BGA 0.94% $5.38 bega cheese limited

Ann: Trading Update and Sale of Port Melbourne Site, page-6

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  1. 5,581 Posts.
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    Today's MC $A1,043m.

    This is roughly what BGA spent in recent years on acquisitions:

    2017 Mondalez $A460m
    2021 Lion Dairy and Drinks $A560m

    BGA overpaid for the iconic brands in Mondalez, underpaid for Lion, probably about square overall.

    BI & team aren't covering themselves with glory in a difficult and competitive market. I continue to hold in hope of a better future. (Ha!)

    I don't expect a FY divvy.

    Ash
 
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