dairy gold up for grabs, page-2

Yeah but will the ACCC allow it?

McCrann made a few short sharp points in his article

1. Milk powder can be become the "Iron Ore" of tomorrows dairy industry or we can let dairy decay into a version of our car industry. Inward looking, shrinking and uncompetitive.

2. Saputo is more of a dead-end than a Bega tie-up.

3. The future is export.

Do note that Fonterra bought up Tamar Valley's brand and assets this week. Obviously, Fonterra are unperturbed at the prohibitively expensive shipping container costs associated with Tassie's northern ports.

Interesting times ahead. Game on.