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  1. #931
    Divorced from logic Hectorplains's Avatar
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    Quote Originally Posted by King1212 View Post
    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...

  2. #932
    Legend minimoke's Avatar
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    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

  3. #933
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    Quote Originally Posted by minimoke View Post
    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...

  4. #934
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    Quote Originally Posted by sb9 View Post
    Should pop very soon...
    Cant be long. Someone popped in at 6.85, flagged it away and now sitting on 6.99

  5. #935
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  6. #936
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    Quote Originally Posted by King1212 View Post
    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 12:33 PM.

  7. #937
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    Quote Originally Posted by minimoke View Post
    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...

  8. #938
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    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.

  9. #939
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    Quote Originally Posted by King1212 View Post
    Absolutely! Provides diversity and piggybacks current position.

  10. #940
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    Quote Originally Posted by petty View Post
    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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