Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-4

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    *Not financial advice & DYOR*

    My reading/summary of the Quarterly:

    1. the money Wilton & co have invested into the business the past few years seems to be bearing fruit now. They indicated a "strong FY22-24".

    2. Now that covid pressure is easing, and with the various investments Wilton has made, the door is opening for some serious growth here.

    3. They now have a clear strategic direction arising from the co-branding deal for Saputo which they seem to be rather excited about, because they have something a global dairy giant wants (immunity support IP).

    4. There are plenty of eyes on the sector with lots of m&A activity taking place in plant-based foods. (unsurprisingly JAT appears to be a palatable vehicle in itself for it's own major holder hah!).

    Has Wilton been steering JAT to be a step ahead of the curve with his strategy?

    Curious to hear anyone else's thoughts/feedback...


    *Not financial advice & DYOR*
 
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