No Barry is no mate, although I have had many discussions with him over the years.
I'm not sure what you wanted, considering the imbalance in milk prices Aus v world what did you think would happen, bulk has been in trouble but they have managed it and have actually done better than they forecast, branded is doing well.
One feels that many would agree that prudent capital management was probably wise considering the uncertain times, and selling and leasing back is not new, BGA have done it before and many in industry think its a great model to work off. You think it is ridiculous, many see the logic.
Once again if you don't like the management move on, pay your CG and be happy with what you get.
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