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10-12-2017, 09:50 PM
#931
Originally Posted by King1212
Went to baby factory today with wife. Surprised to see they are selling Munchkin grass feed...at $30 each can. Talked to the cs lady, she said the if formula is selling well. A lot of mums like it. So...double capacity production with possible double revenue ....would we see the sp more than $10 early next year?
A2M is not their only avenue into China either. Two other brands are probable, more may be possible with them now on multi-production sites .
I bought in at IPO. Wish I hadn't flicked half them...
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15-12-2017, 11:23 AM
#932
Also worth keeping an eye on to see if they piggy back off ATM rise. Sellers seem to have dried up a bit - first sell bid 6.99
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15-12-2017, 11:55 AM
#933
Originally Posted by minimoke
Also worth keeping an eye on to see if they piggy back off ATM rise. Sellers seem to have dried up a bit - first sell bid 6.99
Should pop very soon...
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15-12-2017, 12:10 PM
#934
Originally Posted by sb9
Should pop very soon...
Cant be long. Someone popped in at 6.85, flagged it away and now sitting on 6.99
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20-12-2017, 01:03 PM
#935
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20-12-2017, 01:22 PM
#936
Originally Posted by King1212
excellent news - but where is all the milk going to come from?
Nice to see a couple of trades with a "7" at the front
Last edited by minimoke; 20-12-2017 at 01:33 PM.
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20-12-2017, 01:36 PM
#937
Originally Posted by minimoke
excellent news - but where is all the milk going to come from?
http://nzx-prod-s7fsd7f98s.s3-websit...241/272130.pdf
From their presentation from above on slide 7...
* Synlait’s current milk supply adequate to meet the volumes of the contract...
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20-12-2017, 01:41 PM
#938
Member
Reading the investor presentation, current supply is adequate to service these contracts. Further I attended the AGM and there is currently more farmers wanting to sign up to Synlait than they have demand. I don't see a problem here. As I see it.
What does seem interesting is that Pam's is not exactly a premium brand. In fact it sells cheaper than other brands. I would have though that with the 'lead with pride' and other programmes run, that Synlait would have wanted to target the premium end of the range.
Its is good to see Synlait with greater diversification. While I dont see huge potential (unlike IF), this move does de-risk the business.
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20-12-2017, 01:53 PM
#939
Originally Posted by King1212
Absolutely! Provides diversity and piggybacks current position.
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20-12-2017, 01:53 PM
#940
Originally Posted by petty
Reading the investor presentation, current supply is adequate to service these contracts. Further I attended the AGM and there is currently more farmers wanting to sign up to Synlait than they have demand. I don't see a problem here. As I see it.
What does seem interesting is that Pam's is not exactly a premium brand. In fact it sells cheaper than other brands. I would have though that with the 'lead with pride' and other programmes run, that Synlait would have wanted to target the premium end of the range.
Its is good to see Synlait with greater diversification. While I dont see huge potential (unlike IF), this move does de-risk the business.
Pams does some premium-branded stuff actually, often rather surprises me how good it is. I think they're doing a bit of a repositioning.
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