OK, that was a bit far out from the conversation thread about Midfield though...
Here is my view on the TMall thing. It is too far away from AHF to have a material affect as AHF will have a client called Woolworths after the CDC settlement and whatever Woolworth's does after that is their own client. At best the TMall thing might have a direct pull on product demand from AHF and if the volumes and margin for AHF can be beaten somewhere else then I suggest AHF would limit its supply to WOW to the extent of any supply agreement in place (subject to any variations that may be entered into over time). My preference would be for AHF to focus more on the fresh milk and yoghurt export directly to China and seek other target markets possibly in the SE Asia region.
AHF Price at posting:
37.0¢ Sentiment: None Disclosure: Not Held
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