Well if that is the case they still have a no moat situation and will trade accordingly. Diversify risk with supply alternatives.
As a previous poster commented A2 Platinum is not present at their Coles nor is it at my local Coles & Woolwoths Supermarkets on the Central Coast NSW
The way I see it capacity is that tight that China takes priority (understandable) whilst AU loses share.
Reminds me a little bit about Fosters Beer which overseas think we drink. Hard pressed to find in a bottle shop.
Well if that is the case they still have a no moat situation and...
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