KOOROORACOMMODITIES糧食農(nóng)業(yè)和糧食貿(mào)易項(xiàng)目課件

KOOROORACOMMODITIES

糧食農(nóng)業(yè)和糧食貿(mào)易項(xiàng)目。中效集團(tuán)編制1謝謝觀賞2019-5-27KOOROORACOMMODITIES

糧食農(nóng)業(yè)和糧食貿(mào)KOOROORACOMMODITIES

Grainfarmingandgraintradingproject.Pre-NDApresentation(English)PreparedbySinogieConsultingGroup2謝謝觀賞2019-5-27KOOROORACOMMODITIES

Grainfa介紹這是一個(gè)極好的投資機(jī)會(huì)。這個(gè)項(xiàng)目將能夠確保每年提供40,000噸或更多的小麥，并且以比目前低的多的價(jià)格提供給中國(guó)。我們已經(jīng)確定了毛利率約為31美元/每噸：這相當(dāng)于每年124萬(wàn)美元的毛利，凈資產(chǎn)收益率將在10％左右。中國(guó)的投資者有能力直接銷售這些小麥給中國(guó)的終端用戶將進(jìn)一步增加利潤(rùn)。3謝謝觀賞2019-5-27介紹這是一個(gè)極好的投資機(jī)會(huì)。這個(gè)項(xiàng)目將能夠確保每年提供40,IntroductionThisisanopportunitytoinvestinaprojectwhichwillbeabletosecure40,000tonnesofwheatormoreperyear,anddeliverittoChinaatfarlowerpricesthanarecurrentlypossible.WehaveidentifiedagrossmarginofapproximatelyUS$31pertonne:thisequatestoagrossprofitofUS$1.24millionperyear,oranROEofaround10%.AChineseinvestorwiththeabilitytosellwheatdirectlytoChineseend-userswouldbeabletofurtherincreasethismargin.4謝謝觀賞2019-5-27IntroductionThisisanopportu投資的是什么？我們的客戶(RobertsFarming)經(jīng)營(yíng)一個(gè)靠近新南威爾士州（“新州”）達(dá)博的龐大農(nóng)場(chǎng)已經(jīng)有60年的歷史。投資者將把KoorooraCommodities的股權(quán)劃分為一個(gè)新的實(shí)體。KoorooraCommodities將由RobertsFarming擁有一部分，另外的部分將由一個(gè)或更多的中國(guó)投資者擁有。KoorooraCommodities的價(jià)值將在1,400萬(wàn)澳元。RobertsFarming將保持KoorooraCommodities中48%的股權(quán)。

我們需要投資740萬(wàn)澳元來(lái)獲得KoorooraCommodities中52%的股權(quán)。這可以由一個(gè)投資者投資740萬(wàn)澳元或由兩個(gè)投資者各出370萬(wàn)澳元來(lái)各自獲得26%的股權(quán)。單獨(dú)投資370萬(wàn)澳元并投資130萬(wàn)澳元的新南威爾士州政府債券可能將有資格獲得顯著投資人簽證。這些數(shù)字是可以商量的。5謝謝觀賞2019-5-27投資的是什么？我們的客戶(RobertsFarming)Whatistheinvestment?Ourclient(RobertsFarming)hasoperatedalargewheatfarmclosetoDubbo,NSW,for60

years.Theinvestorwouldbetakingastakeinanewentity,KoorooraCommodities.KoorooraCommoditieswillbepartownedbyRobertsFarming,andpartownedbyoneormoreChineseinvestors.KoorooraCommoditieswillbevaluedatA$14million.RobertsFarmingwillmaintaina48%stakeinKoorooraCommodities.WeneedaninvestmentofA$7.4millionfora52%stakeinKoorooraCommodities.ThiscouldcomefromoneinvestorwithA$7.4million,ortwoinvestors,eachtakinga26%stakeforA$3.7million.AnindividualwhoinvestedA$3.7million,andinvestedA$1.3millioninNewSouthWalesgovernmentbonds,mayqualifyforaSignificantInvestorVisa.Thesefiguresarenegotiable.6謝謝觀賞2019-5-27Whatistheinvestment?Ourcli投資的是什么？(2)KoorooraCommodities將涉及以下業(yè)務(wù)：直接出售RobertsFarming的小麥和其他糧食到中國(guó)。直接出售鄰近農(nóng)場(chǎng)的小麥和其它糧食到中國(guó)。儲(chǔ)存，集裝箱化并運(yùn)輸小麥和其它糧食。直接種植角豆樹(shù)，收獲角豆并出售到中國(guó)。該公司還將擁有2,000畝的耕地。

7謝謝觀賞2019-5-27投資的是什么？(2)KoorooraCommoditieWhatistheinvestment?(2)KoorooraCommoditieswillbeinvolvedinthefollowingbusinesses:SellingRobertsFarming’swheatandothergraindirectlytoChina.Sellingneighbouringfarms’wheatandothergraindirectlytoChina.Storing,containerisingandtransportingwheatandothergrain.Growingcarobtrees,harvestingscarob,andsellingcarobdirectlytoChina.Thecompanywillalsoown2,000acresoffarmland.8謝謝觀賞2019-5-27Whatistheinvestment?(2)Koo機(jī)會(huì)是什么？達(dá)博的周邊地區(qū)是澳大利亞最有生產(chǎn)力的小麥主產(chǎn)區(qū)之一。達(dá)博周邊地區(qū)許多種植的小麥中國(guó)正在食用。達(dá)博離最近的主要港口(Newcastle)不到400公里，離最近的集裝箱港口(悉尼的PortBotany)才剛剛超過(guò)400公里。9謝謝觀賞2019-5-27機(jī)會(huì)是什么？達(dá)博的周邊地區(qū)是澳大利亞最有生產(chǎn)力的小麥主產(chǎn)區(qū)之Whatistheopportunity?TheareaaroundDubboisoneofthemostproductivewheat-growingareasinAustralia.MuchofthewheatgrownaroundDubboiseateninChina.Dubboisjustunder400kmfromthenearestmajorport(Newcastle),andjustover400kmfromthenearestcontainerport(PortBotanyinSydney).10謝謝觀賞2019-5-27Whatistheopportunity?Thear機(jī)會(huì)是什么？(2)在離開(kāi)農(nóng)場(chǎng)并到達(dá)Newcastle或PortBotany之間，小麥經(jīng)過(guò)5個(gè)貿(mào)易公司。這五家公司每年都盈利。我們的機(jī)會(huì)就是繞過(guò)貿(mào)易公司并獲得他們的利潤(rùn)。11謝謝觀賞2019-5-27機(jī)會(huì)是什么？(2)在離開(kāi)農(nóng)場(chǎng)并到達(dá)Newcastle或PoWhatistheopportunity?(2)BetweenleavingthefarmandarrivingatNewcastleorPortBotany,thewheatgoesthroughuptofivetradingcompanies.Eachofthesefivecompaniesmakesaprofit.Ouropportunityistobypassthetradingcompaniesandtaketheirprofit.12謝謝觀賞2019-5-27Whatistheopportunity?(2)Be機(jī)會(huì)是什么？(3)隨著全球?qū)Z食需求的不斷增長(zhǎng)，糧食價(jià)格將繼續(xù)增加。隨著中國(guó)對(duì)肉類需求的增長(zhǎng)，對(duì)動(dòng)物谷物飼料的需求將繼續(xù)增加。由于糧食價(jià)格上漲，農(nóng)業(yè)用地的價(jià)格將會(huì)上漲。KoorooraCommodities能在可預(yù)測(cè)的價(jià)格中提供投資者一個(gè)穩(wěn)定的糧食供應(yīng)。KoorooraCommodities的長(zhǎng)角豆作物讓投資者獲得高品質(zhì)的動(dòng)物食品添加劑，這將提高它的價(jià)值。KoorooraCommodities的土地所有權(quán)將因土地價(jià)格上漲給投資者一個(gè)額外的投資回報(bào)。13謝謝觀賞2019-5-27機(jī)會(huì)是什么？(3)隨著全球?qū)Z食需求的不斷增長(zhǎng)，糧食價(jià)格將Whatistheopportunity?(3)Asworldwidedemandforfoodgrows,grainpriceswillcontinuetoincrease.AsChinesedemandformeatgrows,demandforanimal-feedgrainswillcontinuetoincrease.Asgrainpricesrise,agriculturallandpriceswillrise.KoorooraCommoditiescanoffertheinvestorastablesupplyofgrainatpredictableprices.KoorooraCommoditiescarobcropgivestheinvestoraccesstoahigh-qualityanimal-foodadditivewhichisgrowinginvalue.KoorooraCommodities’landownershipgivestheinvestoranadditionalreturnoninvestmentaslandpricesrise.14謝謝觀賞2019-5-27Whatistheopportunity?(3)As資產(chǎn)總結(jié)KoorooraCommodities將有以下資產(chǎn)：15謝謝觀賞2019-5-27資產(chǎn)總結(jié)KoorooraCommodities將有以下資SummaryofassetsKoorooraCommoditieswillhavethefollowingassets:16謝謝觀賞2019-5-27SummaryofassetsKoorooraComm投資選擇我們可以看到兩個(gè)基本的投資選擇。RobertsFarming將會(huì)愿意在有更大投資回報(bào)的前提下進(jìn)一步稀釋它的股權(quán)。

17謝謝觀賞2019-5-27投資選擇我們可以看到兩個(gè)基本的投資選擇。17謝謝觀賞2019InvestmentoptionsWeseetwobasicinvestmentoptions.RobertsFarmingwouldbewillingtodiluteitsequitystakeinreturnforalargerinvestment.18謝謝觀賞2019-5-27InvestmentoptionsWeseetwob關(guān)于RobertsFarmingRobertsFarming60年來(lái)一直參與達(dá)博附近的大規(guī)模小麥種植。

RobertsFarming目前擁有10,000畝耕地，每年生產(chǎn)約8000噸的糧食。RobertsFarming作為一個(gè)獨(dú)立單元是一個(gè)可行的農(nóng)場(chǎng)。不管怎樣，它試圖通過(guò)直接出售KoorooraCommodities的小麥到中國(guó)來(lái)提高它的盈利能力。19謝謝觀賞2019-5-27關(guān)于RobertsFarmingRobertsFarmiAboutRobertsFarmingRobertsFarminghasbeeninvolvedinlarge-scalewheatfarmingnearDubbofor60years.RobertsFarmingcurrentlyowns10,000acresoffarmland,andproducesapproximately8,000tonnesofgrainperyear.RobertsFarmingis,asastandaloneunit,aviablefarmingoperation.However,itseekstoimproveitsprofitabilitythroughthedirectsaleofwheattoChinathroughKoorooraCommodities.20謝謝觀賞2019-5-27AboutRobertsFarmingRobertsF關(guān)于RobertsFarming(2)RobertsFarming在新南威爾士州大規(guī)模糧食種植上有幾十年的經(jīng)驗(yàn)。

其管理團(tuán)隊(duì)非常熟悉當(dāng)?shù)氐臍夂?；收獲趨勢(shì)，交通問(wèn)題，成本投入和所有在該地區(qū)與農(nóng)業(yè)相關(guān)的其它問(wèn)題。它在糧食運(yùn)輸上有自己的車和大量的經(jīng)驗(yàn)。其管理團(tuán)隊(duì)實(shí)力雄厚，與其他當(dāng)?shù)剞r(nóng)場(chǎng)；運(yùn)輸公司；設(shè)備供應(yīng)商和集裝箱運(yùn)輸公司有緊密的聯(lián)系。21謝謝觀賞2019-5-27關(guān)于RobertsFarming(2)RobertsFAboutRobertsFarming(2)RobertsFarminghasmanydecadesofexperienceinlarge-scalegrainfarminginNewSouthWales.Itsmanagementteamisfamiliarwithclimateandharvesttrend,transportationissues,inputcosts,andalloftheotherissuesrelevanttofarmingintheregion.Ithasitsowntrucks,andagreatdealofexperienceingraintransportation.Itsmanagementteamhasstrong,well-establishedlinkswithotherlocalfarms,transportationcompanies,equipmentprovidersandcontainerisationcompanies.22謝謝觀賞2019-5-27AboutRobertsFarming(2)Rober機(jī)會(huì)–

