Replies to post #20064 on Sino Agro Food Inc (fka SIAF)

[Traderfan]

Viking, regarding your tally

Like I already said, when I read your first posting about it I was kinda missing your last sentence and it seems I stopped reading after your:

"WE know that by this time next year this stock will very probably be listed on a swedish exchange with an eps of $1-$1.10 by EFY 2013"

So I was thinking you are asking where the PE will be this time next year but apparently you asked about may 2014 which of course is a bit different. That said I'm still not sure if I wanna change my vote to the B category, because if you look at it objectively, we are talking about a 6 fold increase if the stock goes to 4 until then. 4 bucks would still be category A if they do 1.05 in EPS for example. Now I would argue anybody who "expects" a 6 times increase in any stock out there within 18 months is extremely convinced about the underlying stock and pretty optimistic if not a complete daydreamer. I'm very optimistic about the whole Swedish listing stuff over time and only because of that I think we even have a chance to get up into this area over the next 18 months.

But I also wouldn't be that surprised to see us at 2-2.50 per share. I would be thrilled with 2.50 as well btw. Even that seems huge from here. Well we will see but the last time we spoke about stock price projections sometimes in 2011 I remember most here were expecting that we will easily qualify for AMEX on our own at the end of 2012 and I was certainly one of the very few if not the only one who said we should be more than happy to see us at 1 buck at the end of 2012.

[Emilez]

I vote B.

[EagleCheck]

I go for A since we at that time only have the figures for year end 2013.

[Andrew26]

There are really many stuff that will move it one direction or the other that are so hard to estimate. Of course EPS itself, then bonds/dilution, I have really no idea how big impact can Swedish institutions have when we double list in Sweden, how the spin-offs go in plans etc... but so far I dont see a reason not to be conservative and go with the longterm trend here, therefore A.

[viking86]

Preliminary tally of the May'14 PE votes

the fields A-C have crowded up nicely from the previous tally. But we are still waiting for many more to join the poll as to where they see the P/E of our company will be by May 2014 which will in all likeliness have included the Q1'14 results ! So far the votes are:

A (P/E<4) : 6x (Traderfan, Mauiguy, Eaglecheck, Slyjiester, Andrew, Labroj)

B (P/E 4-8): 7x (Treit, Viking, Benoit1, Snow, Emilez, Jackhal, Stolpen)

C (P/E 8-12): 3x (RealDutch, Petrejus, Gothe)

D (P/E >12: 0x

Note: the poll will close tomorrow 10 PM. Choose the color of your conviction and throw the dart now !