OP.A2 need to invest in blending / canning at Mataura. They...

OP.

A2 need to invest in blending / canning at Mataura. They flagged this is something like a Nz$120m required investment. They said back in 2021 that they would invest this money in the next 2 - 3 years. Ie from 2021 - 2024/25. It may be worth noting they have been silent about this capoital expenditeu in hteir last 2 market report updaets. They have mentioned they are using a partner for canning. Some (like me may go - how odd not making this investment - have they something else in mind. Eg Synlaits canning / blending at Dunsandel.

Mataura is currently mainly a commodity milk powder manufacturer. However the plan was to shift to a mainly consumer packaged A2 products. They do need to shift their famer suppliers from A1/A2 protein milk to just A2 protein milk supply.

As I recall Matuara does not have capacity to produce all of A2's required tonnage.

If Synlait goes out of business a large amount of stainless steel milk processing infrastructure will remain at Dunsandel. Someone will buy this. Who knows at what price. There is also a reasonable number of local farmers who have converted their herds to A2 only protein milk. This means there is a milk availability. Whether these farmers supply Dunsandel (ex Synlait) or near by Clandeboye or Darfield plants (Fonterra) or Westland Milk (Yili) at Rolleston remains to be seen