Sino Agro Food

Sino Agro Food Bevaka tråd

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Semestertider för oss men full fart hos SIAF...

Vi fick en välbehövlig psykologisk återhämtning som fick allför många aktieägare att sälja av delar av sina innehav i ett underbart litet bolag, detta resulterade i en lite väl kraftig korrigering av kursen men också ett riktigt bra ingångsläge för dem som följt bolagets nyhetsflöde senaste månaderna.
Caset gällande SIAF är inne i ett skede som är oerhört intressant,
jag har aldrig varit så felviktad i min portfölj som jag är just nu, men jag har heller aldrig varit så övertygad i min tro gällande ett bolag.
Trigger saknas inte men arbetet måste alltid göras, här kommer en del bilder som visar på utvecklingen i SIAF:s jättebygge Mega farmen...av bla jätteräkor.
Hoppas Era placeringar går bra och att Ni njuter av vår underbara Svenska sommar.
Ha det bäst !
https://www.youtube.com/watch?v=YyCLpIDwDgg&feature=youtu.be&app=desktop

Daniel Ågrens bild

Dragon Head skrev 18 jul, 07:07

Semestertider för oss men full fart hos SIAF...

Vi fick en välbehövlig psykologisk återhämtning som fick allför många aktieägare att sälja av delar ...
Pil nerSe hela citeringen

Dragon Head skrev 18 jul, 07:07

Semestertider för oss men full fart hos SIAF...

Vi fick en välbehövlig psykologisk återhämtning som fick allför många aktieägare att sälja av delar av sina innehav i ett underbart litet bolag, detta resulterade i en lite väl kraftig korrigering av kursen men också ett riktigt bra ingångsläge för dem som följt bolagets nyhetsflöde senaste månaderna.
Caset gällande SIAF är inne i ett skede som är oerhört intressant,
jag har aldrig varit så felviktad i min portfölj som jag är just nu, men jag har heller aldrig varit så övertygad i min tro gällande ett bolag.
Trigger saknas inte men arbetet måste alltid göras, här kommer en del bilder som visar på utvecklingen i SIAF:s jättebygge Mega farmen...av bla jätteräkor.
Hoppas Era placeringar går bra och att Ni njuter av vår underbara Svenska sommar.
Ha det bäst !
https://www.youtube.com/watch?v=YyCLpIDwDgg&feature=youtu.be&app=desktop

Rätt men tungt viktad menar du väl ;)

Daniel Ågrens bild

En mycket bra PR från Sino Agro Food. Nu sista finansieringsaktierna har tryckt ner kursen senare veckorna. SIAF är ju nu förbjudna att använda sig av finansieringsaktier som betalmedel till kunder. Inlåsningen på dom gamla var dock som standard 6 månader vilket gjort att dom sista som släpptes förra året fick säljas denna sommar. Handeln senaste dagarna tyder på att dessa försäljningar nu är slut och kursen har återhämtat sig. Några fina köptillfället blev vi dock bjudna när det var säljtryck. Inget nytt om FN eller Oslo men man får anta att det går enligt plan. Nu när det är fattigt med säljare kan en fin nyhet få ett ordentligt avtryck på kursen. Q2 släpps om 4 veckor och jag tror kursen kommer klättra på fint framöver.

Här är PR:

In late first quarter 2015, Prawn Farm 2 ("PF2") began to meet targeted daily sales of five million Giant River Prawn ("GRP", genus species Macrobrachium rosenbergii) post-larvae ("PL," previously referred to as "fries" or "fingerlings"); the same production is anticipated for the remainder of 2015. Sales of GRP PL are expected to generate in excess of $10M in 2015.

PF2 is pursuing a similar course for quality brood stock for the Mexican White and Green Prawn varieties. The Company anticipates that full production for all three varieties will be measured in billions in 2015, with average prices varying from $46 to $114 per 10,000.

Sino Agro Food's vision is to become an aquaculture leader focusing on organically farmed fish and prawns. SIAF anticipates substantial growth opportunities in its aquaculture operations in the years ahead, producing organic prawns using the Company's proprietary re-circulating aquaculture system technology on a considerable scale. Today the Company's indoor and open dam aquaculture operations produce sleepy cod, two types of eels and three species of prawns. New species are continuously being tested in order to satisfy market preferences and take advantage of price fluctuations.

