<speculation type="wild">Maybe the Mandarins from Shanghai who now run Silver Fern Farms are willing to sell their share of the meat processing joint venture. This will clear a path for a rationalisation of JBS interest in meat processing technology and SCT. JBS are contemplating an IPO of their non Brazilian interests. Automation of meat processing might be just the thing the lead managers of such a float need to get the numpties holding mandates over our KiwiSaver funds act with irrational enthusiasm.</speculation>

Boop boop de do
Marilyn