SM1 0.00% 27.0¢ synlait milk limited

Bright and A2 are seriously impressive companies in their own...

  1. 85 Posts.
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    Bright and A2 are seriously impressive companies in their own right…and when combined complete a exceptional product to market relationship that delivers value in every area, from the quality of the product through to the food security desires of China, and was making all involved some serious coin.
    No one is going to be throwing that away, neither Bright nor A2, sure A2 can go to another manufacturer but we all know it’s not actually that easy and gives them no where near the access to market security Bright does, and China loves and wants the quality and security of the A2 product.
    These two companies combined make an extremely profitable value proposition, do not kid yourselves in any way they both don’t know this.
    I feel this company is going to be taken over by Bright, most probably in a JV with A2, at an offer somewhere between 1.80 - 2.20 (NZ) and it will be fantastic news for A2, production security, market access, profit sharing with their own supplier…all this agro between these two is just negotiating, smoke and mirrors while they sort the final ownership structure and future profit split.
 
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