AHF 4.55% 2.3¢ australian dairy nutritionals limited

I look forward to see what they come up with for acquisitions...

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  1. 12,193 Posts.
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    I look forward to see what they come up with for acquisitions but with some trepidation given their past comments on organics and other mini-league ideas. Whether it be further farms or a new processing plant or more bio assets or farm improvements is yet to be seen but they can't do anything at CDC unless they intend acquiring the whole thing and displacing the other user of the processing facilities but that is lease bound so would be a toughie to tackle right now unless they buy them out and that introduces a whole new dimension as it operates a semi co-op type arrangement.

    Maybe it is new consumer channels, export channels into non-chinese asian markets, a fresh marketing campaign, new genetics for bio assets, some automation at the farm (eeek!), some automation at CDC (eeek for employees!), increase cow/acre density (shivers at the though of sliding in System x style farming), new product lines or god knows what else.

    The AGM might be more explanatory than any pending announcement but lets see what they come up with and judge them on that.
 
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