auf folgendes Posting im RB hingewiesen:
Significance of announcement overlooked.....
IMO, today's announcement basically signals that some potentially massive contracts/revenues involving the urea/Yimuling product are in the pipeline or soon will be.
I think it is important to note that the total amount of product involved in the contract that KWBT signed with the urea supplier (Shengkui Technologies) is 6 times larger than the delivery contract that KWBT signed with today's customer (China Hua Yang Roneo Corporation). The contract announcement was for only 200,000 metric tons over 18-24 months, and the agreement that KWBT signed with the urea supplier calls for a delivery total of 1,200,000 metric tons over a similar time period.
KWBT is either extremely confident it can line up customers for the remaining one million metric tons, or it already has the customers/contracts basically in hand and they will be announced at some point in the future. Based on the $170 per metric ton price mentioned in today's press release, the 1.2 million metric tons would have a value in excess of $200 million.
Another thing I find quite encouraging about today's announcement is that this particular project for the Philippines and Vietnam markets is something that came as a complete surprise to me. Unless I missed something in all the research I did on the company, I can't seem to recall the company making any kind of mention about this project. It makes you wonder what other kinds of things the company is involved in that investors are not aware of yet.
Nicht nur ich bin der Meinung...