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Ex 97 2E
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Re: Arla/Milk Link


]Ian Potter website

As ususal Potter's website has a lot of information. Looks unbelievably complicated!

I think Milklink members are on to a winner.

Jonathon Ovens thinks that AFMP will be following in the next few years. I just wonder though. AFMP only bring capital with them, not established processing facilities. I think AFMP members would likely dilute the returns for existing Arla Amba shareholders without really having anything valuable to offer in return.
23/5/2012, 12:54 Link to this post PM via Email   PM via Forum
 
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Re: Arla/Milk Link


quote:

Will Richardson wrote:


 Remember once on the European price structure with Arla amba you guarantee Arla amba 2.5% profit which is kept back from [sign in to see URL] is then either capitalised, payed as a 13th payment or invested by Arla amba. So you in theory you could have a milk price of say 30ppl but maybe 2,3,4 ppl in some cases maybe retained by Arla amba.

 



Again short on detail, but I have been made aware of this. Pretty much as you're saying, split between 13th payment, added to capital account and invested by Arla.


I am expecting there to be more detail atthe end of the week.
23/5/2012, 13:16 Link to this post PM via Email   PM via Forum
 
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EX91
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Re: Arla/Milk Link


Why is it going to take 3 years to get the same price?? Are Arla going to keep taking £97 million and may be more back to Arla amba members ? It sounds good but the devil may be in the detail.
24/5/2012, 9:21 Link to this post PM via Email   PM via Forum
 
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Re: Arla/Milk Link


quote:

Campbeltowncowboy wrote:

Why is it going to take 3 years to get the same price?? Are Arla going to keep taking £97 million and may be more back to Arla amba members ? It sounds good but the devil may be in the detail.



Because the Arla farmers won't vote in favour if it means short term subsidising Milklink farmers.

20/6/2012, 18:37 Link to this post PM via Email   PM via Forum
 
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Re: Arla/Milk Link


According to British Dairying Milklink's members should be certified insane if they vote 'no'. emoticon

Can't see many voting no, it really is a no brainer.
20/6/2012, 18:40 Link to this post PM via Email   PM via Forum
 
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Re: Arla/Milk Link


[sign in to see URL]% of votes cast by Milk Link Members support merger with Arla Foods amba


96.8 % Arla Foods amba Board of Representatives vote in favour

26/6/2012, 19:20 Link to this post PM via Email   PM via Forum
 


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