Sino Agro CEO Solomon Lee commented, "In addition to providing a further source of income for the Company, the hatchery and nursery operations give us control of the full prawn life cycle, gaining maximum control over the farming of prawns from a genetic perspective, producing improved yields of disease free prawns. By interoperating with the Company's R&D center and supplying other project companies through SIAF's marketing and distribution arm, PF2 is a vertically integrated hub supporting our vision toward becoming a leader in the aquaculture industry."

About Prawn Farm 2

The core function of Prawn Farm 2 is to provide hatchery and nursery operations that supply post-larvae prawns to the Company's facilities toward producing fully grown disease-free prawns at both PF2 and later the New Zhongshan Prawn "MegaFarm" Project for wholesale to third parties.

Prawn Farm 2 has a land bank of 120,000 square meters (30 acres), with an additional 30,000 square meters reserved to construct an indoor grow-out farm with capacity to produce up to 1,200 MT of prawns per year. The indoor farm uses SIAF's proprietary re-circulating aquaculture technology, known as "APRAS" to ensure pure water without the use of chemicals or hormones, and to reduce water consumption and pollution.

Plans for PF2 follow the parent holding company's typical formula; that is, as an aquaculture technology provider, SIAF develops aquaculture projects on behalf of third party investors and prawn farming professionals. In order to protect its proprietary technology and management systems, to control the value chain, to successfully integrate into primary production, and as a crucial and prudent element of its business model, SIAF retains an option to acquire the aquaculture project once completed.

Completion of the acquisition of Prawn Farm 2 into a Sino Foreign Joint Venture Company ("SFJVC"), Zhongshan A Power Prawn Culture Development Co., Ltd. ("ZSAPP"), is targeted for 2016. As previously communicated, ZSAPP is expected to contribute up to 30% of Capital Award's revenue and gross profit, excluding the Zhongshan New Prawn Project. Reported revenue from the Aquaculture Division from sale of goods in 2014 totaled $105.8M."

Och lite mer: http://www.undercurrentnews.com/2015/07/22/chinas-sino-agro-ramping-up-s...

http://www.intrafish.com/news/article1416290.ece

MrWhites bild

Dragon Head skrev 18 jul, 07:07

Semestertider för oss men full fart hos SIAF...

Vi fick en välbehövlig psykologisk återhämtning som fick allför många aktieägare att sälja av delar ...
Pil nerSe hela citeringen

Dragon Head skrev 18 jul, 07:07

Semestertider för oss men full fart hos SIAF...

Vi fick en välbehövlig psykologisk återhämtning som fick allför många aktieägare att sälja av delar av sina innehav i ett underbart litet bolag, detta resulterade i en lite väl kraftig korrigering av kursen men också ett riktigt bra ingångsläge för dem som följt bolagets nyhetsflöde senaste månaderna.
Caset gällande SIAF är inne i ett skede som är oerhört intressant,
jag har aldrig varit så felviktad i min portfölj som jag är just nu, men jag har heller aldrig varit så övertygad i min tro gällande ett bolag.
Trigger saknas inte men arbetet måste alltid göras, här kommer en del bilder som visar på utvecklingen i SIAF:s jättebygge Mega farmen...av bla jätteräkor.
Hoppas Era placeringar går bra och att Ni njuter av vår underbara Svenska sommar.
Ha det bäst !
https://www.youtube.com/watch?v=YyCLpIDwDgg&feature=youtu.be&app=desktop

Daniel Ågren skrev 23 jul, 10:07

Rätt men tungt viktad menar du väl ;)

Tungt viktad är bara förnamnet... Det från början inte alls så lilla innehavet ligger +213 % samtidigt som annat inte gått alls lika bra. Har många gånger funderat på att sälja av insatsen och göra en s.k. freeride med vinsten. Dock inte blivit av. Förhoppningen är ju att det ska finnas en hel del krut kvar i raketen.

Innehavet ligger också i en portfölj där pengarna inte kommer att behövas... typ ever. Men lite trevliga extrapengar till pensionen är ju aldrig fel :-). Är ju några år bort dock så mycket kan hända.

Daniel Ågrens bild

Artikel om SIAF med intervju med Peter Rosta i dagens nummer av Dagens Industri.

http://mobil.dn.se/arkiv/ekonomi/kinesiskt-foretag-vill-bli-storst-pa-ja...

