Short Term Trading Week Starting: 7 Jan, page-73

LON looks interesting, has been trading between 30 ish 38 ish for a while.

Unprofitable with metrics slowly improving.

Model is about to mature quickly with acquisitions of 2017/18 moving from private to corporate management.

Food model primarily organic dairy and assorted high end yogurts, cheeses etc.

It has a negative perception in market, with a premature consolidation of SP without company metrics too support, surprise surprise turned into a nice little wealth destruction exercise for shareholders apparently.

The trading hound has been buying low 30's for trade but as time goes by starting to morph into a potential lucrative model realisation play leveraged to negative emotion about to turn positive.

https://www.asx.com.au/asxpdf/20181128/pdf/440q1vgl4v71tl.pdf

Disc: Garage bought a few last week and holding.