BGA 0.00% $4.25 bega cheese limited

There’s going to be consolidation and further factory closures...

  1. 136 Posts.
    lightbulb Created with Sketch. 5
    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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