Yes I'm starting to think that myself. When they said they were not happy with the a2mc expansion plan what they were really saying is that they don't want to front up with the cash in a CR and would rather spend it on their own expansion program. Better to get a 100% bang for a buck investing in FF than 20c odd for the same dollar investing in a2mc. Deans offers an opportunity to FF to offload a2 shares, and deans through a2mc distribute a2 milk into China, the USA UK, and Deans product into China via a2mc. Why else would they be raising NZ$1.3bil in the USA. Paying NZ$1.00 per share only uses around 50% of that facility.