It has been for a number of farmers.
As pointed out in the article Synlait paid for testing ,so farmers could separate their herds.
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I think you will find that the export market will be huge for A2 milk with all of China possibly becoming A2 milk only. Synlait will benefit more from exports than local markets and with the ATM partnership will help elevate both to huge companies. As for Fonterra, they will help ATM while it is able to, but Fonterra will be dropped as soon as Synlait can produce all of A2s products which will be huge in 5-10 years time.
I also believe that Synlait may become privatised within 3 years with up to four major shareholders on board
trouble at mill.
Routine maintenance of a system at Synlait Dunsandel (NZX: SML; ASX: SM1) has caused minor damage to a part of the site energy centre, which has resulted in a precautionary site evacuation.
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Synlait anticipates business as usual activities to resume early in the afternoon.
2 days of trading until the big reveal on Wed.
Will be nice if they receive or on course to get CFDA approval for their two remaining IF brands (Akara and Pure Canterbury) and also USFDA approval of their Munchkin brand.
No doubt.
And while I am sure the results will be amazing, am I not sure whether they will be good enough to satisfy the expectations of a forward looking market? I guess looking at their current growth rates - how long can they keep doing this in a sustainable way?
They doubled their manufacturing capacity this year. Hard to do that again in the next year ... i.e. growth rates will need to drop. We will see, how the market is taking this.
Discl: still holding a sizeable parcel, but sold recently some down to keep the market value in line with some other bigger holdings I have.
Hopefully SP will be down significantly on the well signalled seasonally slower 2H so we can pick up a few more.