SML - Synlait Milk Ltd

[Perky]

Pokeno has around 6000 residents
Pokeno Synlait factory has approx only 110 workers I believe.

In NZ the average house has 2.7 occupants so maybe 2000 houses in Pokeno so even if every synlait worker lived in Pokeno they would occupy only 40 of these houses.

In fact Pokeno has 2 big milk processing factories right beside each other..Synlait and Yashilli

Maybe some of the displaced workers could go next door for work?

https://images.app.goo.gl/atse4YUVsoBCHjDf9

I think the banks and you can sleep tight…Pokeno would survive without Synlait

[billkiapi]

Dunsandel is profitable because of A2M is my understanding

[Balance]

Dunsandel is profitable because of A2M is my understanding

And A2M is profitable because of Dunsandel.

Match made in heaven but now, going separate ways in 2027.

So think through why Bright wants Synlait.

[Bikeguy]

And A2M is profitable because of Dunsandel.

Match made in heaven but now, going separate ways in 2027.

So think through why Bright wants Synlait.

Could you spell it out for me please Balance? I’m interested, cheers👊

[Balance]

Could you spell it out for me please Balance? I’m interested, cheers��

Bright can switch Synlait's production and manufacturing to Bright's own products over the next 3 years.

Think of how competitive Synlait (owned by Bright) will be at the very low cost that Bright will get Synlait’s assets at.

As mentioned before, many do not seem aware that Bright is China's second biggest food manufacturing and distribution company.

[Newman]

Taupo-based milk processor Miraka has landed a deal to supply premium low-carbon A2 milk products into China.
https://www.ruralnewsgroup.co.nz/dai...-lands-a2-deal

[billkiapi]

I think that overstates things- China State Farms owns 25% of MVM with A2M owning the rest. It’s not like A2M doesn’t have allies.

[Bikeguy]

Bright can switch Synlait's production and manufacturing to Bright's own products over the next 3 years.

Think of how competitive Synlait (owned by Bright) will be at the very low cost that Bright will get Synlait’s assets at.

As mentioned before, many do not seem aware that Bright is China's second biggest food manufacturing and distribution company.

It’s an interesting point you make…do you see them keeping it a listed company? would you see Bright taking the A2 milk supply and directly manufacturing and selling it into China themselves ? Thank you

[Toddy]

Is there any money to be made by the retail investor buying shares at 23 cents?

What would the potential gains be? Or losses.

[whatsup]

Is there any money to be made by the retail investor buying shares at 23 cents?

What would the potential gains be? Or losses.

Could be total loss we yet have to see the recap proposals ?