No I'm not saying that at all Synlait problems come from many fronts, the A2m deal has always been confidential so no one really knows the ins and outs of it, but obviously there has become a fairly large difference of opinion around the terms of the deal lately.
What I am saying is that by them not maintaining the business relationship(who is right or wrong will become known down the track) that they appear to be on the outer when it comes to the discussions around the refinancing of SM1. Many on here believe, either rightly or wrongly, that A2M are in the inner circle being informed of everything and will have first dibs on assets if they are sold. I believe they may have upset Bright and Sm1 enough where they will find out on a need be basis only, which at the moment won't be anymore than the releases on Tuesday.
A2M Price at posting:
$5.91 Sentiment: Sell Disclosure: Held
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