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Re: MrT11 post# 462

Tuesday, 09/22/2015 1:58:38 PM

Tuesday, September 22, 2015 1:58:38 PM

Post# of 778
Assuming Molson buys MillerCoors, I guess the questions become:

1) Who supplies pallets to Molson?
2) Will Molson want to switch Miller to its pallet provider? Note that Miller (58% owner of JV) switched Coors to its pallet provider (GLGI) when that JV was formed.
3) What's the chance that Molson will switch to GLGI pallets?
4) Will GLGI's long-term relationship with Miller lead to a new opportunity with AB?

Lots of uncertainty, but I suppose any merger/sale/etc will take quite awhile. Hopefully GLGI can continue to build its non-Miller business during that time.

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