I have A2M;Bal;AHF & MGC -they are all good in their fields & have a China sales theme.
AHF could surprise now they have Camperdown Dairy which has yoghurt, cheese & milk/powder.
Deal gets finalised 29th January &the factory is profitable & only operating at 50% capacity.
I guess AHFs other farms were using Warnambool or such to process-this means the factory will run at a higher efficiency with the extra farms going thru Camperdown & they have a decent lot of product for China.
Camperdown can land product in China within 7 days & also supplies Woolies & other locals.
Negative side-they intend to buy more farms & this will keep profits sidetracked, but at least the company will be growing reasonably fast.
Watch CGC for China fruit & vegies.
A2M Price at posting:
$1.62 Sentiment: Buy Disclosure: Held
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