Replies to post #10199 on Sino Agro Food Inc (fka SIAF)

[treit2002]

I believe they've said that they add 25% stake per year. I believe they start with 25% upon construction completion.

Do not think that every deal is the same tho, in terms of how fast equity is realized. The one published contract gave SIAF the option for increasing equity stakes, but didn't identify a pace or a price.

Also, the farms have different sales capacities that are realized at different rates. Not sure if this sometimes means that the larger capacities -- say, increasing from 1,000 MT to 1,500, and then to 2,000 involves new construction phases and therefore new construction revenue to SIAF.