The more I talk the less cheap shares will be available!
But I will say this...SGTI primary input cost is corn. Corn prices are headed down on the back of what's going to be a bumper crop. SGTI can sell a lot of starch. Starch is a primary input for making corn-based sweetners...a primary use in the China market. Corn-based sweetners are a stand-in for sugar. Go to google & type in 'sugar prices'.
Meanwhile, a primary focus of the Chinese stimulus is to make basic medical care more available to rural areas. Nothing is more primary in medical care than glucose.
"The bulk of the reform program focuses on improving rural medical access and building out the public health infrastructure, so those firms that provide the infrastructure products and services for this expansion are in line to receive immediate and direct benefit from the reform program."
So SGTI have good news coming and good news going. The next three quarters are probably going to be really good for SGTI. Don't know about the last quarter.