total--I am in complete sympathy with your big-picture theorizing. But everything that could go wrong in the West has already happened to China stocks traded in the Pinks. If the DOW is cut in half and SIAF earns HALF of what it expects to earn, I don't think the stock price will decline. If it earns what it expects, the price will at least double even at current levels of valuation no matter what happens on the NYSE.
The only case you can legitimately make against SIAF or any China stock at this point is to suggest the management is corrupt, and we KNOW that is not the case here. Solomon has always been totally honorable and transparent in his dealings with stockholders. Arranging a buyout at an advantaged price would be inconsistent with all of our prior dealings with him.
Further, it is difficult to find growth of any kind in today's world; SIAF offers that. And it offers growth in a non-Western currency. And it provides inflation protection. And it pays a dividend. In the collapsing system you propose, those characteristics are HUGELY DESIRABLE. Certain entities in a collapsing system--because they offer growth and have integrity--will rise, some dramatically, just based on relative attractiveness.
If SIAF can be trusted, you will make money on it--perhaps HUGE money--no matter what kind of scenario the world finds itself in. It delivers a desirable product that is in short supply in an incredibly efficient manner, and that is going to remain the case. Your worst imaginings are already priced many times over in the current stock price. If you find something as cheap as this and believe in its integrity, you have to learn to dismiss your fears, which are nothing but a contagion, and act on your BELIEF.
It is axiomatic that to make interesting returns on your investment, you can not be a trend follower. All your warnings have already been fully discounted here in one form or another, which is exactly the time to act IMO.
News 
Market Data 
Discover 
