Tried to track down a full text but no luck sorry.
But judging by the article headline and preview, it looks to be a 'what if' speculative thought piece, much like we HC posters like to conjure up on here.
Yes, maybe A2 are playing the long game and will end up with ownership of Synlait or atleast Dunsandel. But in reality that outcome also depends on a lot of factors outside of their control, in particular what Bright Dairy decide to do - ball is in Bright's court really.
To the OP @SimplyRed in this thread worried about supply. Yes, there is a small likelihood of major disruption in the event that Synlait goes under. But this also requires that all of the involved parties allow Synlait to go under - which is unlikely. An asset carve up is more likely. Even in that scenario I doubt they would let Dunsandel go.
Let's be honest. A2M's success is the only reason Synlait has any value. It's hard to imagine up scenarios where any takeover party (or Dunsandel buyer) would do anything to jeopardise the main revenue stream for Synlait or Dunsandel. So while there is some uncertainty/risk I think some perspective is also needed.
A2M Price at posting:
$5.82 Sentiment: Hold Disclosure: Held
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