Agria (GRO)

TSIF (98.78) Submitted: 6/20/2009 11:42:35 AM : Start Price: $2.74 GRO Score: +16.42

What do seeds, sheep, blackberry, and white pine seedlings have in common? A relatively small company in China called Agria. I rate Agria as speculative, but promising. Speculative as it's in China, access to "the books" are limited, it's small, it has negative margins. Promising, as it's in China, its in Agriculture and urban development. It's hybrid sheep could be a benefit as agriculture matures to feed the populace. How well sheep rate in China over rice, however, I have no idea. What does access to 27,000 acres of farmland spead over 7 provinces in China get you? I have no idea, but labor is cheap, food is necesary, and the Chines govenment is working on urban sprawl. Agria is relatively small, seems to be "GRO"wing, and certainly meets my risk/reward ratio here on CAP's at today's share price. Baaaaaaaaaaa.