Ann: Synlait updates full year 2020 guidance outlook, page-67

They have increased capacity of lactoferrin, which is experiencing a reduction in price over short due to supply and demand changes, however overall demand trend is up and strong for lactoferrin, more and more uses and applications are being found for this product. Coronavirus won't affect supply chain of SM1, they have included the impact to be conservative and as part of their due diligence- thus far, no impact- on the flip side, their product demand might even actually go up. I think we will see some strong bargain buying starting to emerge.