Yes, I have been wondering about Mauro winding down and even...

Yes, I have been wondering about Mauro winding down and even existing WLD. I am amazed that he had so much debt (US$25M to Fulida and AUD$15 to Wellard). Given that he will transfer WLD stock to Fulida he will be losing significant capital with a large volume of shares (66 million) and SP reduction from a high of $1.45 down to $0.20s.

If Twiggy and/or Gina got involved, that would be a huge positive. Greater access to funds, better control over supply chain (given their ownership of cattle stations), increased emphasis on livestock export (given cost advantage to processing chilled and frozen meat in Australia), and existing government/business networks in China.