AHF 22.6% 3.8¢ australian dairy nutritionals limited

I suspect they would need to acquire a good few more farms and...

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    I suspect they would need to acquire a good few more farms and feeder lots but before that ever happens they will need to get their Camperdown plant in order first. Capacity is presumably constricted hence the change to niche and no longer farm aggregation.

    There are farms out there atm hurting from MG shenanigans and probably willing to look at a different arrangement with different processor. My inability to gauge Director appetite for aggregation and scale lay with Michael's inability to communicate to SH.

    I would like to see Camperdown products everywhere as well but up scaling does not seem to be part of Michaels agenda. Going niche with Jersey etc and keeping scale down due to complications/issues with CDC plant capacity is Michaels preferred way atm. Not sure how many opportunities have been lost and will be lost but that's what you get when you attempt to control things by remote control from Brisbane. I also suspect that going hard on yogurts and Jersey and less so on milk says to me that the problem with Shelf-life (milk) has not ben rectified and that the shelf-life issue was the start of the end of our foray into international markets. A bit of juggling going around but hopefully we are still able to remain cash flow positive until we can get our poop sorted and take advantage of the opportunities that exist.
 
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