COVID-19 is impacting on any food processing activities...

COVID-19 is impacting on any food processing activities conducted in NSW and VIC. Bega's Coburg facility closed in late February due to decreasing demand for some cheese varieties and:-
According to The **promotion blocked**’s JamesMickleboro | January 6, 2020… “operations in the Bega Valley have notbeen impacted by the fires, but a number of its suppliers have been. This comesat a time of unprecedented competitive milk supply conditions.”

And Ken Hall | May 19, 2020 from Motley also notes … “the recent boost for Bega may be a little short-lived.There’s strong competition from the homebrand products in Coles Group Ltd (ASX:COL) supermarkets which are supplied by rival Murray Goulburn. On top of that, Australia’s relationship with China appears frayed which could hit Aussie exports hard.

Bega exports over 60 million units of cheese per year to approximately 40 different countries. That means the Aussie dairy group is facing some medium-term headwinds and could see earnings under pressure in 2021.”

I've had Bega shares since Jan 2018 and I'm just holding on....