Yes some very relevant point. Time frames and possibles, figured we're "safe" from now to February which is where any ST significant
SP price will happen. A2M and there New Zealand alliance has the potential to increase productivity, a 10 cent a litre increase would open up alot of land to dairy but is a long term prospect but imo still an advantage. Still the chart although a handy tool is inconclusive without other variables included. Australia supplys 6% of the worlds dairy needs where as NZ is at 38%. BKL Is reliant on Australian milk supply. As always IMO and DYOR
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demand is incredible... and growing!, page-31
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