Yamada Green Resources

[Stockerman]

Most of the rural areas in China are already polluted. Trust me - dont need to go down and test...

mining leachate and indiscriminate fertilizer use...
Plus illegal factory discharge..

Their wastewater treatment plants are run by crooks who saved on the chemicals to line their own pockets!!!

Most of the collected used water is dumped straight into rivers, etc without treatment...

If you believe, just check with the engineers in the plants

should be ok since they are using wood from the forest. And in that region if you look at the pics looks like quite rural area not so polluted...

Only way to know for sure is to go take some samples from the eucalytus trees they are growing...

[BlueKelah]

i am sure that shipments to japan and taiwan should be tested quite strictly.

but yes mushrooms do get contaminated by heavy metals or radioactive materials if they are growing on substrate that contains them

But I guess investing in food product companies like Yamada and China Minzhong, food safety is a risk you would have to consider as an investor. That's why margin of safety is prudent. If Yamada;s mushrooms or other products like the lingzhi gets into a food scandal, the shares will crash. So will you be able to buy in at a price that protects against such an event?

the other way is if you have kaki in china or japan get them to buy a packet of mushroom and send to an independent lab for analysis. If it is really polluted should show up pretty easily on a mass spec...

[Stockerman]

Has anyone asked why it took so many years before people realized that the tapioca starch used in the “bubbles tea” was contaminated?

We cannot assume that any food samples you consume is safe.

Initial samples will "always" pass authority test (wink; wink) – the pockets of many civil servants are heavily lined (wink; wink)

i am sure that shipments to japan and taiwan should be tested quite strictly.

but yes mushrooms do get contaminated by heavy metals or radioactive materials if they are growing on substrate that contains them

But I guess investing in food product companies like Yamada and China Minzhong, food safety is a risk you would have to consider as an investor. That's why margin of safety is prudent. If Yamada;s mushrooms or other products like the lingzhi gets into a food scandal, the shares will crash. So will you be able to buy in at a price that protects against such an event?

the other way is if you have kaki in china or japan get them to buy a packet of mushroom and send to an independent lab for analysis. If it is really polluted should show up pretty easily on a mass spec...

[Stockerman]

Food Scare in Taiwan

More than enough examples for you. Some of these illegal additives have been used for decades!!
The Chinese mainlanders are several times more unscrupulous compared to their Japanese/Taiwanese counterparts!!




http://www.taipeitimes.com/News/editoria...2003564407
extract:-
"Apart from public health risks, the toxic starch scandal has damaged the nation’s culinary reputation and damaged businesses at night markets. The industrial starch was found in mostly traditional Taiwanese food and drink, such as tapioca pearls in bubble tea, gluttonous dumplings, Hakka rice noodles, oyster omelets and sweet taro balls."


http://www.asiaone.com/News/Latest%2BNew...26669.html

The prosecutors office pointed out that Rico had started purchasing industry-grade EDTA-2Na in 2008 at a relatively cheap wholesale price at time when edible-grade EDTA-2Na being three to four times the price. The chemicals were then mixed into food ingredients and shipped off to A.G.V. and Uni-President under the false labels of "agar powder" and "tapioca powder," before being made into tofu pudding and jelly snacks.

[Stockerman]

NAV of Yamada is only 24 cents. It is already trading beyond its NAV (provided NAV is real)...
Somemore, this is S-chip. No doubt Sam Goi has put his foot into it. Not sure if he is putting his foot in graveyard..

[Stockerman]

Sam Goi is smart enough not to "invest too much" in Yamada. Afterall, it is fundamentally a S-chip...
He is willing to reduce his stake in Yamada...

****
GLOBAL YELLOW PAGES DIVERSIFIES INTO FOOD; TAKES 18.57% STAKE IN SGX-LISTED YAMADA GREEN RESOURCES
a. GYP enters into a share swap agreement with Yamada’s Chairman and CEO, whereby GYP will issue 11.16% new shares to the latter in exchange for a 8.25% stake in Yamada
b. Mr Sam Goi Seng Hui forges strategic alliance between GYP and Yamada by reducing his stake in Yamada

[BlueKelah]

Sam Goi is smart enough not to "invest too much" in Yamada. Afterall, it is fundamentally a S-chip...
He is willing to reduce his stake in Yamada...

