While they don't mention A2m I'm sure we play a big factor in the increase as they mentioned the increase laregely relates to Chinese IF. SM1's lactoferrin sales have been increasing anyway, but a2m's Chinese label IF has also been showing enormous growth, and considering so few companies have CFDA I imagine Chinese label sales will continue to accelerate and therefore SM1 will have no option but to increase lactoferrin production in order to continue supplying a2m under the supply agreement. If anything this announcement from sm1 reinforces the strong growth of Chinese label a2m IF now, and forecasted for the future.
A thought for the wise. Considering we are now in FY 4Q can we expect a2 to release an announcement soon relating to hitting the $1 billion revenue milestone? I think that this is the next most likely announcement to propel the SP north of A$15 in the short term - even more so if announced sooner than later.
Chart update, page-9979
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