*cough cough* I think it is BCG doing the strategic review...
Saputo can carry the loss here as can Fonterra Group, even if they don't like it, but MGC can't carry it. I agree on that one. There is one commercial lever that both Saputo and Fonterra can use here that MGC can't and that is transfer pricing but whether either of them have used it or not I don't know.
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*cough cough* I think it is BCG doing the strategic review... :p...
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