BGA bega cheese limited

GIven milk supply is critical to BGA and the overall industry...

  1. 11,192 Posts.
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    GIven milk supply is critical to BGA and the overall industry volume only rose by 0.6 per cent across Australia in FY 21, this paragraph from the CEO's analysis is important, and probably needs an analyst to extract further detail given that Victoria is #1 for dairying in Oz:

    ...competitive market and pressures
    on milk supply remain strong. While we
    increased our milk intake through the
    acquisition, we lost some milk supply in
    Victoria due to the end of the two-year
    Koroit supply guarantee with Saputo, strong
    competition for milk, and supplier exits due
    to retirements and alternative land use. We
    have harmonised milk supply arrangements
    under the One Bega integration process
    including milk management, a milk services
    function, dairy code complaint milk supply
    contracts, and milk pricing systems for all
    regions.
 
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(20min delay)
Last
$5.20
Change
0.070(1.36%)
Mkt cap ! $1.586B
Open High Low Value Volume
$5.15 $5.22 $5.15 $1.937M 373.5K

Buyers (Bids)

No. Vol. Price($)
4 900 $5.20
 

Sellers (Offers)

Price($) Vol. No.
$5.22 1124 2
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Last trade - 16.12pm 28/07/2025 (20 minute delay) ?
BGA (ASX) Chart
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