A2 milk company should give up fresh milk export to China, page-38

Ha ha, it doesn't work that way, it's 12.5% annualized guidance not quarterly, and it's not my figure it's that of A2M's sole supplier. What Synlait are effectively saying, at the mo, is don't expect prior revenue levels to continue at these levels when the disruption kicks in.

But yes, I also would not be surprised to see A2M reassess in conjunction with Synlait if it proves they are not experiencing, or perhaps expect to experience less disruption than expected. That would be good news for both companies and would coincide well with Synlait listing on the ASX for the first time.

We get A2M guidance on 22nd November, Synlait guidance on 29th November, that is if Synlait don't issue guidance sooner with an ASX listing prospectus. I think they will wait and let A2M go first.