Roger/Board members/shareholders,
H1 FY 22/3 announcement is coming. Teaser Press must be close.This years H1 should be an improvement over most (probably all) H1 result postings.
Dairy prices are on an up - refer below. Markets now showing signs of softening. Time lag to Australia and impact on BFC?? H1 FY 23/4??
Roger in H1 results announcement can we please get the following,
- Market suggests H1 results are good. Positive EBITDA range $6-10m. Can we get a Full Balance Sheet. Interested to see Stocks and Debtors figures. If sales (Revenues) are good then Stocks will be low and Debtors under 30 days?? Free cash will show inn Bank BALANCE?? Are sales really sales??
- Milk price - BFC pays $9.42kg MS. Others are now $9.90kg MS. Will BFC have to move price from July 1 2022?? If BFC has to pay a further $0.50 litre for milk back to July 1 2022 then EBITDA impact is $7.5m. BFC back to losses in FY 22/3.
- Mozzarella - Factory cost is approx $8.50kg. Selling to price to WOW and McCains - above Factory cost ??
- Breakdown of Cream sales (Industry has short supply - has BFC forward sold??) and Whey Powder transactions. Cream and Whey are the two (2) BFC PROFIT lines.
Whilst awaiting Press announcements I won't stop praying................................
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