SM1 4.23% 37.0¢ synlait milk limited

SM1, page-720

  1. 1,260 Posts.
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    i don't think it needs capital raise as stated in the announcement. However, the 1st quarter ERP disruption is very disappointing (23% normal volume vs 2nd quarter 75% normal volume). Hopefully, the ingredients volume goes back to normal in 2023 and the 23m cost is once only.
 
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