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  1. 10-09-2018, 09:35 AM #1
    winner69
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    Quote Originally Posted by Patient Panda View Post
    absolutely true for regular run of the mill milk however Synlait do not only make just plain milk. They’re currently the only NZ AUS supplier of CFDA / SAMR registered IF in China. They also process large volumes of A2 milk which has significant pricing power, high margins, a strong brand etc...
    Agree with comments re IF but some will say A2 will be a commodity once the hype dies down
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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  2. 10-09-2018, 09:37 AM #2
    winner69
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    What SML has got going for it is that it’s a far better investment than that dog Fonterra for those wanting sector exposure

    Some of recent strength in share price punters switching?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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