Sino Grandness

[PkNanas]

Hi PkNanas

Just for context we have covered this company since their CB issuance days and I have been to their AGM twice. So we didn't read about it. We followed it

If you are keen you can look back the thread. Mr Prayudh is a shrewd business man but not infallible just as Buffett had been wrong. But from their point of view they managed the risk via asset allocation. I think a lot of people don't understand this.

A lot of people also think creditors extend their loans means confidence. They should check out the O&G sector and the difference between refinancing and restructuring. If you ask me of all the names being thrown up, eg SHK, Taiwanese, GS, TTA, etc the smartest (or "most connected") money in the past 5 years is Asdew's Alan Wang... went in before splits, got out before rights, on a sizable 5% position.

NB BTW Wechat Food is not related to Tencent...

Hi Specuvestor,

Thanks for replying to my post/question.

Back to my rationality, for shrewd businessman of Mr. Prayudth, with his large investment in P80 logan essence and exclusive distributorship to Sino Grandness, is it not easy for Mr. Prayutdh to verify Garden Fresh's marketing reach and distribution network in China?