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RealDutch

09/10/16 4:21 PM

#1499 RE: maria17 #1498

We have discussed all of this. We need a big buyer and for that we needed the 10-K. At least we can relax now and see what happens next.

The company will have close to $150M in cash a month from now. That opens up a lot of doors.

Many believe this is a risky stock so they have a small position. I do not. But you have to make sure you are comfortable with your position otherwise things can get though. Perhaps the bad times are behind us though. I have to get some sleep now.

RealDutch

09/10/16 10:31 PM

#1500 RE: maria17 #1498

So when you are talking about risk with this company, then you are talking about the weather IMO.

Here you can see the problem in Jan this year. There were 3 days when the temperature dropped to -10 degrees C and on one of those days it didn't get higher than -6 degrees C. The average low is -1 degrees C. So it probably caused some damage to the trees.

http://www.accuweather.com/nl/cn/taizhou/59573/january-weather/59573?monyr=1/1/2016&view=table

But unlike Gansu Yasheng Industrial, HERB will still make money. But it will probably be closer to 50% margin for 2016 instead of the usual 70% or 80%.

So, this won't drive the stock. Next year they could make $180M from the plantations alone. If it's a good year.

Gansu Yasheng still making money. Then it shouldn't be so bad for us.
http://www.reuters.com/article/idUSL4N1A207T?type=companyNews