Apologies if you have already seen the following announcement from Bega. You may find it of interest.
Bega Cheese is a key supplier to Bellamy’s (ASX: BAL) and has been and continues to discuss supply arrangements and volume forecasts with them. Bega Cheese supplies infant formula to a number of customers with product destined for both Australian and international markets. There continues to be strong consumer demand for infant formula in China and in other Asian markets. Moreover, as a sub category the consumer demand for organic infant formula which Bega Cheese produces is also strong.
BAL Price at posting:
$6.68 Sentiment: None Disclosure: Held
