SML - Synlait Milk Ltd

[nzsharetrade]

Does SML need to clarify something?

[couta1]

Does SML need to clarify something?

Perhaps it's A2 that need to clarify something?

[nzsharetrade]

I thought ATM made it very clear or this can be interpreted into something else?

Attachment 9521

[hardt]

I thought ATM made it very clear or this can be interpreted into something else?

Attachment 9521

Perhaps some were thinking Synlait could hold onto A2 exclusively...
Some might also be worried of Fonterra edging Synlait out in future...

Infant formula sales broke $341m... Synlait has been pumping the stuff out 24/7, this can only mean a cracking report is on its way.

[JoeGrogan]

I thought ATM made it very clear or this can be interpreted into something else?

Attachment 9521

SML ain't going to get a piece of the pie with emerging markets. Just being used for the CFDA?

is that your interpretation? seems to be the markets

[Beagle]

I thought ATM made it very clear or this can be interpreted into something else?

Attachment 9521

Thank you for your post and welcome to the forum.

[couta1]

SML ain't going to get a piece of the pie with emerging markets. Just being used for the CFDA?

is that your interpretation? seems to be the markets

SML will have their work cut out just providing enough IF to satisfy the growing Chinese market that is being captured by A2, let alone worrying about emerging markets.

[JoeGrogan]

SML will have their work cut out just providing enough IF to satisfy the growing Chinese market that is being captured by A2, let alone worrying about emerging markets.

Yeah agree and the fact that they have the supply agreement for A2's biggest markets. I'm just wondering how such an overreaction can be justified.

[couta1]

Yeah agree and the fact that they have the supply agreement for A2's biggest markets. I'm just wondering how such an overreaction can be justified.

It can't, but the market is often irrational.

[nzsharetrade]

Thank you for your post and welcome to the forum.

Thank you. you are a legend. I read almost all your posts.