Hhmmm I cant see it - for a spray dry asset and locked contract access to largest organic milk pool in Aus which is one of the new in things for infant supply to China it was already cheap at 40c. Agree it would easily be sub 20c if trading which makes it a very appetising asset take over target or at least equity stake by another IMF player - likely international. Its dirt cheap for a nice niche asset play.
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