I really like JH, as I have previously said - she has a charisma that Geoff B lacked, so if she has the business mind that he did, then the company will flourish even more so than it has to date. I also think that she talks very well about the company having only been in the job a few weeks, and I think soon we will see her become a bit more aggressive with her commentary.
I also get the impression from recent interviews that the Fonterra / a2 relationship is going to provide much more upside / profit that the market currently expects - the only question is - in which FY will we see the material effect?
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