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ks1977

11/10/17 10:47 AM

#123566 RE: RealUSA #123563

Well, OS seems to have stabilized and - as you point out - we have seen a low volume for some days now.

It will be interesting to see how the PPS responds to the Q3-report. If they correct the 23.89% vs 36.6% now, then Q3 might be good ("good"). The market might be surprised to learn about the collateral shares (either they are sold or not), but SJAP and HU struggling shouldn't be a surprise. Hopefully the fertilizer business is back on track. Add the 3MUSD income for CA and Q3 might be ok.

jyyoo

11/10/17 12:39 PM

#123581 RE: RealUSA #123563

Dan's response on the last conference call:

"Yes, the D&B (Dun and Bradstreet) rating helps, the D&B rating I have to mention was commissioned by…well it is a consortium of banks, who has one lead banker, who then commissioned the D&B report. That is technically their property at this stage, so we really can’t put that out there until they decide it is okay to put that out there. And they’re not going to, especially through the due diligence process. Now, following the due diligence process and its decision, then certainly we can ask if it can be released. And we’d be glad to do so at that time. As a matter of fact, I would love to be able to take parts of it, because there are certain comparatives done with it, comparing SIAF with other aquaculture companies in China and we do very well in the instance of, number one, us just technically getting things started at this stage when it comes to the build out, and even more so when it comes to the future projections to Tri-way and then comparing that with what those current companies, some of them having been established for over 20 years, are able to produce. It is very heartening to see how well Tri-way compares. But as I have said, we can’t put any of this out, but hopefully once we get through the loan process, we will be able to provide that."

At this point no one seems to believe they will close the Tri-way financing with the bank syndicate. Reading between the lines can make you a hefty return on your investment at these levels. When they do close the loan, it will be like an atomic bomb went off as a flood of buys hit a stock with little to no sell volume at the moment.