I could not see much mention of Synlait but talk of in sourcing, does this mean they do not see Synalit as part of their forward strategy & could they look to divest?
They are looking to move English label formula and some milk powder in house, this must result in improved margins?
They seems to be looking to increase investment in Matua valley is this with the goal of decreasing product via Synlait?
The USA link up with Hersheys as well as Walmart/Sam's club looks to be doing much better than planned & could be the start of better things from the US entry.
Also the cash they hold could be generating a decent return now compared to a couple of years ago.
Also, to me the real growth will be when more people understand what is A2 vs A1 and what is BCM7. Many on this forum may not understand as to me that is the real growth.
A2M Price at posting:
$5.40 Sentiment: Buy Disclosure: Held
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