WCB warrnambool cheese & butter factory co.hold.ltd
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dairy gold up for grabs, page-5

  1. Justlookin
    7,590 Posts.
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    07/11/13
    15:31
    Post #: 12540638
    McCrann said there were zero synergies with a Bega takeover.

    He said Saputo/Fonterra would be worse because Australian dairy would be captive to Canadian/NZ corporate strategy.

    Co-op is the ideal way to go. Colesworths can keep pumping out their $1 a litre and the remaining 80% can be value-added and exported. Considering Bega already have a long standing relationship with Fonterra and an existing export focus.

    What products do MG export and to whom?
    WCB Price at posting: $8.55 Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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