Yes blending and canning was my first guess as well, it's long overdue and makes 100% sense. At least NZ makes sense.
Not sure how overseas would fit in - they ship in the bulk milk powders from NZ then finish the product in China? Perhaps there is a cost advantage to this but also seems a little riskier in terms of supply chain control / quality management.
I've wondered that for a while but the fact nothing has happened (it's been on the market ages) suggested it wasn't attractive. The main reason being it is on the other wide of the country as MVM. Buying Pokeno seems like overkill too as it'd have a large pricetag and they seemingly don't need that much capacity.
A2M Price at posting:
$6.25 Sentiment: Buy Disclosure: Held
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