SML - Synlait Milk Ltd

[aperitif]

If you had bothered to open the link, you would have read the brand owner(a2) and manufacturing facility(Dunsandel) need to demonstrate “close association”. Lazy research again

[billkiapi]

Don’t forget that A2M have the patents over the testing process and control that so I don’t think they’re locked into Synlait the way everyone thinks they are, and they do have a supply agreement for years to come anyway and are already making new product at Yashili

[Balance]

At least for a while, Synlait (or Bright Dairy) and A2M need each other. After September 2027, China could be very different from now. It might not need IF if WWIII starts, in which case traditional dairy products would be in strong demand.

Me thinkth you have hit the nail on the head.

[bull....]

end game -

bright loan offer just PR
synliat goes into receivership
bright buys Dunsandel from receiver and a2 continue relationship with bright instead of synliat
other assets sold to who ever wants them
the chinese takeover of milk manufacturing in NZ continues

[Balance]

end game -

bright loan offer just PR
synliat goes into receivership
bright buys Dunsandel from receiver and a2 continue relationship with bright instead of synliat
other assets sold to who ever wants them
the chinese takeover of milk manufacturing in NZ continues

Wrong

Wrong

All wrong

[Bikeguy]

end game -

bright loan offer just PR
synliat goes into receivership
bright buys Dunsandel from receiver and a2 continue relationship with bright instead of synliat
other assets sold to who ever wants them
the chinese takeover of milk manufacturing in NZ continues

Appreciate you sharing your thoughts Bull, and it’s a fair view,

If the other 40% shareholders vote in favour could that put a spike in the wheel of above? Cheers

[bull....]

Appreciate you sharing your thoughts Bull, and it’s a fair view,

If the other 40% shareholders vote in favour could that put a spike in the wheel of above? Cheers

just guessing , thats my pick as i cant see how a recapitilization of the company makes any difference when a company has declining revenue and makes no money. just be back in the same boat after a while unless market conditions are forecast to radically change and quickly.

[bull....]

Wrong

Wrong

All wrong

your views may be clouded by your investment in there bonds . if you believe they will survive are you buying up big the bonds at 150% ? or the stock ?

[Bikeguy]

just guessing , thats my pick as i cant see how a recapitilization of the company makes any difference when a company has declining revenue and makes no money. just be back in the same boat after a while unless market conditions are forecast to radically change and quickly.

Totally fair and you could very well be right on the money, no of us knows and we are all allowed to take a stab at it👊

[whatsup]

end game -

bright loan offer just PR
synliat goes into receivership
bright buys Dunsandel from receiver and a2 continue relationship with bright instead of synliat
other assets sold to who ever wants them
the chinese takeover of milk manufacturing in NZ continues

Would they dare !