糧食貿(mào)易R(shí)obertsFarming(“RF”)將創(chuàng)建一個(gè)新的實(shí)體，KoorooraCommodities(“KC”)。

KC將在自己的土地上建立6,000噸的糧食儲(chǔ)存設(shè)施。

KC將以有競(jìng)爭(zhēng)力的價(jià)格買(mǎi)下RobertsFarming的糧食。KC也將以有競(jìng)爭(zhēng)力的價(jià)格買(mǎi)下附近農(nóng)場(chǎng)的糧食。KC將與合作伙伴合作在達(dá)博使糧食集裝箱化。

集裝箱化的糧食將直接以鐵路運(yùn)送到PortBotany并船運(yùn)到中國(guó)。KC將直接出售糧食給貿(mào)易公司或中國(guó)的終端用戶。23謝謝觀賞2019-5-27機(jī)會(huì)–

糧食貿(mào)易R(shí)obertsFarming(“RF”)Theopportunity–

graintradingRobertsFarmingwillcreateanewentity,KoorooraCommodities(“KC”).KCwillbuilda6,000tonnegrain-storagefacilityonitsownland.KCwillbuyRobertsFarming’sgrainatacompetitiveprice.KCwillalsobuygrainfromneighbouringfarmsatacompetitiveprice.KCwillworkwithapartnertocontainerisegraininDubbo.ThecontainerisedgrainwillbesentbyraildirectlytoPortBotany,andthenshippedtoChina.KCwillsellgraindirectlytotradingcompaniesand/orend-usersinChina.24謝謝觀賞2019-5-27Theopportunity–

graintradi機(jī)會(huì)–

糧食貿(mào)易(2)我們相信將會(huì)有大范圍的盈利。(以下數(shù)據(jù)是根據(jù)中級(jí)小麥的澳大利亞標(biāo)準(zhǔn)白標(biāo)準(zhǔn)（ASW），在2013年2月18日的價(jià)格。)根據(jù)ASW標(biāo)準(zhǔn)，在靠近達(dá)博的吉爾甘德拉出廠價(jià)為223澳元/噸。在PortBotany碼頭上，充分記錄密封條件下，集裝箱小麥的DCT價(jià)格為334美元（327澳元）/噸由此得出的總利潤(rùn)率為104澳元/噸。25謝謝觀賞2019-5-27機(jī)會(huì)–

糧食貿(mào)易(2)我們相信將會(huì)有大范圍的盈利。25謝謝觀Theopportunity–

graintrading(2)Webelievethereissignificantscopeforprofit.(ThefiguresbelowarebasedonAustralianStandardWhite(“ASW”),amedium-gradewheat.PricesareasatFebruary18,2013.)Thefarm-gatepriceforASWinGilgandra,nearDubbo,wasA$223pertonne.TheDCTpriceforfully-documentedsealed,containerisedwheatonthedockatPortBotanywasUS$334(A$327)pertonne.ThisgivesatotalmarginofA$104pertonne.26謝謝觀賞2019-5-27Theopportunity–

graintradi機(jī)會(huì)–

糧食貿(mào)易(3)吉爾甘德拉出廠價(jià)和PortBotany碼頭DCT價(jià)格之間的差異為104澳元/噸。任何達(dá)博的農(nóng)場(chǎng)使用集裝箱運(yùn)輸在70公里半徑內(nèi)將花費(fèi)15澳元/噸。這些運(yùn)輸費(fèi)用將由RobertsFarming和外部承包商來(lái)執(zhí)行：應(yīng)該可以有折扣。KC的集裝箱伙伴將以65澳元/噸的價(jià)格來(lái)集裝箱化小麥并用火車來(lái)運(yùn)輸?shù)絇ortBotany。（我們相信將可以減少到60澳元/噸或更低，但我們將以65澳元/噸來(lái)計(jì)劃）文件編制它們將花費(fèi)3澳元/噸。KC從農(nóng)場(chǎng)運(yùn)輸，集裝箱化，記錄并運(yùn)輸小麥到港口的最大成本為83澳元/噸。KC計(jì)劃的最低利潤(rùn)為21澳元/噸。我們預(yù)計(jì)可以實(shí)現(xiàn)更高的利潤(rùn)。拋開(kāi)計(jì)劃的最低利潤(rùn)，我們相信其最低利潤(rùn)可以達(dá)到29-31澳元/噸。27謝謝觀賞2019-5-27機(jī)會(huì)–

糧食貿(mào)易(3)吉爾甘德拉出廠價(jià)和PortBotanTheopportunity–

graintrading(3)Thedifferencebetweenthefarm-gatepriceatGilgandraandtheDCTpriceatPortBotanyisA$104pertonne.Transportationfromanyfarmwithina70kmradiusofDubbotoacontainerisationfacilitywillcostA$15pertonne.ThistransportationwillbecarriedoutbyRobertsFarmingandoutsidecontractors:discountsshouldbeavailable.KC’scontainerisationpartnerwillcontainerisethewheatandsenditbytraintoPortBotanyforA$65pertonne.(WebelievethatitwillbepossibletoreducethistoA$60pertonneorlower,butwewillusetheA$65priceforplanning.)DocumentationcostsareA$3pertonne.ThemaximumcosttoKCoftransportingwheatfromfarms,containerisingthem,documentingthem,andtakingthemtoportisthereforeA$83pertonne.ThisgivesKCaprojectedminimummarginofA$21pertonne.Weexpectthathighermarginscanbeachieved.Withprojecteddiscounts,webelieveaminimummarginofA$29-31pertonne

canbeachieved28謝謝觀賞2019-5-27Theopportunity–

graintradi糧食貿(mào)易–

毛利率我們的初始目標(biāo)是每月出貨1,000噸:超過(guò)一半以上的糧食將來(lái)自RobertsFarming。在第四年，我們預(yù)計(jì)出貨量會(huì)上升到每周1,000噸，第五年，這將提升到每周1,250噸。29謝謝觀賞2019-5-27糧食貿(mào)易–

