Updated broker report from Taylor...

Updated broker report from Taylor Collison
https://www.taylorcollison.com.au/wp-content/uploads/2020/05/TFLupdate200518.pdf
Betta Milk is a great acquisition, giving the Dairy division enough scale to drive the economies of scale in the business.
Hopefully the Tassie Taste brand really plays on state pride and has crossover appeal if they take it to the mainland.
A2M proved marketing can be huge in the milk category, hopefully they can grow the better brands through reinvestment now they are break even.
Consolidation around this level should prove very useful in the second half of this year and into 2021.