AHF

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1.9¢ australian dairy nutritionals limited

Ann: CEO & Investor Small Cap Conference Presentation, page-7

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05/11/19

21:18

Post #: 41263936
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Originally posted by DairyDonkey ↑

I very much agree with the vision of the company and that there is room in the market for what they are trying to accomplish. But my sentiment is similar to wgly.

I simply think they do not have the technical experience nor the funds to execute the strategy. My particular concern being in regards to IMF. Who is their technical manager with the experience in infant formula? Both the formulations and to advise on plant design and impact that will have on the formulation process? Because buying the Flaheys formulations doesnt mean you have a recipe list fit for your second hand plant. Speaking Of secondhand plants at $1.5mil for a 400kg/hr dryer/plant and relocation... that sounds like the cost of the metal in itself... maybe the score of the century but most likely they will struggle to get even the skim powder in spec without another $5mil+ in remediation work.

I would expect there stage 1 to blow out by 70-120%. Even with that if they are making money within 3yrs of commissioning I think they deserve a medal. As for stage 2, again realistically they need $60mil minimum for that strategy and for that I would like to see someone in the exec team with a history in commissioning dryers so they wouldnt need to outsource so much of the project management.

I believe there will be far more pain ahead for the shareholders in this one. But five years from now if its there should be enough jaded shareholders willing to give away shares at the moment they will likely get a bit of traction. More likely they go broke and the organic dairy farms end up supply ACM or ODFA.

regards
DD

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Fully agree with you.
Its a long way before even anything close to making shareholders happy .

For sure they will go over budget. Your probably correct. Let alone more stages.

They may have even got it from a scrap yard! ! No ones knows cause they are hidding something by not telling anyone.

No one will keep pouring money in for. no return. Unless your wanting to be a creditor and get it all on the cheap when they go into administration. Im surprised they are still around.

AHF Price at posting: 11.0¢ Sentiment: None Disclosure: Not Held
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