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[个股讨论] BAL 利空? ADF 也将生产有机婴儿奶粉? [复制链接]

发表于 2018-4-3 15:23 |显示全部楼层
此文章由 jackotman 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 jackotman 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 jackotman 于 2018-4-3 15:27 编辑

大家看到这篇文章了没有
http://www.foodanddrinkbusiness. ... into-infant-formula

Australian Dairy Farms (ADF) has announced a bold plan to convert its six Victorian farms to organic production and move into organic branded infant formula.
The vertically integrated dairy company says it has completed applications for conversion to organic milk production on all of its 3,600 acres, which it says will see it become the largest single-owned entity in organic dairy farming in Australia, based on today’s market.

The company's six farms are located in south-west Victoria, and it also owns the processing assets of the Camperdown Dairy Company, which it bought two years ago for $11 million from the recently collapsed Aussie Farmers Direct.

ADF currently produces bottled milk, yoghurt and butter, but will add infant formula to the mix with the construction of a new processing and drying facility on industrial land on the outskirts of Camperdown.

The company said the move to organic infant formula aimed to counter declining wholesale and retail non-organic milk prices, with demand for organic products outstripping supply in Australia and globally. The company also recently ceased production of bottled milk production for its former owner, Aussie Farmers Direct.

“This is a high value-added market with major barriers to entry and sparse competition,” ADF CEO Peter Skene said.

“The initiatives are a first significant step in making the company a major player in producing and distributing organic premium-quality branded food products.

“While a vertically integrated and efficient producer currently, the company has a modest market share in the conventional milk market. The board believes the company’s best prospects lie with moving up the value chain to be a highly profitable manufacturer of these speciality products,” Skene said.


Read more at http://www.foodanddrinkbusiness. ... TtjuFjzZOW5gWarD.99
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发表于 2018-4-3 15:34 |显示全部楼层
此文章由 jackotman 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 jackotman 所有!转贴必须注明作者、出处和本声明,并保持内容完整
大家注意了
BAL 收购的是Camperdown power PTY LTD
Camperdown Dairy Company 是属于另外一个公司的


一下是几个公司的区别
https://www.asx.com.au/asxpdf/20170719/pdf/43kqxpgz5wvs87.pdf

发表于 2018-4-3 15:37 |显示全部楼层
此文章由 2013whyregister 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 2013whyregister 所有!转贴必须注明作者、出处和本声明,并保持内容完整
这个变成有机牧场至少好几年, Australian Dairy Farms 就是自我炒作一下。

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