Make BAL great Again!!!, page-143

Now we know demand is as strong as ever and still growing, I'm just very interested to put a $$ value on the Fontarra production uplift. How much more have they been able to produce this half?

What does "step change" equal in revenue terms? Hopefully a lot!

Supply of organic milk is definitely one of the things analyts don't like about BAL, because it is so hard to forecast, as really, only BAL themselves have any idea what is happening in the market place. They have been better at educating the market and releasing production volume charts etc.

The revenue numbers don't lie though, they have done a phenomenal job of growing supply over the last few years.

If supply continues to grow as it has in the past, then EPS of 0.70c+ is on the cards for FY17.