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challe08

04/27/17 8:57 AM

#111409 RE: RealDutch #111408

Well in my example with cash dividends I see the value mostly as a confident boost, as a way to have a "reason" to hold on to your Siaf shares after spin of TRW and also showing that this will be the route going forward since Siaf won't need much $ for Capex going forward. With your suggestion of an xtra 13% Siaf will for sure be able to be a dividend machine.

Also keep in mind that China has strict capital controls in place now. It's very hard to get money out. Capital Award however, is not a Chinese entity.


This is of course also worrisome, particularly for larger players, could we get around it using CA? Again, it is about confidence and showing the money to (potential) investors!

For now it's important to get the MF started as soon as possible.


Not Siaf's responsibility as you remember ;-)!

Imo it is about 2 things with cash dividends
- getting a reason for buying and holding on to your Siaf shares after the TRW dividend to us
- putting some goddamn pressure on the BOD and make them realize that we need to see VALUE!!! to be invested in this pos!! Value NOW and not eventually some value 2 more years down the road, we heard that for almost a decade! Siaf have been a playground for Solomon for SO many years now, ENOUGH ALREADY!!