Treit,
If you are a potential customer, you can see the how successful and efficient the farms are in Australia and then you would be justified in still waiting to see how the same strategy is implemented in China. It is possible that the fish farm is successful and because of its efficiency in production and cost, immediately attracts orders for 6 or more farms.
I suggested that static approach as a type of game where management does not get its expected full demand but anticipates demand will trickle in and start construction and production anyway. It is important not to become too enthralled with management's projections as they are just educated guesses at best.
I do not distrust management's projections but my money is at stake and I am considering what happens if you push the timetable for these projects out. Is SIAF still attractive if large scale development of fish farms is delayed 6 months or a year?
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