Daniel Ågrens bild

SIAFs sektor ser urstark ut i Kina kommande åren.

https://www.undercurrentnews.com/report/aquaculture-market-in-china-repo...

Daniel Ågrens bild

SIAF släppte idag en urusel kvartalsrapport. Fler faktorer varav dom flesta utom bolagets kontroll bidrog till ett dåligt kvartal.

Solskenet är att det ser bättre ut för kvartalen framöver. Kan nog bli en dipp på måndag för dom som vill öka eller ta position för kommande kvartal.

Här finns lite mer att läsa: http://investeraiaktier.se

Daniel Ågrens bild

Riktigt fina nyheter idag!

On August 28, 2015 the Company concluded a three-day strategy meeting with Euro China Capital on the topic of creating shareholder value, which resulted in two main decisions.

Mr. Fredrik Danielsson of Euro China Capital will be nominated to join the Company's board of directors as an independent director with special focus on finance and capital markets related matters.
It is anticipated that the pace of divestments will be faster than initially announced. The Company now aims to assist 3 to 4 of its subsidiaries through either a listing or an M&A exercise within the next twelve to eighteen months.
The meeting was conducted as a follow-up to the earlier announced broad strategic plan to create shareholder value that first had been announced following the convertible bond announcement on September 4, 2014.

The decisions do not affect the listing process towards the Oslo Stock Exchange with Arctic Securities as financial advisor, which is moving forward according to plan.

A conference call on this topic will be held on September 17th 2015.

Fredrik Danielsson founder and Managing Partner of ECAB commented: "When my team and I at Euro China Capital started analyzing Sino Agro Food three years ago, it took us more than a hundred hours to get a basic understanding of the company and at some point in time it felt like an endless amount of stones to lift in order feel comfortable to invest. However, during the process and throughout the course of time, I have become more impressed by Solomon as an entrepreneur, and the quality of the businesses he and his team have built. Incorporated in a complex structure, the Sino Agro Food group today consists of a number of different integrated assets positioned to benefit from an increasing awareness of food security and the environmental impact of food production in China.

From the perspective of Sino Agro Food as an investment case however, my first hand experience of the effort needed to penetrate the complexity of the group has led me to conclude that streamlining and structural changes are needed. I am therefore happy that Solomon himself has come to the same conclusion and made the radical decision to go full speed ahead with splitting up the company.
Becoming a director of the company will enable me to have a more direct impact on shareholder value creation, where the execution of today's announced structural changes will be a key focus area. An initial task will be to tie high level Chinese private equity competence to the company."

Solomon Lee, Chairman and CEO of Sino Agro Food commented: "The decision announced today is partly a result of a more in-depth understanding of the negative consequences that the current structure of the group has with regards to the financial market's ability to understand us. More importantly, however, is that the businesses, which now are about to become individual share companies, all have the adequate production, substance and management in order to be divested. The decision was still a big one for me but I am convinced that it is the right way forward. By appointing Fredrik Danielsson as director of Sino Agro Food, we will be able to increasingly capitalize on Mr. Danielsson and his team's knowledge about financial markets and corporate finance related matters, areas which will not be of any less importance given the decision announced today."

Dragon Heads bild

Intressant formation och möjlighet... Sino Agro Food.

Har man intresse i detta Lilla bolag och möjligen swingar lite av portföljen så har en trevlig formation skapats, själv ligger jag lång i detta bolag men det innebär ju inte att andra inte kan få upp ögonen och kanske, möjligen, eventuellt, finna intresse i en uppenbarad möjlighet...som kanske aldrig händer.
Siaf har sedan sin topp runt 17 USD befunnit sig i en nedåtgående trend, det har skapats lägre bottnar och lägre toppar allt eftersom...
Det intressanta är att sista veckan har aktien handlats runt trendtaket ända sedan uppvärderingen efter senaste nyheten som finns att läsa i Daniels inlägg ovan, aktien sprang då igenom trendtaket och sjönk sedan i linje med taket, ikväll fick vi en väldigt intressant rikoschett, först ner ett par procent in i trendkanalen och sedan ett lyft med besked rakt igenom trendtaket och ytterligare ca 4 procent vid stängningskurs.
Motstånden kommer ganska exakt med ca 1 USD mellanrum 13,14,15 USD, inga tyngre motstånd utan snarare enbart refernspunkter, men 13-14 USD känns som en möjlig stabiliseringspunkt i väntan på nästa fundamentala trigger nästa vecka. När jag söker roliga formationer inom TA vill jag gärna ha fundamenta triggers med mig.
När det gäller SIAF så har vi de två attraktivaste kvartalen framför oss, samt en conf call nästa torsdag, dessutom har några av de tyngsta investerarna precis varit och besökt SIAF:s enheter i nästan en hel vecka. Uppstället i aktien ikväll tror jag inte blir tillfällig, jag ligger tungt investerad själv men med reward följer risk, detta är inget köptips utan bara en tankegång som ser trevlig ut för tillfället...imorgon kanske det ser helt annorlunda ut.
SIAF ser ut att ha ordentligt med triggers under kommande säsong, frågan är hur det välkomnas.

