Food for Thought: What's in Store for 2021?
Food for ThoughtWhat's in Store for 2021? COVID-19 has presented a number of challenges for the listed New Zealand Food, Beverage, and...
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Synlait Milk: Christmas Grinch — Part Two
Synlait MilkChristmas Grinch — Part Two NEUTRAL Key customer The a2 Milk Company (ATM) blindsided the market and Synlait Milk (SML) with a...
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2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
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Synlait Milk: A Lot Can Change in a Week
Synlait MilkA Lot Can Change in a Week NEUTRAL Over the past week, Synlait Milk (SML) has provided a lot for the market to digest — a new customer...
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Synlait Milk: Customer Confirmed; Focus Turns To Execution
Synlait MilkCustomer Confirmed; Focus Turns To Execution NEUTRAL Synlait Milk (SML) has signed a new customer agreement, as pre-signalled in...
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