毛利率我們的初始目標(biāo)是每月出貨1,000噸:超Graintrading–

grossmarginsWehavetargetedinitialshipmentsof1,000tonnespermonth:morethanhalfofthiswillbeaccountedforbyRobertsFarming.ByYear4,weexpectshipmentstoriseto1,000tonnesperweek,andbyYear5,thisshouldriseto1,250tonnesperweek.30謝謝觀賞2019-5-27Graintrading–

grossmargins糧食貿(mào)易–

糧食確保KC將有2,000畝土地。大約1000畝的土地將由RF來(lái)種植糧食。這將產(chǎn)生每年約1,000噸的小麥。RF將繼續(xù)種植它自己的土地并產(chǎn)生每年約6000到8000噸的小麥。

剩余的小麥將

從RF和KC

100公里半徑內(nèi)

（多數(shù)來(lái)自

西北）的鄰

近農(nóng)場(chǎng)來(lái)購(gòu)買(mǎi)。

31謝謝觀賞2019-5-27糧食貿(mào)易–

糧食確保KC將有2,000畝土地。大約1000Graintrading–

securinggrainKCwillhave2,000acresofland.Around1,000acresofthiswillbefarmedforgrainbyRF.Thiswillproducearound1,000tonnesofwheatperyear.RFwillcontinuetofarmitsownland,andwillproduce6,000to8,000tonnesof

wheatperyear.Theremainingwheat

willbepurchased

fromneighbouring

farms,withina

100kmradius

(moretothe

Northwest)ofthe

RFandKCsite.32謝謝觀賞2019-5-27Graintrading–

securinggrai糧食貿(mào)易–

糧食確保(2)21-41澳元的利潤(rùn)率中我們相信KC可以用安全的手段比其他達(dá)博貿(mào)易商多幾美元/噸的價(jià)格來(lái)支付給農(nóng)民。支付略高的價(jià)格將使我們能夠保證糧食供應(yīng)，同時(shí)保持強(qiáng)勁的利潤(rùn)率。支付更高的價(jià)格可能并不會(huì)是必要的。多數(shù)交易商在糧食交付后的30-60天或更多的時(shí)間后才支付給農(nóng)民。大多數(shù)農(nóng)民都資金短缺。他們更愿意立即支付。200萬(wàn)澳元的運(yùn)營(yíng)資金意味著KC可以立即支付給農(nóng)民。如果我們和其他貿(mào)易商用相同的價(jià)格支付給農(nóng)民，但我們會(huì)立即支付，更多的農(nóng)民將選擇我們。這意味著在最壞的情況下我們可能不得不放棄3-5澳元/噸的利潤(rùn)。但在大多數(shù)情況下，我們將能夠保持我們的利潤(rùn)。33謝謝觀賞2019-5-27糧食貿(mào)易–

糧食確保(2)21-41澳元的利潤(rùn)率中我們相信Graintrading–

Securinggrain(2)TheA$21-41marginthatwebelievewecansecuremeansthatKCwillbeinapositiontopayfarmersseveraldollarspertonnemorethanDubbo-basedtraders.Payingaslightlyhigherpricewillenableustosecuresupplywhilemaintainingstrongprofitmargins.Payingahigherpricewillprobablynotevenbenecessary.Mosttraderspayfarmers30-60daysormoreafterthegrainisdelivered.Mostfarmersareshortofcash.Theywouldprefertobepaidimmediately.TheA$2millioninoperatingcapitalwillmeanKCcanofferfarmerscashondelivery.Ifweofferthesamegrainpricesasothertraders,butofferimmediatepayment,mostfarmerswillchoosetodealwithus.Thismeansthat,inaworst-casescenario,wemaysometimeshavetodropourmarginbyA$3toA$5pertonne.Butinmostsituations,wewillbeabletomaintainourmargins.34謝謝觀賞2019-5-27Graintrading–

Securinggrai糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸KC設(shè)立了自己的6,000噸糧食儲(chǔ)存設(shè)施。設(shè)備，安裝和基礎(chǔ)設(shè)施成本為200萬(wàn)澳元。安裝地點(diǎn)將在KC的土地上。它將靠近CollieRoad（一條穿過(guò)車隊(duì)的柏油路）。車隊(duì)一次可以運(yùn)輸50噸糧食。

35謝謝觀賞2019-5-27糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸KC設(shè)立了自己的6,000噸糧食儲(chǔ)存Graintrading–

StorageandtransportationKCwillsetupitsown6,000-tonnegrainstoragefacility.Theequipment,installation,andgroundworkwillcostA$2,000,000.ThesitewillbeinstalledonKC’sland.ItwillbeclosetoCollieRoad(a

pavedroadwithroadtrain

access).Roadtrainscan

carry50tonnesofgrainat

atime.

