Thanks for the reply. Hope they come good. I just can’t see any...

Thanks for the reply.
Hope they come good. I just can’t see any way out of a capital raise and progression to sub 5c. I sell into the Infant nutrition market and it’s not good out there. Look at RB leaving Tatura. A2 & Synlait struggles. LF market, supply overwhelming demand. Friesland Campina are experts and are market leaders for quality having established relationships, even they have extra. Beston would not get a look at a FC client.
It’s not sunshine, lollipops.
US Mozzarella, yes trading 5300 to 5450.
Beston have offered into the market @ 5400.

Here’s the big issue. Not freezing mozz on production. Lowers shelf life.
Cheddar improves with age, mozz deteriorates fast.

there’s a danger they don’t sell it to protect balance sheet and the stock gets sold to a processor due to soft body @ $2/kg later on.

sexton payout looking more and more like jumping off sinking ship and shooting a few more holes in it on the way out.