Expect more 'dumping' of WMP from MG on the market. Currently sell at $9 (Devondale WMP) vs $13 (A2 WMP) for 1kg.
They will have a lot of extra milk which they will have to do something with. It may have impact on A2M WMP sales if MGC discount heavily and go for volume, but we know a2 is a differentiated product, so should not have too much impact overall.
Let's see how they respond.
Closing price above $1.82 is crucial, page-613
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