ks "That Solomon has very little influence on the partners in TRW and has to sacrifice (the shareholders of) SIAF?" SIAF owns less than 40% of TRW. It is presumably a misconception that SIAF can use the cash of TRW for its own purposes.
I would'put so much into this. Lets say the heater project is $100.000-200.000. And it's a TRW project.
Regarding SIAF, you would rather question $25-30 mill capex in 2017.
The heater was probably ordered after Undercurrent article. Thats why it was too late for this season. I think you should look at this as a little peace of info, like everybody has been screaming for.
Now its time to get info around tackling those loans to be paid. Market is betting on default IMO.
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