AHF.ASX becomes first vertically integrated ASX listed dairy company by acquiring Camperdown Dairy Co. +100%
I wrote a note on the Dairy sector, which included Australian Dairy Farms (AHF.ASX) and Camperdown Dairy (CDC), back in June (see note - (VIEW LINK) ). Since then AHF has under-performed, until today. Mention China and Dairy, and the stock has turned over 75m shares (only 156m on issue), and up 100%! However, AHF owns 6 dairy operations in Victoria, and by acquiring CDC, an established dairy processor, which is also one of the few with certification for rapid clearance of milk into China (CIQ), becomes vertically integrated. In short, the deal is debt funded and has "potential" to double EBITDA in FY 2017. Note here - (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Alpine's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth...
Expertise
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