BGA 0.00% $5.38 bega cheese limited

Ann: 2024 Full Year Results Presentation, page-25

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  1. 567 Posts.
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    Question why no mention of the Bega cheese Brand with regards to cheese production and brand value ?. is it just considered a bulk commodity and of little real ongoing value (Food service?). How much value is derived from the Bega licensing agreement with Fonterra ? With Fonterra divesting its Australian Business will the license revert back to bega control once this happens by defult ?. If so does Bega have the cheese manufacturing capacity to supply the market segments ? Does Bega currently have any direct branded retail exposure with regards cheese ?
    Cheers
 
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