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  1. 03-07-2013, 11:33 AM #11
    FarmerHamilton
    FarmerHamilton is offline
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    Quote Originally Posted by Joshuatree View Post
    Charm offensive has spread to Sharetrader. Lease, Farmerhamilton has made a disclosure do you need to too ?

    No charm offensive from me JoshuaTree ( are you a mega U2 fan ? ) just stating facts/the obvious. Although being extremely long the stock obviously I want it to do well and the IPO to "get away" successfully.

    Dairy prices went ballistic during Feb/Mar/Apr ... came back around 10/12% and the last two auctions the volatility has died away and prices have been firm. However in the meantime the Kiwi$ has fallen from 86c to 77c so in NZD terms we are pretty much at record levels. Synlait's P&L suggests they are doing very well and every time the Kiwi$ drops 1/2c the tail wind just gathers more steam , especially if USD pricing of WMP and SMP remain firm.

    This time next month the new season will be kicking off , Synlait will be floated and FarmerHamilton will be a happy chappy !!
    Last edited by FarmerHamilton; 03-07-2013 at 11:35 AM.
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