36謝謝觀賞2019-5-27Graintrading–

Storageandt糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸(2)RF的車隊(duì)將被用作從儲(chǔ)存設(shè)施運(yùn)輸糧食。初始吞吐量為每年12,000噸，這將需要每天有一個(gè)運(yùn)輸50噸糧食的車隊(duì)，一個(gè)星期運(yùn)輸五天。KC的儲(chǔ)存設(shè)施一次可以儲(chǔ)存6,000噸的糧食。儲(chǔ)存設(shè)施將保持糧食的新鮮并確保沒(méi)有寄生蟲(chóng)。一直到糧食需要被運(yùn)送到集裝箱設(shè)施前，糧食將被儲(chǔ)存在KC的設(shè)施中。37謝謝觀賞2019-5-27糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸(2)RF的車隊(duì)將被用作從儲(chǔ)存設(shè)施運(yùn)Graintrading–

Storageandtransportation(2)RF’sroadtrainswillbeusedtotransportgraintoandfromthestoragefacility.Withinitialthroughputof12,000tonnesperyear,thiswillrequireone50-tonneroadtrainperday,fivedaysperweek.Upto6,000tonnesofgraincanbestoredatKC’sstoragefacilityatanyonetime.Thestoragefacilitywillkeepthegrainfreshandfreeofparasites.GrainwillbestoredatKC’sfacility

untilitneedstobetransportedto

thecontainerisationfacility.38謝謝觀賞2019-5-27Graintrading–

Storageandt糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸(3)RF將負(fù)責(zé)運(yùn)輸谷物糧食從KC的倉(cāng)庫(kù)到我們合作伙伴公司的集裝箱內(nèi)。我們的合作伙伴會(huì)當(dāng)場(chǎng)把小麥打包裝進(jìn)集裝箱內(nèi)，讓后把集裝箱放上火車。目前，我們的合作伙伴是使用租賃的火車，但打算購(gòu)買(mǎi)自己的火車，目前他們的火車是超載的。我們的可做伙伴將收取KC，每噸最高65澳元為了檢查小麥，包裝，由鐵路運(yùn)輸?shù)紹otany港口,在港口卸貨，準(zhǔn)備裝運(yùn)上貨船。我們堅(jiān)信我們的合作伙伴會(huì)進(jìn)一步減

低價(jià)格，如果我們承擔(dān)運(yùn)送更大的量。39謝謝觀賞2019-5-27糧食貿(mào)易–

儲(chǔ)存和運(yùn)輸(3)RF將負(fù)責(zé)運(yùn)輸谷物糧食從KC的Graintrading–

Storageandtransportation(3)RFwilltransportgrainasrequiredfromKC’sstoragefacilitytoourpartnerfirm’scontainerisationfacility.Ourpartnerfirmwillcontainerisethewheatonsite,andloadthecontainersontoatrain.Atpresent,ourpartnerleaseswholetrains,butourpartnerplanstobuyitsowntrains.Ourpartnerhasexcesscapacityonitstrains,andiskeentopartnerwithustousethisexcesscapacity.OurpartnerwillchargeKCamaximumofA$65pertonnetoinspectwheat,containerise

it,senditbyrailtoPortBotany,and

offloaditattheport,readytobe

loadedontoaship.Webelievethatourpartnerwillbe

willingtoreducethispricefurtherifwe

committoshippinglargevolumes.40謝謝觀賞2019-5-27Graintrading–

Storageandt長(zhǎng)豆角農(nóng)業(yè)KC將會(huì)從RF這邊獲取3,000顆長(zhǎng)豆角樹(shù)，這些豆角樹(shù)種植與2008年，將會(huì)在2018收成，而且這些樹(shù)木將會(huì)有至少100年的生命值。這些樹(shù)木經(jīng)由計(jì)算機(jī)化的灌溉系統(tǒng)之下生長(zhǎng)長(zhǎng)豆角在中東地區(qū)用于甜品食物的烹飪。長(zhǎng)豆角先廣泛用于動(dòng)物添加劑中，可以提高動(dòng)物的脾胃功能加速體重上升，在不用抗生素的情況下減少腹瀉。中國(guó)消費(fèi)者及政府對(duì)于食品安全和動(dòng)物使用藥物的問(wèn)題非常擔(dān)憂，特別是最近KFC的事件，長(zhǎng)豆角的需求會(huì)上升。41謝謝觀賞2019-5-27長(zhǎng)豆角農(nóng)業(yè)KC將會(huì)從RF這邊獲取3,000顆長(zhǎng)豆角樹(shù)，這些豆CarobfarmingKCwilltakepossessionof3,000carobtreesfromRF.Thesetreeswereplantedin2008,andwillreachcommercialmaturityin2018.Thetreeswillhaveaproductivelifeofatleast100years.Thetreesarefedbyacomputeriseddrip-irrigationsystem.CarobisusedintheMiddleEastasaningredientforsweetfood.Carobisincreasinglyusedasafoodadditiveforanimals.Itenhancesanimals’appetiteandspeedsweightgain,andpreventsdiarrhoeaandintestinalinfectionswithouttheuseofantibiotics.AsChineseconsumersandtheChinesegovernmentbecomemoreconcernedaboutfoodsafetyandtheuseofdrugsinanimals–especiallyaftertherecentKFCscandal–demandforcarobwillincrease.42謝謝觀賞2019-5-27CarobfarmingKCwilltakeposs長(zhǎng)豆角農(nóng)業(yè)（2）長(zhǎng)豆角樹(shù)需經(jīng)過(guò)以一段時(shí)間才能成熟。KC的樹(shù)木已經(jīng)有5年的時(shí)間了，將會(huì)在2018年收成，到那時(shí)每年每棵樹(shù)會(huì)產(chǎn)出至少50公斤的長(zhǎng)豆角豆莢，這個(gè)還是一個(gè)保守的估計(jì)，100公斤也是可能的。到2023年，這些樹(shù)木將會(huì)完全成熟，到那時(shí)每年每棵樹(shù)會(huì)產(chǎn)出至少100公斤的長(zhǎng)豆角豆莢，這個(gè)還是一個(gè)保守的估計(jì)，150公斤也是可能的。有一個(gè)需要注意的重點(diǎn)，因?yàn)殚L(zhǎng)豆角的需求上升，市場(chǎng)將供不應(yīng)求，然而長(zhǎng)豆角樹(shù)需要10年才有收成，15年達(dá)到收成最高點(diǎn)，長(zhǎng)豆角果園至少將要到2023年開(kāi)始出產(chǎn)。我們預(yù)期長(zhǎng)豆角的需求會(huì)上升，RF/KC的長(zhǎng)豆角將很快獲得收成。43謝謝觀賞2019-5-27長(zhǎng)豆角農(nóng)業(yè)（2）長(zhǎng)豆角樹(shù)需經(jīng)過(guò)以一段時(shí)間才能成熟。43謝謝觀Carobfarming(2)Carobtreestakesometimetoreachfullmaturity.KC’streesarealreadyfiveyearsold.Theywillreachacommercialproductionlevelofmaturityin2018,andbythen,willproduceatleast50kg

