There’s going to be consolidation and further factory closures in dairy/food. Just a fact there’s not enough raw materials produced in Aus at the moment.
more of an environment for a cashed up entity to aggressively acquire struggling smaller companies imo .
FI not likely with the recent purchases barely scrapping through, so which Australian company has the cash to take advantage?
IMO BGA fits this somewhat.
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There’s going to be consolidation and further factory closures...
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