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I definitely understand having a healthy level of skepticism, but the way I see it even if you just lay Dalian's earnings on top of Ankang's, this quarter should be huge. Any additional income as a result of synergies is icing on the cake.
But to be clear, I do believe that there are significant synergies. Ankang has primarily been involved with rice, but with the aquisition of the Xiaoxinganling trademark last year, they expanded into soybeans, kidney beans, and mushrooms. At the time of the aquisition last year, Dalian's focus was on soybeans, corn, and cereal crops. I can't think of any reason why their products would be mutually exclusive with Ankang's. My take on it is that Dalian has the superior distribution channel, so it should be as simple as pushing Ankang's products through Dalian's channel but it could just as easily work the other way too. As you mentioned, we'll know more once the 10-Q is filed. Sentiment : Strong Buy Rating :
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| Subject | Author | Rating | Time of Post (ET) | ||
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$1.06! I just don't know what this market is doing, esp...
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Edmundoluk | Rate it | 5-Nov-09 11:14 am | ||
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Just the normal mid-day shakeout. It'll close gre...
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cdvdkopykat | Rate it | 5-Nov-09 11:23 am | ||
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Thanks CD for the soothing words. I am not la...
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Edmundoluk | Rate it | 5-Nov-09 11:30 am | ||
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No worries.
FWIW, I stare at CNOA's...
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cdvdkopykat | Rate it | 5-Nov-09 11:47 am | ||
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Everyone agrees that the company is...
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Edmundoluk | Rate it | 5-Nov-09 12:54 pm | ||
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They reported a small ($121,19...
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cdvdkopykat | Rate it | 5-Nov-09 01:40 pm | ||
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CD thanks for clearing th...
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Edmundoluk | Rate it | 5-Nov-09 02:16 pm | ||
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I'm definitely not c...
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cdvdkopykat | Rate it | 5-Nov-09 02:50 pm | ||
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Obviously, I may have been wrong about the cl...
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cdvdkopykat | Rate it | 5-Nov-09 03:45 pm | ||
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well give it another shot tomorrow. Look...
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dantman859 | Rate it | 5-Nov-09 04:15 pm | ||
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Speaking of green, I am all green o...
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Edmundoluk | Rate it | 5-Nov-09 04:33 pm | ||
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Nice, congrats. I thought abo...
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cdvdkopykat | Rate it | 5-Nov-09 04:39 pm | ||
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Ed:
Yeah, I added some YONG...
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dantman859 | Rate it | 5-Nov-09 05:05 pm | ||
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Dan you said you owned CS...
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Edmundoluk | Rate it | 5-Nov-09 06:57 pm | ||
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When the CEO announc...
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cdvdkopykat | (1 Rating) | 5-Nov-09 07:41 pm | ||
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Ed:
OT : Yong's c...
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dantman859 | Rate it | 5-Nov-09 08:25 pm | ||
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Thanks CD, that...
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Edmundoluk | Rate it | 5-Nov-09 09:38 pm | ||
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Re: On Sale Again?
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cdvdkopykat | Not rated | 5-Nov-09 11:51 pm | ||
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THIS STOCK LOVES DOWN DAYS, THIS STOCK RALLY'S WHE...
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dem274 | Rate it | 5-Nov-09 11:30 am | ||
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Amen on that. It's just that I cut my teeth o...
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Edmundoluk | Rate it | 5-Nov-09 11:38 am |
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