ofcarobpodspertreeperyear(thisisaveryconservativeestimate:100kgpertreeperyearispossible).By2023,theywillreachfullmaturity,andwillproduceatleast100kgofcarobpodspertreeperyear(thisisaveryconservativeestimate:150kgpertreeperyearispossible).Itisimportanttonotethat,ascarobdemandgrows,themarketwillbeunabletomeetdemand,ascarobtreestaketenyearstoreachcommercialproductionand15yearstoreachpeakproduction.Newcaroborchardswhichareplantednowwillnotbeginproductionuntilatleast2023.RF/KC’scarobcropwillreachcommercialmaturitysoonafterweexpectcarobdemandtoincrease.44謝謝觀賞2019-5-27Carobfarming(2)Carobtreest長(zhǎng)豆角農(nóng)業(yè)（3）現(xiàn)在在農(nóng)場(chǎng)長(zhǎng)角豆每公斤售價(jià)10澳元。然而，有一點(diǎn)值得注意的重要信息是去年保健品中實(shí)用長(zhǎng)角豆的售價(jià)為35澳元。我們的估價(jià)是基于市場(chǎng)項(xiàng)目的調(diào)查，但是可以達(dá)到更高的價(jià)格。有一點(diǎn)值得被注意的是該掉頭僅僅覆蓋了長(zhǎng)角豆產(chǎn)量數(shù)值。通過(guò)呵護(hù)這些樹(shù)木可以獲得更大利潤(rùn)。45謝謝觀賞2019-5-27長(zhǎng)豆角農(nóng)業(yè)（3）現(xiàn)在在農(nóng)場(chǎng)長(zhǎng)角豆每公斤售價(jià)10澳元。45謝謝Carobfarming(3)Atcurrentprices,thefarm-gatepriceofcarobpodsisA$10perkilogramme.However,itisimportanttonotethatmuchoflastyear’scropwassoldtoacompanywhichusescarobinhealthfoodsforhumanconsumption.ThiscompanypaidRFA$35perkilogramme.WehavebasedourprojectionsonamarketpriceofA$10perkilogramme,butwebelievethatfarhigherpricesareachievable.Itisworthnotingthatthisprojectiononlycoversthemarketvalueofthecarobcrop.Itwouldalsobepossibletoearncarboncreditsformaintainingthetrees.46謝謝觀賞2019-5-27Carobfarming(3)Atcurrentpr長(zhǎng)豆角農(nóng)業(yè)(4)因?yàn)槲覀儗?duì)于收入的預(yù)測(cè)比較保守，我們不對(duì)將來(lái)3~4年的收入進(jìn)行預(yù)測(cè)，但是RF已經(jīng)售出少了的長(zhǎng)角豆給予最終的用戶。截止到2018年，KC的長(zhǎng)豆角樹(shù)將出產(chǎn)每年150,000公斤。至少每公斤10澳元，總價(jià)值將達(dá)到1,500,000澳元。截止到2023年，KC的長(zhǎng)豆角樹(shù)將出產(chǎn)每年450,000公斤。至少每公斤10澳元，總價(jià)值將達(dá)到4,500,000澳元。47謝謝觀賞2019-5-27長(zhǎng)豆角農(nóng)業(yè)(4)因?yàn)槲覀儗?duì)于收入的預(yù)測(cè)比較保守，我們不對(duì)將來(lái)Carobfarming(4)Aswearemakingaconservativeincomeprojection,wearenotgoingtoprojectanyincomefromthecarobcropoverthenextfouryears.However,itshouldbenotedthatRFhasalreadysoldsmallamountsofcarobtoend-users.By2018,KC’scarobtreesshouldproduceatleast3,000x50kg=150,000kgofcarobpodsperyear.AtaminimumofA$10perkg,thesewillbeworthatleastA$1,500,000.By2023,KC’scarobtreesshouldproduceatleast3,000x100kg=450,000kgofcarobpodsperyear.AtaminimumofA$10perkg,thesewillbeworthatleastA$4,500,000.48謝謝觀賞2019-5-27Carobfarming(4)Aswearemak長(zhǎng)豆角農(nóng)業(yè)KC擁有2，000英畝的土每畝價(jià)值1,000，總值達(dá)到200萬(wàn)澳元。這些包括：谷物存儲(chǔ)面積和額外的耕作的面積達(dá)到10英畝。長(zhǎng)豆角樹(shù)果園達(dá)到35英畝。2000英畝的土地用作于谷物生產(chǎn)。我們假設(shè)RF是從KC這邊租賃土地，租賃的價(jià)格為土地價(jià)格的3%。我們堅(jiān)信最差的情況下，平均每年土地至少增長(zhǎng)2%，更快的增長(zhǎng)速度也是有可能的。這意味著RF土地租賃的價(jià)格會(huì)上漲到5%。49謝謝觀賞2019-5-27長(zhǎng)豆角農(nóng)業(yè)KC擁有2，000英畝的土每畝價(jià)值1,000，總值Landownershipand

grainfarmingKCwillownjustover2,000acresofland,valuedatA$1,000peracre,foratotalofA$2million.Thiswillinclude:Thegrainstoragesiteandadditionallandworks:10acres.Thecarobtreeorchard:35acres.2,000acresoffarmlandforgrainproduction.WeenvisageRFrentingthefarmlandfromKC.Landwillberentedfor3%ofitsvalue.Webelievethat,inaworst-casescenario,thevalueofthefarmlandwillrisebyanaverageofatleast2%peryear.Webelievethatamorerapidriseismorelikely.ThismeansthattheprojectedrateofreturnonfarmlandrentedtoRFwillbeatleast5%.50謝謝觀賞2019-5-27Landownershipand

