what's next exciting news for A2M, page-46

"Blending and Canning"

Lets put that into perspective and realistically assumptive. The post I've made few days ago about soon to be a muscular financial position and spendable position may actually be flexed sooner rather than later.

Blend and Pack (very modern) was estimated to be worth $105 million last year, of which Wattle Health would own 5% after eligibility or maybe they have already, which is a very small stake. Bellamys will eventually pay about $32 million for their own Camperdown canning facility, a much better move and more EBIDTA margin to be realised form this. Synlait will eventually end up with $55 million in total payments after upgrade with that huge facility they bought last year.

Now lets say A2M only deployed $200 million of their surplus capital (FY18 end) buying a canning facility. They can afford to buy 4 canning facilities like Synlait, 10 facilities like Camperdown canning facility and 2 facilities like Blend and Pack outright with 50% spendable position remaining form the initial position.

A2M now has good problems.