LON RETRACE, page-33

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Reillyblue

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21/02/18

22:11

Post #: 31238359
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Originally posted by lookatthis ↑

Highlights from previous annoucement s

Control of the 2nd largest pool of Organic Milk

Paris Creek is estimated to control 20% of organic raw milk in Australia from 9 farms and have plans in place to grow this.

Over 80% of milk supply from partner farmers with 7+years of continuous supply history

Long-standing partner farms have increased supply by approximately 25% in the last four years, and plans in place to grow a further 100% over next 4 years

Scale of milk pool is difficult to replicate because: Long lead time to conversion (3 years)

Need to "cluster" organic farms in a single area for collection

Access to assets for organic milk production are limited or sub-scale

Raw milk prices have been stable over the past 3 years

A real competitive advantage to B.-d Farm Paris Creek is that its supply pool makes it Australia’s 2nd largest source of organic milk. Outstanding relationships have been built by the founders to encourage, support and grow organic and biodynamic dairy farms locally.
The company’s experience and community reputation will attract new entrant farmers

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Now the share price has settled, this is probably the factor that got me on board. Makes it a very attractive take over target (well down the road admittedly) or alternatively a very attractive merger proposition.
LON Price at posting: 3.8¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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LON RETRACE, page-33

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