grainfarm土地?fù)碛袡?quán)和谷物耕作（2）在澳大利亞小麥土地的價(jià)格非常低廉：在Dubbo，高品質(zhì)的土地售價(jià)為每英畝1,000澳元，對(duì)比之下在Ohio同樣的土地售價(jià)將達(dá)到10,000美元。中國(guó)政府的一些部門(mén)有發(fā)表聲明，在將來(lái)的18個(gè)月中中國(guó)對(duì)于澳大利亞農(nóng)業(yè)的投資將會(huì)大大上升?；诖它c(diǎn)，全球?qū)τ诠任锏男枨笊仙?，合理的假設(shè)每年土地的價(jià)格會(huì)上升而且高于2%。KC土地的回報(bào)因此會(huì)達(dá)到超過(guò)每年5%。51謝謝觀賞2019-5-27土地?fù)碛袡?quán)和谷物耕作（2）在澳大利亞小麥土地的價(jià)格非常低廉：Landownershipand

grainfarming(2)Australianwheat-farminglandisveryundervalued:high-qualityfarmlandnearDubbocostsaroundA$1,000peracre,comparedtoUS$10,000peracreforsimilarlandinOhio.SeveralunitsintheChinesegovernmenthavesaidthatChineseinvestmentinAustralianagriculturewillincreasesignificantlyoverthenext18months.Basedonthis,andonincreasingglobaldemandforgrain,itisreasonabletoassumethatthevalueofthelandwillincreasebyfarmorethan2%peryear.ThereturnonKC’sfarmlandisthereforelikelytobemorethan5%peryear.52謝謝觀賞2019-5-27Landownershipand

grainfarm投資回報(bào)以下的一些關(guān)于投資回報(bào)的因數(shù)會(huì)提供給KC的投資者：谷物存儲(chǔ)，集裝箱裝運(yùn)和運(yùn)輸：第一年：120,000到492,000澳元第五年和之后：600,000到2,460,000澳元租賃2,000英畝的土地給RF：2,000,000澳元之3%=60,000澳元/年2,000英畝土地的價(jià)值上升：每年2%-3%：40,000到60,000澳元/年長(zhǎng)豆角產(chǎn)量：第一年為0，第五年：1,500,000澳元53謝謝觀賞2019-5-27投資回報(bào)以下的一些關(guān)于投資回報(bào)的因數(shù)會(huì)提供給KC的投資者：5ReturnoninvestmentThefollowingfactorswillprovideKC’sinvestorswithareturnoninvestment.Grainstorage,containerisationandtrading.A$120,000toA$492,000inYear1.A$600,000toA$2,460,000inYear5andsubsequentyears.(Note–thesefiguresarecalculatedafteralltransportationcosts.)Rentalof2000acresoflandtoRF.3%ofA$2,000,000=A$60,000.Land-valueappreciationon2,000acres.2%–3%ofA$2,000,000=A$40,000–A$60,000.Carobcrop.ZeroinYear1A$1,500,000inYear5.54謝謝觀賞2019-5-27ReturnoninvestmentThefollow預(yù)計(jì)股票的回報(bào)我們提供了3種股票預(yù)計(jì)的投資回報(bào)。第一種是基于谷物貿(mào)易的利潤(rùn)，但這遠(yuǎn)遠(yuǎn)低于我們的預(yù)期。第二種是基于我們預(yù)測(cè)的利潤(rùn)（21澳元每噸）。第三種是基于一個(gè)中等的貿(mào)易售價(jià)（31澳元每噸）。這些預(yù)測(cè)包括投資者直接出售給最終用戶的收益。55謝謝觀賞2019-5-27預(yù)計(jì)股票的回報(bào)我們提供了3種股票預(yù)計(jì)的投資回報(bào)。55謝謝觀賞ProjectedreturnonequityWehaveprovidedthreesetsofprojectedreturnonequity.ThefirstisbasedonamarginongraintradingaftercostsofA$10pertonne;thisisfarlessthanweexpect.Thesecondisbasedonourprojectedminimummarginaftercostsongraintrading,ofA$21pertonne.ThethirdisbasedonamedianmarginaftercostsongraintradingofA$31pertonne.Theseprojectionsdonotincludeadditionalrevenuewhichtheinvestormaybeabletoearnbysellinggraindirectlytoend-usersinChina.56謝謝觀賞2019-5-27ProjectedreturnonequityWeh預(yù)計(jì)股票的回報(bào)-

腳本1最差的情況（谷物貿(mào)易價(jià)格為10澳元每噸，土地價(jià)值上升2%）。57謝謝觀賞2019-5-27預(yù)計(jì)股票的回報(bào)-

腳本1最差的情況（谷物貿(mào)易價(jià)格為10澳元Projectedreturn

onequity–scenario1Worst-caseprediction(graintradingmarginofA$10pertonne;2%land-valueappreciation).58謝謝觀賞2019-5-27Projectedreturn

onequity–預(yù)計(jì)股票的回報(bào)-

腳本2預(yù)測(cè)更加（谷物貿(mào)易價(jià)格為21澳元每噸，土地價(jià)值上升2.5%）。59謝謝觀賞2019-5-27預(yù)計(jì)股票的回報(bào)-

腳本2預(yù)測(cè)更加（谷物貿(mào)易價(jià)格為21澳元Projectedreturn

onequity–scenario2Baseprediction(graintradingmarginofA$21pertonne;2.5%land-valueappreciation).60謝謝觀賞2019-5-27Projectedreturn

onequity–預(yù)計(jì)股票的回報(bào)-

腳本3預(yù)測(cè)更加（谷物貿(mào)易價(jià)格為31澳元每噸，土地價(jià)值上升3.0%）。61謝謝觀賞2019-5-27預(yù)計(jì)股票的回報(bào)-

