You need to read the full suite of documents across the Company and the Trust by the way not just the Trust Deed. It was a complex listing to say the least and the legacy is no less complex. Very little commentary is made in here about the STP and that is another part of the legacy that limits the options the company has and will be expensive to unbundle, it was expensive enough as it was to establish in the first place.
By your own admission you aren't across the dairy sector and the nuances and inter-plays that have existed in the past and the ones that exist today let alone who the major players are and what their own business structures and strategies are and in the absence of these you don't have context which is a risk in itself.
In the absence of knowledge it best to play the trading of the securities as they occur on-market and there are plenty of others in this place that are well on top of that game. The issue with this is that the MGC Units lack market liquidity and price variance so it is unappealing to traders.
Also there are a few dairy farmers that have posted in here but for some reason their views are also discounted or discredited.
MGC Price at posting:
85.0¢ Sentiment: None Disclosure: Not Held
