Most probably best to use POT's Timaru Rolleston inland port,don't think they would mind.
ps.Most probably using it already?.
Thats the trouble with things like industrial action and minimum wages. It just encourages business to look at alternatives. Which might inevitably mean change in supplier and more automation
Nice one, should push thro' $8 mark in next few days...
Hope so for investors sake. Its been a frustrating five months since this was at that level in mid October basically in lock step with ATM at the same price and yet since that time ATM has put on another $6. Weird how the SP's rose in very close correlation for six months in early / mid 2017 and then this major divergence.
Wouldn't it be fascinating to know the commercial terms of the supply arrangements to ATM. I guessing its a multi year fixed margin contract based on wholesale value of raw A2 milk and ATM have been able to achieve serious consumer pricing power based on the scarcity of their product in the market.
Last edited by Beagle; 13-03-2018 at 07:32 PM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
Originally Posted by minimoke
Reply With Quote
Bookmarks