Replies to post #106338 on Sino Agro Food Inc (fka SIAF)

[RealDutch]

I wouldn't put my money on Bertil and Fredrik either. Dan is different. He can see danger when it's staring him in the face. At least it's good to have him as CFO, for now. But like you said, he's probably not involved with the loan. We'll just have to wait and see if they can pull this loan off, including the subcontractor deal. Even then, the stock may not go up by much. Or if it does rally, there's always the risk it will come down again. Because the sector right now is just awful. But get some money from Yasheng... and BANG, it's a win-win. These companies really should be joining forces. But that will probably remain my dream.

[RealDutch]

It's true you know. Suppose they keep it simple and merge Yasheng and SIAF on a 50/50 basis. Yasheng will provide all the cash flow and SIAF will provide the growth and expertise. Screw the spin-offs, we won't need it. SIAF will be reponsible for seeking a listing on NYSE, and Yasheng will do their thing in Shanghai. It would be an awesome company. On their own, they are really really struggling. Only problem would be, getting the financials done in time. But for that we have Dan. They can grow as much cattle as they want. They would even be digging up gold in the US. Which should make some Swedes happy.

But now, let's see how they fare on their own.