BGA bega cheese limited

Ann: FY2020 Results Conference, page-5

  1. 1,893 Posts.
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    Agree with B honey comments, very poorly marketed from what I can see so far.

    I expect the CCP with not be happy with this decision and so far the dairy exports have been not hit by the trade war tactics. Hopefully things continue and this decision doesn't trigger things to change.

    Personally i'm on the fence about the decision not to sell, Kirin is Japanese owned so a lot of the profits don't stay here anyway, Chinese owned opens up a large market opportunity, higher demand which is a good thing for local farmers.

    Interesting to see what todays presentation from BGA brings
 
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