I'm not sure about this co. It seems to be reasonably on track...

I'm not sure about this co. It seems to be reasonably on track in repositioning itself, but it's hard to get a fix with the business make up changing so much. The exciting future to me is in the milkpowder additive production, but commissioning that is way late (excuse the pun) and forecast dates repeatedly overoptimistic. Reading between the lines I think production and sales is constrained by whey supply. If they get this right and lactoferrin market stays so rewarding, it will be a company changing investment.If not its a $20m(?)millstone.Which is it??? To hard to call.I'll wait for significant Director buyer as a good guide.