When is the next required financial update - EOFY?
Reading articles in the paper (yep old school) about A2M, Bellamy - which just bought a milk drier along with an export licence (?) and has a recovering stock price (doubling after quartering after ten-folding after ...), Union Dairy (who are they) with a plant in Penola now kicking in to operation, Fontera with a new cheese facility near Shepparton seeking milk from the surrounding areas and Murray Goulburn still in trouble, debt to service.
Dairy prices rising gradually worldwide (not sure of that website but someone posted it a few times), but AHF stuck at about (guess) NTA - management and business worth nothing? Or debts threaten and asset values reduced.
I've been to the Camperdown facility, in part as DYOR (is that tax deductible?), and all the AGMs/EGMs so far, easy for me to get to as inner Melbourne based.
AHF Price at posting:
10.5¢ Sentiment: Hold Disclosure: Held
