Replies to post #135421 on Sino Agro Food Inc (fka SIAF)

[emptyone]

Garrett you are a finance / wall street guy, you didn't take a huge position in this company if you didn't expect VC or outsized returns. So I bet you did your own internal models.

So if we get the Triway loan within say a few months, what is your year end target for the stock and then going out say 3 years and then five. Curious about your thoughts here. Of course there would be alot of noise with the COSO and maybe other spins, dividends etc. so maybe it could be expressed in terms of your expected annual expected return percentage over the period (CAGR). Care to Share?

[RealDutch]

Garrett, this is complete BS about the dividends.

Update on Cash Dividend to SIAF shareholders

As the Company moves closer toward carving-out its subsidiaries and retaining its ownership in each as an Investee in Associate as their valuations warrant over the next few years, each IOA will be operating independently of the Company raising and financing their own growth and development, each carrying out its own business plan. With time, the Company anticipates receiving stable dividends from each IOA that, in turn, it intends to distribute a portion of each onto its own shareholders; the amounts of which will increase at a rate equivalent to the dividend income received from the IOA’s on an annual basis. All of this predicated on the IOA’s ability to perform and themselves in a position to declare a dividend.

They are saying nothing here. Because TRW is not in a position to pay dividends. Just another carrot.

The distribution of cash dividends paid by SIAF to its shareholders will be in addition to cash dividends paid by the IOA’s directly to SIAF shareholders who also would have received shares in each of the IOA’s through their respective carve-outs.

Again, nothing.

SIAF anticipates being able to payout a cash dividend sometime in 2018, with the intent of increasing its dividend payment to shareholders as the IOA’s develop and provide stronger dividends to the Company. More details regarding distribution of a cash dividend in 2018 will be made available in the Company’s Q1 2018 report due in May, allowing the Board additional time to assess both the amount and timing of the dividend based on current activity, still underway.

Pay out a dividend from WHAT?
And details about WHAT? You don't put more details in a Q1 report. You either announce a dividend or you don't.

They keep telling us BS.