BGA 0.19% $5.14 bega cheese limited

Ann: Results Conference Presentation - 1H FY2018, page-8

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    Had a more thorough look and SP drop may have been due to outlook on milk prices going forward, however i prefer to look further into the future and i can see significant demand for milk and related products as Asian countries look for more dairy and from countries where green credentials prevail, and there are going to be more middle men companies looking to get into this growing market and they will need to be supplied from somewhere, so i am a bit more comfortable with the longer term outlook.
    Hey we are no A2 milk but we do have a good play on the asian market.
 
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