megiddo666

China Agritech Preparing to Bloom

Good summary and investment thesis. CAGC is unapprecaied growth, with new plants and products just coming to market. Additionally, the Chinese govt. is pushing organic fertilizer as part of its campaign for food security, currently 20% of Chinese crops are organically fertilized and the govt. wants that result to increase.

In regard to the 234 DSO's, it may be possible these sales are booked during the fall and winter months for later delivery and payment. Thus the "financing" may be an accounting issue that gets fixed in 2Q 08 business as fertilizer is delivered and paid for.