SM1 2.94% 35.0¢ synlait milk limited

SM1, page-253

  1. 2,931 Posts.
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    I have mentioned before A2M is diversifying away from its reliance on SM1

    A2M has
    "a strategic relationship with Fonterra Co-operative Group Limited, providing multi-site and geographic diversification for our growing nutritionals business;
    • contracts providing access to milk pools that exceed our current usage requirements; and
    • multiple milk processors contracted in Australia and the US, mitigating reliance on a single processor in these regions"

    The loss of Pokeno WILL NOT be "fatal" for the growth of A2M

    I am content to wait for the next A2M up date and year end release which will show growth. Lets wait and see who grows the most at year end.

    Tick tock
 
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