Replies to post #29094 on Sino Agro Food Inc (fka SIAF)

[stolpen]

"any guess what it may be? My guess: rev= 55-57m?"

Lets take vikings number just for fun, lets say 60m to make it easy to count, lets take - cogs and G&A of half aprox so we end up with some 30m lets take 5m of for non controlling interest
and we count this against 100m shares that gives 25c in EPS.
That are the actual earning after the waos mumbo jumbo due to massive issuanse, thats a P/E of almost 2 and a future of P/E 5 at 1,25$ that are not what anyone signed up for so if Chad cant count and thinks any volume will make up for it i don´t know what to say...

[treit2002]

I'd be very happy with that.

Key is new distribution revenue, against possible drop in HU (weather), plus margins.

Very good 2012 results will be line one in the defense of dilution. And if results are $55M Rev/$22M Profit the effects of past dilution will be history.

But they need a much more coherent defense, and a change in policy going forward, making new shares a last resort, and then only opportunistic, imo.

Then, we'd have "normal" trading, without massive new supply overhanging every month, with the doubts it causes.