Specifically, the author questioned Ostrowski's claim to harvest freshwater prawns at high densities, i.e., 10kg/cubic meter, on an industrial scale.
From Sino Agro's reply it looks like this was a valid critique as Ostrowski admitted that at present it might only be able to be done by manual culling.
I still believe SIAF/Triway is a great investment opportunity but in my opinion the author highlighted an important challenge of the scale-up process that most of us investors probably took for granted.
Doing it for years? At what densities? They succeeded once and were very excited, claiming 70% gross margin in the SEC filings. But it may have been a lucky batch. They have been trying to improve densities for years. And we know we can't trust them as they hide the bad news usually.