Originally Posted by
Bikeguy
I have worked in China previously, my thoughts are that Bright will look to lock up the production assets of Synlait. They will do it in a JV with A2 simply because the reality is they would own the whole channel to market anyway.
China likes to own the foreign assets of the products it’s people use, they are very astute and understand the value of dairy as a staple, much like how they purchased the sugar off CSR etc…
It’s not about A2, it’s about securing the ability to feed their people…A2 is nothing to them in the terms of their strategic thinking,