https://keithwoodford.wordpress.com/2024/02/27/where-does-synlaits-future-lie/
Worth a read if you haven't already. It touches on a couple of your points.
As for Pokeno, Woodford floats a Singapore company, Olam Food as someone who might feasibility be interested given they have another operation in the area.
As for valuing loss making hunks of plant, I guess it would depend on the broader operation it is slotting into. I think it would be highly valuable to someone with actual customers. It's the opposite to Synlait currently because they are stuck with something the pay to run, but can't properly utilise.
Woodford also summarised the takeover situation as basically both A2M and Bright cannot increase their respective positions without making a full takeover offer. So it seems a bit of a stalemate in the absence of one or the other launching a full takeover.
https://keithwoodford.wordpress.com/2024/02/27/where-does-synlait...
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