Silence is deafening but you wouldnt short it would you? I mean it’s one market announcement from a steep recovery / or further fall.
Has anyone considered what boardroom discussion may have been between A2 and SML prior to commencing works. It’s plausible A2 might have pressured SML to get things underway, and may have a stake in the game here that we don’t know about. A2 have a member on the board right? I bet that board member wasn’t banging a drum to slow down and wait. They own a decent chunk of SML and it be interesting what this means for their partnership going forward.
Silence is deafening but you wouldnt short it would you? I mean it’s one market announcement from a steep recovery / or further fall.
Has anyone considered what boardroom discussion may have been between A2 and SML prior to commencing works. It’s plausible A2 might have pressured SML to get things underway, and may have a stake in the game here that we don’t know about. A2 have a member on the board right? I bet that board member wasn’t banging a drum to slow down and wait. They own a decent chunk of SML and it be interesting what this means for their partnership going forward.
We might find out a few years down the track if management see fit to bother to tell us plebs, the shareholders.
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
Bright Dairy were one of the companies caught in the Melamine scandal (along with Yashili who are SML's neighbor at Pokeno). SML wont want to be considering a build in China - thy cant even organise a problem free one in NZ.
I can sure you the joke with Mr Ye will not happen in China. That joke can only happen in here. but they will have other problem....
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Originally Posted by Nasi Goreng
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