SML - Synlait Milk Ltd

[kiwi_crusader]

Time to look at what is being bought: http://www.talbotforestcheese.co.nz/On-Offer.php

and some background http://www.stuff.co.nz/timaru-herald...s-of-Geraldine

Go to make that A2 cheese somewhere and what better place than just down the road at Geraldine. An excellent place to taste (and buy) on a road trip south

Synlait about to supply Foodstuffs(SI) their retail packaged cheese along with the milk contract with the acquisition of Talbot Forrest Cheese.

[peat]

I've added to my rash purchase at the highs so that I'm now about neutral (as opposed to underweight or overweight) on this stock. I think I am prepared to HODL on this one for the LT. I still dont own any ATM though so will go there next if there becomes a good opportunity. But my gut preference is with the maker of the product. And I believe SML has more of a call option comittment to A2 milk specficially , in that it can diversify if necessary but can benefit from strong growth.

[minimoke]

HODL on this one for the LT. I still dont own any ATM .

I'm still hodling SML and ATM with a long term view. The two of them currently make up 42% of my Portfolio 2 which is about as much exposure to the Milky McMilkness as I have an appetite for. Otherwise I would be topping up at current prices.

[Timesurfer]

I still dont own any ATM though so will go there next if there becomes a good opportunity.

It may just be comming your way?