FROM FARM TO PLATE

Feedback välkomnas i alla lägen och tar oss framåt, ta en titt och lycka till!

Drakar lyfter i motvind och sprider värme runt sig ;-)

https://www.facebook.com/SinoAgroFoodInc/photos/a.414585581938946.95799....

https://www.facebook.com/SinoAgroFoodInc/photos/pcb.944513978946101/9445...

Dragon Heads bild

Inlägg på IHUB från investerar resan som jag nämnde...


Hi Everyone!

I´ve just landed back in Sweden after being on the SIAF investor tour to China.

The trip has been very intensive with a very comprehensive program with long days followed by dinners with the SIAF management but also some of the local managers and customers of SIAF and their partners. Most of the participants on the trip will probably come home today or tomorrow.

I dont think anybody really have had any time to even contemplate to comment (here on Ihub) on the trip so far. I can just say that I have a much greater understanding of many sides of the business after this trip.

For you that like the short version: I´m feeling more confident about SIAF and their business model after this trip. More confident with local management, more confident with the great opportunities at hand due to: the fantastic market size, the business set up, lack of real competition, great local network with different important officials in the areas/regions where SIAF are doing business.

One says that a picture tells you more than a thousand words....

We have been spending days of time just looking, absorbing, asking questions about all the areas of the SIAF business. The company has been represented on the trip by Solomon, Bertil, George, Nisse, Anthony, Tony Ostrowski, Erik Ahl and a number of other employes and partners. And I have talked a lot with all of them. It has made me realize a lot of things, but the conclusion is very positive when it comes to the sustainable growth opportunities that we have going forward and its very clear that SIAF with its business model, goals and values are perfectly positioned to capitalize on both the market opportunities at hand and the different trends going on in China.

Me and a fellow shareholders have also made some interviews with suppliers, management, bod members and co-workers, some recorded and some not, we have been filming everything, both with a drone and with a regular videocamera. It is our intention to try to structure all the material we have and make it public to all of you that didn´t have the opportunity to come on the trip. I´m very confident that the material we have will help you to make better investment decisions going forward. We have so many hours of raw material so it will take some time to get it in decent shape to publish, it will be pretty raw material, since we are not proffesionals at filming.... and we only had two days in Thailand to practise flying the drone before we left for China...;)

A few conclusions that I can develop going forward:

1. Solomon has great relations with both his staff and all of his partners and it is clear that they appreciate him and have a great deal of respect for him. It is clear who is the boss. Its also clear that Solomon knows his operations very well.

However the business set up (partner- and relationstructures) in China with businesses run by partners that you dont own (yet) on land that you dont own (land use rights) represents great challenges when it comes explaining the fundamentals of the business in a reliable way to create opportunities to finance in a normal way. I feel that I have a greater respect for the difficulty for westerners to understand the ways of China in there regulated capitalism. With the complexity of the business its clear its hard to impossible to get fundmanagers and financial institutions to invest the amount of time it takes to get a proper understanding of the business as it is structured now. Spin offs and divesting in combination with corporate governance measures seems to be the right way to get the different business segments more transparent and more easy to understand and therefor calculate credit risk on. But at the same time its clear to me that we need Solomon to be in lead of the operations at this point. He obviously has a great understanding and the partners and officials seem to like him a lot and that also goes for his own staff.

