Sorry first timer, wrong thread. Just trying to reconcile how supply contracts with Bega & fonterra are said to be biggest financial threat, but then read Bega & fonterra are only supplying 45% of formula & presumably the cheaper ingredients? If that's the case then why not renegotiate contract as it would be in everybody's best interest ? I understand talk of down grades but not insolvency etc.
Conjecture, page-55
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