Yes, second half, like the great preponderance of revenues from all the business segments. Revenues have always been seasonal.
The company announced major, sweeping, really transformational changes last quarter. I think that your selling was a reasonable decision, because the market place may well look only at this and the the next quarter. Fact of the matter is I wish the dairy sale would have transpired now, so that very high growth in financials would have been booked without any blips.
But the real world doesn't comply. I'm more optimistic now then when the changes were announced that they are and will be received reasonably and favorably, which I believe will be clearly in evidence as fundamentals report over time, and as the company takes further opportunities to explain their models.
The market has had an hour to react to this lowest quarter's reporting (doubt any trades even saw the really good $14M dairy news) with no real reaction. If there isn't a conference call, there will be company explanations and presumed affirmation of guidance at the Stockholm presentation.
The more I think about the trades that the company's made, the more I like the second half and 2012+ prospects. I think they are dramatically improved versus pre-dairy sale. Especially now that we've learned the dairy sale was for $45M.
So, if the market does look beyond the first half, it should see stunning YoY and sequential growth. Pretty tough to predict short term markets -- and investors are certainly in a skeptical mood about this space. So these second half numbers may have to be realized to be rewarded in the stock price. I can wait.
Or who knows, perhaps the uplisting comes through; another fish contract is announced; the dividend is raised; they announce a share retirement or issue only 1/2 the new shares announced last quarter at $1.50 while declaring no need to issue any more equity until 2013, and then only through spin offs; or any number of other possibilities.
Those proceeds are the major impetus for a capital development program exceeding the company's entire market cap. Think about that. These are bold and confident plans.
And the plans uses subsidies and grants to augment investment cash immediately increasing NTA, and then generating tax free income. Meanwhile, they are building the infrastructure for continued return and meeting criteria for very low interest loans to spur even more growth in 2012, when the plan calls for leveraging the models.
Market Data 
Markets 