2. We made interviews with Dr. Anthony C. Ostrowski, and there is know doubt in my mind that he will be a super asset to the company going forward by helping the company increase density in the current tanks and thereby increasing production (it takes some time though, nothing to expect right away) in existing facilities, I´m sure he will be able to develop our inhouse "breeding" of fingerlings and developing of our own patogen free motherstock (equals to intellectual property when it comes to fingerlings, according to Dr O) getting us to capitalize tremendously on fingerlings production going forward, you will also realize this after we publish some interviews with him. This is also something that takes quite a bit of time, we are talking a couple of years before we are where we want to be. But improvements should be able to start quite fast. This isn´t research and development in the normal way since we just want Dr Ostrowski to use his level of competence to develop this side of the business. It takes in between 7 and 21 days before you can sell the fingerlings so due to the short cycles, this is a very scalable and interesting business, adresssing 150 000 fish farmers with no real alternatives in the area around Guangzhou and Zongshan.
And I can tell you that they are there, we have spent hours on the bus passing an endless number of fishfarms (open dams not RAS) situated close to the roads that we have been travelling. The average Chinese person eats about 32 kg of fish products per year if I remember correctly.

3. After this trip and after I talked to local Chinese traders, importers I´m now convinced that there is no way you can do business without strong local partners in China that is well connected in the area/market you are aiming for = SIAF´s set up seem to be very good. I also think its essential that we have a CEO with great relations to those local partners. This also means that Solomon is not somebody you can easily replace. Its clear to me that he is an great operational asset but at the same time he also constitutes a business risk.

4. Being at local whole sale markets, both when it comes to fish and meat - the conclusion is that food safety is almost non existing, its actually superterrible! However awareness of food safety is growing at great speed in the population of China and so does the demand for products with high standards, like the one SIAF provides.

Food control on imported foods is rigourus, which has lead to a situation where the chinese people increasingly are asking for imported foods since there is hardly any enforcement of the current regulations by the authorities on the domestic market. Knowledge in health and food safety issues is seems low to none amongst the people doing business at the fish- and meatmarkets. This together constitutes a great opportunity for SIAF to capitalize on going for many years to come.

5. SIAF´s meatbusiness is on a totally different level, the whole sale center in Shanghai was very impressive. It will be interesting when they can get the fish going there aswell. I also met and talked to an importer that wanted to buy SIAF´s grown beef since he couldn´t get beef with that quality when it came to how marbled it was. He was not yet a customer but he was very impressed with SIAF´s quality of beef and the operation at the whole sale center. He was at the time importing 30-40 containers per month. We had a long and interesting chat. At the time we were there, they had also invited a lot of customers and showed the facilities to them aswell and gave a very thorough presentation in Chinese translated to english.

6. There is no doubt in my mind that the import business focused on different qualities has got superpotential and its happening now. There is a lot of players out there that is fighting to take a share of the giant market - we need working capital and a lot of it, we have a golden opportunity in a rapidly growing import business both when it comes to beef that we debone, but also when it comes to importing precut meat or quarters for reselling... This business has many angles to explore and we should move ahead at full speed with that segment. Different companies is trying to position themselves right now. At this stage, it seems to be about volume and not margins. SIAF´s margins is surprisingly high right now.

Other importers that I´ve talked to at the whole sale center in Shanghai focused on volume and market share right now. Margins would be something that they aimed to adress after they have secured the customers... Apparently there is a saying in China: Negotiations starts after the contract is signed.....

7. I believe the big fishbusiness going forward for SIAF will be live fish. That is where we will make the big money. I base this on the look of the existing fish markets, food safety issues, the overall increased demand for fresh fish, its where to be since there is little competion and at the same time premium prices. This is also the view of Dr Ostrowski. There is a lot of low quality fish out there, but very little fresh fish that has been brought up in accordance with SIAF´s ecological standards. There is no need what so ever to try to compete on the international market with frozen fish. Low margins and great competion! The Chinese market is more than enough to adress!!

8. The market is there as long as you have the right product, the right timing and you are in the right place when it comes to China, it doesn´t really matter what you are selling the potential market is incredible.

9. In the Guangzhou district alone there is 150 000 prawn farmers that all have to buy most of there fingerlings from CP now, (the only supplier of fingerlings that are free from certain disease patogens) I believe this will be our next superbusiness with Dr Ostrowskis help. And by the way he is also a very friendly and nice person that fortunately has a talent to easily explain the business in great presentations. His presentation at Prawn farm one was by far the best I ever seen in SIAF´s history and I´m sure that all participants would agree with me on that.

I have of course shared my conclusions and thoughts on the business with management and some of the BOD members.

A few reflections so far....

Now I have to rest a little bit. Very tired at the moment!

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