Finally, Unga has risen to a price that makes sense vs other Industrials. It remains a major player in the food industry which will continue growing as long as the population grows.
Unga's entry into new (or adjunct) lines of business including the 'breakfast' industry with Ennsvalley should help boost profitability as does the core business of Milling.
The commentary mentioned huge gains from the new Wheat Mill which in conjunction with the new "Route to Consumer" has boosted its ability to supply the demand as it is demanded.
To create a captive market for some of that wheat flour production, Unga said they are looking at a 'Unga' branded bread that caters to the middle-class (vs the more expensive Ennsvalley breads) in the urban areas.
The move from Ennsvalley's target market (high-priced) to a more middle-class focus on products should help boost sales and demand of Unga's flours.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett