Replies to post #147481 on Sino Agro Food Inc (fka SIAF)

[RealDutch]

Nobody ever said that "value" includes the right to a 100% return on expectations. But as a valueinvestor you should understand that.

The TRW stock dividend has a better than 25% chance of being worth more than $10 per SIAF share now, in few years. 50% comes from operations and growth materializing and perhaps another 50% from being able to list it in Hong Kong or another exchange.

The part that most people don't understand is its fundamentals and growth potential. The other part that most people don't understand, is that the dividend is a bonus and you get it for free. It will not lose its value in principle.

The same applies to Yasheng. It's a bonus if it happens.

The reason why these stocks are so cheap is because management fails to deliver. Because it's the China space. Because these stocks are worth 6x more dead than alive. Because your tax laws suck. And because it causes more pain than anything else holding on to these stocks. I ought to write a book about it and tell the crowd why the stock market is a fake.