AFAIK, the 'Robotic Technologies Ltd.' robots (SCT and Silver Fern are 50/50 partners in this company) have only installed meat processing robotics at one Silver Fern site, the old PPCS Silverstream plant.
While the reduction in lamb numbers is a threat to the meat processing industry in the sense it will force more restructuring on the industry, this is no threat to Scott Technology expanding the production of their robotics. I guess the aim will be to equip all of the old PPCS meat processing plants with robotics, which is a huge opportunity for SCT.
The downside to SCT would be that the meat industry players become financially weak that they cannot afford to invest in high tech. The PGW/Silver Fern agreement has 'fixed' this problem in the Silver Fern corner of the industry at least.
SNOOPY
discl: hold SCT, PGW
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