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Strategies & Market Trends : Value Investing
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To: Lazarus who wrote (61242)9/22/2018 12:02:40 PM
From: E_K_S2 Recommendations

Recommended By
Lance Bredvold
Lazarus

  Read Replies (1) of 78774
 
Re: SANW (S&W SEED COMPANY) Doubeled up on position w/ a Buy @ $2.80/share

Added more shares to my previous buy as company posted an EPS miss which appears to be impacted by tighter water regulations in Saudi Arabia which affected alfalfa seed revenues. Company has the most efficient hybrid water efficient seeds in alfalf and clover. There are many other markets they can expand into (ie California) where water conservation is needed.

For fiscal 2018, revenue from Saudi Arabia declined sharply to US$1.5mln compared to US$12.1mln in fiscal 2017, and US$26mln in fiscal 2016. Revenue in the United States, S&W's largest market, was US$41.7mln in fiscal 2018, slightly up when compared to US$41.5mln in fiscal 2017.

Company is looking to other hybrid water efficient seed crops that include sun flower and forage sorghum.

S&W Commences Commercial-Scale Sorghum Production

Australia is a large growing market. S&W Seed Company Expands Australian Commercial Sales Organization with Appointment of Territory Sales Manager in New South Wales - Australia

SANW still a small position in the AG basket but is a value pick (selling below BV) and still very small a/ potential for huge future growth.



EKS
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