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  1. #781
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    Quote Originally Posted by xafalcon View Post
    Google "Danone Synlait Yashili"

    Read the recent articles

    Then extrapolate how third party manufacturing will likely be allocated in the future
    Aware of those industry trends, however quite comfortable with SML's position.

  2. #782
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    6 days to FY results. Will there be more surprise coming up? Any guess?
    Last edited by smalltrader; 13-09-2016 at 10:29 AM.

  3. #783
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    Quote Originally Posted by smalltrader View Post
    6 days to FY results. Will there be more surprise coming up? Any guess?
    Hmmm...the results are already known from their recent trading update, kinda....
    However, Mr Market is not sure about something, guess we've to wait till Monday to know the full story.

  4. #784
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    Quote Originally Posted by sb9 View Post
    Hmmm...the results are already known from their recent trading update, kinda....
    However, Mr Market is not sure about something, guess we've to wait till Monday to know the full story.
    Mr market still thinks there's a possibility of capital raise at a discount to trading price on market.

  5. #785
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    So trading halt and no trade for entitlement. Is this some sort of confidence that they have? Any comment on the release?

  6. #786
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    Quote Originally Posted by Absolute144 View Post
    Mr market still thinks there's a possibility of capital raise at a discount to trading price on market.
    It sure does from this morning's announcements..plenty of numbers and information to digest from all those, very happy!!!

  7. #787
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    Quote Originally Posted by underworld View Post
    So trading halt and no trade for entitlement. Is this some sort of confidence that they have? Any comment on the release?
    Well they would've good vibes from underwriter about book build and also Bright Dairy taking up the rights offer. As usual very paltry entitlement for retails holders 2 for every 9 shared held, heck good price though @$3 a piece.

  8. #788
    Speedy Az winner69's Avatar
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    Quote Originally Posted by sb9 View Post
    It sure does from this morning's announcements..plenty of numbers and information to digest from all those, very happy!!!
    All looking good eh sb9

    You got truck loads of this?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #789
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    Quote Originally Posted by winner69 View Post
    All looking good eh sb9

    You got truck loads of this?
    All good winner, wish I had bought more around the BREXIT sale time. Happy with my modest holding though, took a position on this one based on A2's solid growth numbers with Synlait being core supplier for them.

  10. #790
    Guru Xerof's Avatar
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    so you are really Jarred D W69

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