****
GLOBAL YELLOW PAGES DIVERSIFIES INTO FOOD; TAKES 18.57% STAKE IN SGX-LISTED YAMADA GREEN RESOURCES
a. GYP enters into a share swap agreement with Yamada’s Chairman and CEO, whereby GYP will issue 11.16% new shares to the latter in exchange for a 8.25% stake in Yamada
b. Mr Sam Goi Seng Hui forges strategic alliance between GYP and Yamada by reducing his stake in Yamada

agreed, I wont touch this share until it crash till at least at / below the 12 cents value which Sam Goi bought in. He must have access to more of the company financials than us to agree to buy in at that price... (oh just found out Sam Goi is singapore's representative to Fuzhou, makes sense why he would want shares in Yamada...)

My fascination with this counter is because they are producing one of my favourite type of mushrooms!

Would profits really increase a lot if Tee Yih Jia started using yamada mushrooms as a possible synergy?


Awaiting patiently....

[Stockerman]

Sam Goi has put it nicely, i.e. giving up his share holdings. Actually for him, it is taking profits and run first. If it is really so good, no one will give up so easily...haha

Sam Goi is smart enough not to "invest too much" in Yamada. Afterall, it is fundamentally a S-chip...
He is willing to reduce his stake in Yamada...

****
GLOBAL YELLOW PAGES DIVERSIFIES INTO FOOD; TAKES 18.57% STAKE IN SGX-LISTED YAMADA GREEN RESOURCES
a. GYP enters into a share swap agreement with Yamada’s Chairman and CEO, whereby GYP will issue 11.16% new shares to the latter in exchange for a 8.25% stake in Yamada
b. Mr Sam Goi Seng Hui forges strategic alliance between GYP and Yamada by reducing his stake in Yamada

agreed, I wont touch this share until it crash till at least at / below the 12 cents value which Sam Goi bought in. He must have access to more of the company financials than us to agree to buy in at that price... (oh just found out Sam Goi is singapore's representative to Fuzhou, makes sense why he would want shares in Yamada...)

My fascination with this counter is because they are producing one of my favourite type of mushrooms!

Would profits really increase a lot if Tee Yih Jia started using yamada mushrooms as a possible synergy?


Awaiting patiently....

[greengiraffe]

during the last cycle we have oei and chew brothers... this cycle we can enjoy pohpia if you dare...

the real godfathers simply keep their focus on their business and pay good dividends when the time comes... unlike many others that tried to play "god"

Sam Goi has put it nicely, i.e. giving up his share holdings. Actually for him, it is taking profits and run first. If it is really so good, no one will give up so easily...haha

Sam Goi is smart enough not to "invest too much" in Yamada. Afterall, it is fundamentally a S-chip...
He is willing to reduce his stake in Yamada...

****
GLOBAL YELLOW PAGES DIVERSIFIES INTO FOOD; TAKES 18.57% STAKE IN SGX-LISTED YAMADA GREEN RESOURCES
a. GYP enters into a share swap agreement with Yamada’s Chairman and CEO, whereby GYP will issue 11.16% new shares to the latter in exchange for a 8.25% stake in Yamada
b. Mr Sam Goi Seng Hui forges strategic alliance between GYP and Yamada by reducing his stake in Yamada

agreed, I wont touch this share until it crash till at least at / below the 12 cents value which Sam Goi bought in. He must have access to more of the company financials than us to agree to buy in at that price... (oh just found out Sam Goi is singapore's representative to Fuzhou, makes sense why he would want shares in Yamada...)

My fascination with this counter is because they are producing one of my favourite type of mushrooms!

Would profits really increase a lot if Tee Yih Jia started using yamada mushrooms as a possible synergy?


Awaiting patiently....

[BlueKelah]

So did GYPL headed by mah bow tan kena con by SAm Goi?

From what I read sam goi always tries to create networks between china and singapore, since he was born there originally anyways...