Dalywaters/shareholders,
BFC "hidden reserves" (Cream and Whey) now exposed.
Impact of margin losses will be H2 FY22/3 and forward.
Appears margin position on BFC products is,
- Mozz - loss if prices below $8.50kg ex Factory. No contribution to Head Office costs
- Cheddar - don't make it.
- Lactoferrins - breakeven at $400kg. Today price is ?? Some demand increases but big supply. Check NOU and BGA prices.
- Cream - sell surplus at $10000kg Surplus is approx 1500kgs annual. The SAVIOUR but never reported.
- Whey - was the goldmine. Never reported. BFC produces approx 8000 tonnes pa. Price today say $1000 kg, Cost $750kg. Margin Factory profit
- Meat - loss and owns site..
- Water - ??
- Beston Tech - not reported today.
Who is buying?? Price looks to be in a permanent downward drift.
Sexton retirement???
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