to be fair, all news has been published by the company through recent investor day presentation and the yearly report. Had more trust of current management than the previous one.
Re SAMR, dun forget Camperdown also produces IF for Yashili who has SAMR approved IF brand. Thus, factory inspection not an issue and suspect it was already carried out
like last year. Key catalyst here onwards:
outlook more important than figures;
debt- currently no debt so less a worry until capital management required;
SAMR update and approval;
new IF outlook;
overall, pretty positive with where we are. It can certainly fall but hey, we have been much lower. It is a timing game.
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to be fair, all news has been published by the company through...
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