100% agree here.
My concern, based largely on ignorance, is what do KTDs products have, that anyone else with a factory (and corresponding capital 'black hole'), can't produce.
I see Australia & NZ as having a wonderful competitive advantage in providing 'wellness' and food items to places like China. Yes.
I don't see that translating into any kind of competitive advantage to any one player.
Taking a sip at Keytone Dairy, page-92
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