Not sure whether this event is a minus or a plus because making cheese for COLES and worth $60 mill is a lot of revenue but depending on how China restricts import of formula and other powdered milk, perhaps it open up capacity for BGA to expand after all they have 1 year to transform and shift production and they already have a infant formula partner in BKL and they are ALREADY in CHina ...
Now that MGC ( Murray Goulburn) has to focus on Cheese perhaps they may not be a threat to the infant formula producers?
We have to wait for dust to settle but i guess investors are always nervous !!!!
A2M $3 Party, page-727
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