Well thats a pretty loose paraphrasing it actually states:
Synlait will enjoy exclusive supply rights up to a specified IF product volume and a right of first offer for certain additional volumes, in both cases in respect of the IF stages 1-3 already supplied by Synlait and for sale by the a2MC group in the markets of China, Australia and New Zealand;
Synlait stated at their AGM that they have the supply and in fact most of the inventory amount they had reported as inventory buildup was in fact bulk product.
$100 stock, page-54
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