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  • 10 months later...
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Looks like this is going to be a Chinese led growth story. Dairy is big already. Probiotic ingredients about to be. Biggest probiotic health drink in Asia is Yakult. They're Japanese.


Was alluded to by someone that the Collins/Oravida affair is an act in this play of National Beholden to Chinese Business. Will explain the Shipley involvement in Blis.


The strategy is huge. Involves Crafar Farms and the PPP model they have employed there with Landcorp and AgResearch. But it goes higher than that. Includes Merck and Nestle as well.


Should be quite thrilling to see it all materialize.




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