To be honest the last thing that concerns me here is that they won't reach their guidance more or less. At least on the revenue side they will reach it IMO.
Anyway is it just me or are we hitting another low in sentiment towards these chinese small caps lately? Looking at my china watchlist it seems there is no floor anymore to any of these stocks no matter how good the news are. Point in case is AERL. Unreal stuff.
Thank God we still have the support of the swedish guys, otherwise we would be a lot lower IMO.
Oh, it's very likely that I'm missing something. I don't understand the management fees. I don't understand the revenue coming from beef, or how much cattle we're talking about. I don't know where fertilizer is heading. I don't know what to expect exactly from the prawn farm. There is a lot I don't fully understand. But I'm not in a position now to figure it all out. I can figure out a lot, but not now. So you will just have to lay it out for us.
This is my last post for today. Have a pleasant debate without me.
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