Ann: Letter from CEO providing business update, page-4

great update. Jay certainly informing shareholders rather than the glossy updates that really go nowhere.

meat or no meat in DCF range is irrelevant, they ditch it & would make no difference to company or SP.
Seems they on the verge on the fake meat product.
I've tried the V2 fake snitzels recently & their absolutely fine, I mean in a sanga with lettuce sauce etc.

I see the oatmilk facility has been pushed back to 2024 at best, will just outsource the production, guess better than Italy.

I received email from DCF as there no longer selling their oat milk products to east coast, that's it no more online products at all for east coasters. The WA bubble reigns supreme. I was a regular buying. recently moved home & my 3 local woolies don't stock OatUp...I know they have it from memory in 500 national WW stores, I'll have to look beyond, if I can be bothered.

Guess the story continues, certainly some hope as the potential is huge.