AHF australian dairy nutritionals limited

let's guess the SP after CDC acquisition next week, page-102

  1. 29,042 Posts.
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    I wait for 50 mill/l per annum

    I also wait for an ann by AHF that CDC can cope with 50 mill l.

    I wait for CDC to receive our own milk and not get milked by Fonterra

    I wait until the cows come home but as you say....GROWTH STOCK......so I wait and enjoy the milestones when they come

    Organics from goats, cow poop pellets and some unknown JV is a little concerning. I would have thought they get their 50 mill first and some quality product out the back-end of CDC with on-going aggregation and acquisitions. Fresh milk just appears to be a bigger market and I would prefer a bigger slice of the fresh market, both internationally and domestic. Organics can come later IMO but not my call.

    FRESH is best
 
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