I was at the AGM and spoke to mgmt and they said they have plenty of A2 milk and in fact there is an excess which is sold and mixed in to regular A1 milk. They were however ramping up their orders for infant formula every month. I assume therefore they are eating into the regular excess of A2 milk and Synlait can see there may be an issue in the not to distant future hence the request for more A2 on their website. Hopefully it means a significant profit upgrade in February for A2.
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