腳本3預(yù)測(cè)更加（谷物貿(mào)易價(jià)格為31澳元Projectedreturn

onequity–scenario3Optimisticprediction(graintradingmarginofA$31pertonne;3.0%land-valueappreciation).62謝謝觀賞2019-5-27Projectedreturn

onequity–附加的收益渠道–

肥料分銷我們認(rèn)為這個(gè)項(xiàng)目適合希望獲得投資簽字的投資者，或是1位投資者想獲取豐厚的投資回報(bào)和穩(wěn)定的高質(zhì)量并且低價(jià)格的谷物供應(yīng)。然而，我們認(rèn)為有一種投資者可以利用KC來(lái)獲取額外的收益。KC目前致力于把谷物從新州的郊區(qū)分銷到中國(guó)，根種的添加劑就是一種額外的收益，比如；肥料-從中國(guó)到新州的郊區(qū)。63謝謝觀賞2019-5-27附加的收益渠道–

肥料分銷我們認(rèn)為這個(gè)項(xiàng)目適合希望獲得投Additionalrevenue

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fertiliserdistributionWebelievethattheentireprojectwouldsuittwoinvestorsseekingSignificantInvestorVisas,orasingleinvestorseekingastrongreturnonequityandasteadysupplyofhigh-quality,low-costgrain.However,webelievethatonetypeofinvestorwouldbeabletouseKCtocreateanadditionalincomestream.KCissofarfocusedongettinggrainoutofruralNewSouthWales,andintoChina.Anadditionalrevenuestreamwouldinvolvemovingfarminginputs–suchasfertiliser–outofChinaandintoruralNSW.64謝謝觀賞2019-5-27Additionalrevenue

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附加的收益渠道–

肥料分銷（2）目前在新州北部有許多肥料的倉(cāng)庫(kù)。-肥料的價(jià)格在過(guò)去的幾年中上升的幅度較大，由于供應(yīng)鏈的問(wèn)題所以價(jià)格上漲不再預(yù)計(jì)之中。肥料的價(jià)格每年上漲了2倍，甚至3倍。主要的原因是因?yàn)檫\(yùn)輸?shù)膯?wèn)題。有些肥料經(jīng)由新州的貿(mào)易公司進(jìn)口到中國(guó)。多數(shù)的肥料是偽劣產(chǎn)品，NSW的貿(mào)易公司從中國(guó)貿(mào)易公司這邊購(gòu)買(mǎi)了假貨.對(duì)于中國(guó)肥料生產(chǎn)企業(yè)造成了長(zhǎng)期的聲譽(yù)影響.目前，大多數(shù)的肥料是從沿海城市進(jìn)口得來(lái)，這樣不是非常有效，英文路途非常遠(yuǎn)，有可能導(dǎo)致供應(yīng)突然中斷。我們了解到許多中國(guó)的肥料公司每年只有4個(gè)月的時(shí)間可以出口，這樣對(duì)農(nóng)民造成了供應(yīng)不穩(wěn)定的情況。65謝謝觀賞2019-5-27附加的收益渠道–

肥料分銷（2）目前在新州北部有許多肥料Additionalrevenue

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fertiliserdistribution(2)ThereiscurrentlyasevereshortageoffertiliserinNorth-WestNSW.Fertiliserpriceshaverisensignificantlyoverthepastfewyears.Pricerisesareunpredictablebecauseofsupply-chainproblems–insomeyears,fertiliserpriceshavemorethandoubled,andeventrebled,fromyeartoyear.MuchofthisisbecauseitisdifficulttotransportfertilisertoNorth-WestNSWfrombasesinSydneyandNewcastle.SomefertiliserisbeingimportedfromChinabyNSW-basedtradingcompanies.Muchofthisfertiliserisfakeorsub-standard:theNSWtradingcompaniesarebuyingfromdishonestChinesetradingcompanies.Thisiscausinglong-termdamagetothereputationofChinesefertilisermanufacturers.Atpresent,mostfertiliserisbeingimportedanddistributedfromcoastalcities.Thisisinefficient,asthesecitiesarealongwayfromthebestfarmland.Itcanalsoleadtosuppliessuddenlybeingcutoff.WeknowthatmanyChinesefertilisercompaniesareonlyabletoexportfertiliserforfourmonthsperyear.Thiscreatesproblemsforfarmersneedingasteadysupply.66謝謝觀賞2019-5-27Additionalrevenue

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附加的收益渠道–

肥料分銷（3）有效的解決方案是中國(guó)肥料公司直接出售產(chǎn)品給澳大利亞的農(nóng)民。這對(duì)于中國(guó)肥料公司來(lái)說(shuō)，他們需要確保產(chǎn)品的品質(zhì)。這對(duì)于中國(guó)肥料公司來(lái)說(shuō)，省去與那些貿(mào)易公司合作，使利潤(rùn)最大化。這對(duì)于中國(guó)肥料公司來(lái)說(shuō)，可以平衡澳洲的工業(yè)需求，因?yàn)榘闹薜男枨笫欠磿r(shí)期的。分銷中心應(yīng)該位于主要農(nóng)業(yè)產(chǎn)地的中心在國(guó)內(nèi)建設(shè)一個(gè)分銷中心可以建設(shè)運(yùn)輸成本和直接與農(nóng)民溝通。擁有一個(gè)存儲(chǔ)中心將是一件好事。肥料可以在允許的出口時(shí)間出口到澳洲，然后在澳洲存儲(chǔ)銷售。67謝謝觀賞2019-5-27附加的收益渠道–

肥料分銷（3）有效的解決方案是中國(guó)肥料Additionalrevenue

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fertiliserdistribution(3)TheidealsolutionwouldbeforaChinesecompanytosellfertiliserdirectlytoAustralianfarmers.Thiswouldallowthefertilisercompanytoensurethatonlygenuine,high-qualityfertilisergoestoAustralianfarmers.Itwouldalsoallowthefertilisercompanytobypasstradersandmaximiseprofit.SellingtoAustraliawouldallowthefertilisercompanytoevenoutdemand,asAustraliandemandiscounter-cyclicaltoChinesedemand.Thedistributioncentreshouldbeinthemiddleofprimefarmingland.Creatinganinlanddistributionhubwouldminimisetransportationcostsandallowdirectcontactwith

farmers.Itwouldbegoodtohaveastoragecent