"big if", "they are making commitments to others now". Big if.
Personally I don't give toss about Synlait per se, except that A2M can have confidence in supply, especially China IF requiring the SAML that Synlait has, until MVM comes on stream. Assuming Bright essentially bails out Synlait through the loan and supporting a cap raise, then for at least the next two years, there is some degree of confidence in supply.
Interesting that there has been no mention of A2M in resolving Synlait's woes, except implied as a 19% shareholder, they will almost certainly have to vote for Bright to participate in a cap raise and likely take a much higher % of the company. Potentially though, Bright and A2M are colluding saying, hey Bright, you deal with the debt, we A2M will deal to the cap raise?
It will be interesting when A2M decide to show their hand, and what position they take. There is a lot at stake for A2M that Synlait survives, at least for the next couple of years.