Replies to post #5586 on Sino Agro Food Inc (fka SIAF)

[treit2002]

dc

Clearly you know a lot more than I do about possible restrictions due to filings. But it does appear that there is room for judgment, when Chad has said that SIAF is following conservative legal advice. He's also said that SIAF is very well represented to get through the SEC process successfully.

Agree with your sentiments about Mr. Lee (seen it Lee Solomon and Solomon Lee: maybe that should be a question?).

Clearly, the company thinks they made the right moves, concentrating on the other growth opportunities. So, I expect an optimistic, well reasoned explanation. There's a lot of land, so there are probably long term plans. And not too sure how much detail he can reveal there, nor if he can suggest 2012+ guidance in numeric terms, which is where I suspect the real ROI comes.

Let's not forget the fish contract, which is good in an unqualified way.

[Florinda]

Thanks again, dc. I was essentially content with my simple understanding of the matter prior to Mauiguy's post; his thoughts on the matter made me think more clarity could be helpful.

It appears as if the differences among the processes and the constraints they impose on those undergoing them are sufficiently alike to make it difficult to spell out the minute differences that may arise in each individual case. So I'll leave it there.

Like you, I have every reason to believe that management will continue to do what it can to promote the company and increase its long term prospects. And Strindberg's recent post wherein he noted that "Siaf will come to Sweden soon for a presentation" (post #5574) further substantiates such beliefs. Obviously, management needs to keep at it and be consistent. But that's how they've treated investors so far, so it doesn't seem pollyannaish to assume they will continue in the same vein with this cc. I also like that Mr. Solomon seems proud of his accomplishments, which makes sense to me, and that he wants in turn to talk with people about them. Indeed, he's obviously willing to leave his home country and travel abroad to do so.

But enough on this for me. We can talk about the facts tomorrow.

Steve