today's announced structural changes will be a key focus area. An initial task will be to tie high level Chinese private equity competence to the company."<<

[RosaGris]

Thank you for sharing your experiences, Carog.

[snow]

Very interesting Carog! What surprises me is that you wrote hardly a word about the Mega Farm, which up to now has been regarded as by far the most important part of SIAF.

[HighYield1]

Hi Carog,
I couldn’t agree more to your summery of the trip. The combination of SIAF’s APRAS system with Dr. Anthony Ostrowski’s knowledge about breeding and biological risks really creates a competitive edge for the company going forward. The RAS system might be copied by others, in one way or another in the future, but the knowledge how to create a strong breeding stock that is free from deceases will be absolutely vital and harder to come by.

Having seen part of SIAF’s operations with its very dedicated personnel and getting to know Solomon a bit better has made me even more confident in my SIAF investment.

Hope to see you soon again

[Redbull84]

Thanks for sharing! Very interesting.

Were there any institutions on the trip?

[EagleCheck]

Thanks Carog for sharing a very good and informative update!

[rhe66]

Thank you Carog. It is very much appreciated.

[EagleCheck]

Thanks Carog for sharing a very good and informative update!

[Broke_Broker]

Thanks for that one, Carog. Interesting read.

[slyestjester]

Great report Carog. Thank you.

[Helium-3]

Great write-up Carog. Thanks for all your effort.

Could you just clear something up for me, you mentioned "CP" are you referring to that Thailand company, also known as Charoen Pokphand? Thanks again

In the Guangzhou district alone there is 150 000 prawn farmers that all have to buy most of there fingerlings from CP now, (the only supplier of fingerlings that are free from certain disease patogens) I believe this will be our next superbusiness with Dr Ostrowskis help

[surfer44]

Carog, nice write-up. Thanks!

btw did you visit all the subs?

[jyyoo]

Carog, do you or anyone else have the link to the video of the investor tour where someone is interviewing Dr. Anthony Ostrowski? I don't believe it was one of hyperboys' and I can't seem to find it. Thank you.