Replies to post #103585 on Sino Agro Food Inc (fka SIAF)

[challe08]

They have to do the things we discussed. Give guidance, do timely CC's

You know I agree with this, since we have been screaming for it for many years now....
At least I think they have to give guidance for SJAP, if they are still serious about trying to convince us that they are going to spin SJAP this year....
The tulip-department is so much weather dependent so that will probably not be feasible to give guidance on now.

Do you believe they will match last year revenue figures of $115M (gross, incl n.c. interest) ?
NI was at 23 (SIAF) what do you think about that, will we be able to match that and some $1 EPS for Q1!? Seems a bit too high given Swedbank and also your estimate....?
Any qualified guess :-)?

[nisse44]

Not talking about Bertil but about the 3 original musketeers.My point was that unless those 3 buy for themselves we will not see a company buyback either. Anyhow it will be an interesting call this time.