Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (61242)	8/29/2018 4:11:29 PM
From: E_K_S	1 Recommendation Recommended By Lazarus Read Replies (1) \| Respond to of 78774

S&W Seed Company (SANW) - starter position today at $3.10/share I like their overall concept of hybrid seed used in bio fuel. Could see their exit plan selling and/or licencing to large seed grower/manufacturer. Company located near U.S. Davis one of the US AG extension schools (and my alma mater, class of 80). Have added this to my AG basket of stocks. Looking to add more ADM and other Ag related companies especially w/ U.S. Ag production (highest ever U.S. soybeans & Corn) and little to no tariffs by Mexico. My value theme is to build my Ag basket of U.S. stocks and sell some Oil/NG stocks to finance the portfolio position. I did verify that SANW is selling 16% below stated BV. Company still loses money so this position is all about future potential of hybrid seed development. EKS

To: Lazarus who wrote (61242)	9/22/2018 12:02:40 PM
From: E_K_S	2 Recommendations Recommended By Lance Bredvold Lazarus Read Replies (1) \| Respond to 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