Posted 1/9/2011 16:00 (#1537214 - in reply to #1537134) Subject: Re: Sorry, but You have NOT asked a question, thus
New Mexico
maybe it's all about "blue sky" so to speak in your eyes.
pfl has a point.
I also had figured consolidation, or more like consolidated EXPANSIONS.
Dairy deal seems positioning to go "vertical" so to speak.
Since they show a touch of expansion aptitude now...get an export up in say cheese and the consolidateds are well in position to ADD perhaps another 500,000 to 1 million more cows in short order down the road.
Probably an OK deal...they are a major grind beef supply...and the usa IS a huge grind beef market that can easily handle quite a few more dairy cows annually from dairy expansions.