I agree with you. I think this announcement can reflect the increase demand from A2 IF, since A2 IF consists a big chunk of the total production of SM1. Also A2 hold 9% of SM1, so A2 shareholder should trade this as a positive announcement.
Regarding to the $1 billion revenue milestone, by 31/12/17 our IF market share has reached 5.4% of total market worth usd 20 billion. I think our IF sales from China and ANZ should be close to $1 billion. The total revenue shall most likely over $1 billion. Should I call I will eat my hat if the sales no over $1 billion?
Chart update, page-9983
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