Ann: 2018 EGM Results, page-8

  1. 10,125 Posts.
    lightbulb Created with Sketch.  37
    To be fair following you is of no interest really.

    I will continue to watch this industry sector as I have done for a while but with the pending demise of MGC it will shift to see what the major operators are doing, that's Saputo, Fonterra, Parmalat (Lactalis), Lion Dairy & Drinks and our local lads, Bega in case you are not on top of it. The Saputo divestiture is of continued interest as is how BEGA goes with its lid dispute with Kraft.

    Other than that there are a swag of emerging dairy operators to keep an eye on including the likes of UDC, Burra, KY Valley Dairy, NorCo etc...and then there is the listed capital-lite fleet of foot powder puffs like BAL, WHA, JAT, etc and wait there is more if you need some decent steak knifes there is always the struggling minnows looking to grow like 1AG, AHF and PDF to watch.

    Even the Gerry Harvey VA of Coomboona Holsteins is worth watching but not sure you would know what that is about either.

    And then if you really stretch things and are up to it you could follow the changing statutory obligations that may impact the industry or the international markets to see where the new CTTP takes dairy export for Australia or even the China versus US love-in that has changed some of the ground rules for agriculture export in the last 5 days - less so dairy than beef etc etc...

    So I guess following you really isn't going to be that exciting unless I chose to mindlessly watch someone sitting on a park bench feeding pigeons and staring at your mobile.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.