when a management messes with a product that is "unmessable" in steps another management that thinks that they can unlock the opportunity there better than the current lot...
IF there is still money in milk (which I am 100% confident that it is), then this is the best case for a change in management (or ownership via a TO)...
this has been a recurring theme here - "a TO is in the offing " but has never come, so do we think at 520 this is ripe for someone to lob in a 50% premium offer at say 750~800 and get this taken out?
Is this company worth 5-6 billion AUD to someone?
why still in doldrums?, page-51
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