TFL 0.00% 1.4¢ tasfoods limited

Brand Tasmania, page-83

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    The scale of the China market is tantalising, but South Korea & Japan are there too, and their economies/palates more developed.

    Australia also just signed a new trade agreement with Indonesia;

    "From the feedback we receive, business is now realising that it needs to diversify its global strategy so that it is not caught by arbitrary decisions or events in one country," Helen Brown, managing director of Bisnis Asia, a consultancy which advises Australian firms on how to do business in the region, said.

    "Ironically, while many companies aspire to go into China, they find it tough, yet worthwhile. However they don't yet consider Indonesia with that frame."

    Sri Mulyani Indrawati, Indonesia's Finance Minister, shared her vision for a "common digital future" in August last year.

    Tim Lindsey, director of the Centre for Indonesian Law, Islam and Society, said IA-CEPA represented a "long overdue" chance to capitalise on that goodwill.

    "It offers a real opportunity for Australian business to win access to Indonesia's spectacular economic growth before it is too late," he said."

    https://mobile.abc.net.au/news/2020...lia-trade-deal-relationship-analysis/11946174

    Potential here, too;

    "Goat milk contributes 3% of total milk production in India, says Sagari Ramdas, veterinary scientist and member of the Food Sovereignty Alliance India. Goats yield 0.5-2 litres of milk per day for a little over half a year, and it takes a litre of raw milk to get 100g of cheese. Most goat breeding is done by small enterprises which don’t have the means required for pasteurization. They find it easier to sell the milk locally rather than attempt storage and transport, thereby risking bacterial contamination. In fact, the scale of operation is so limited that the department of dairy, animal husbandry and fisheries does not even have a production estimate for it."

    https://www.livemint.com/Leisure/C5...-goat-cheese-is-the-new-kid-on-the-block.html

    I'd also suggest there'll be opportunities with the renegotiation of post-Brexit trade deals.

    It's a bit like TGR acquiring De Costi... in acquiring Betta, TFL now has storage, distribution and relationships that can be leveraged. Nichols sales growth in QLD was a surprise for me, for example.

    Spoilt for choice!
 
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