Replies to post #6412 on Sino Agro Food Inc (fka SIAF)

[treit2002]

Yes, a translation would be nice.

Seems apparent that JF either thinks or hopes that SIAF first half revenues will match 2010, when > 95% came from the dairy, and that this would be a positive surprise.

SIAF did $9.08M in Q2 2010 and $13.17M in the first half. So, JF seems to see about $9.0M - $10.0M Q2 revenues as both plausible/likely and an upside surprise.

The actual Q2 revenue number is important as one indication of whether they are demonstrably on track for full year 2011 targets. $9.0M would do this easily, imo. After all, this would be ~20x YoY first half revenues from continuing operations.

Still, the commentary about how the revenues were achieved and why the sharp revenue ramp continues is more important, as ~$45M would still remain in the second half. Again, 100% of fish sales and HU/asparagus revenues, and the majority of all other profit centers will come in the second half.

They also seem to say that the current quarter, Q3, is the strongest. This is wrong. Q4 is strongest, and surely will be this year.

[andgus]

JF remind you that Q2 report,will arrive August 15, possibly somewhat earlier.The company's strongest quarter is beginning now, Q3, but Jf believe Q2 can give a pleasant surprise. The company is now accounting Q2 without the sold dairy section but it would not surprise if first half 2011 can result in terms of the same as first half of 2010, or perhaps even a little better. This is what JF hope anyway. In the eyes of many, this would actually be impossible. However, this is JF:s theory.
In september, JF will, with all theirleading personal re-visit SIAF:s all activities for the follow-up and new analysis.