Shorters are going to burn at some point no doubt We are one...

Shorters are going to burn at some point no doubt
We are one announcement away to address our supply concerns, I would choose contracting the work to a third party and saving on capital expenditure rather than building an expensive plant, goulburn valley was mentioned as they are looking to increase their capacity if demand warranted.
Bal have done the same thing and contracted aus fonterra from mid 2016.

Management imo are now deciding how much they want to produce and forecast the chinese and local demand, a tricky exercise because you dont want to oversupply and assume parabolic demand to continue, but you do want to capture this current demand and make sure shelves are stocked and not empty.

Our infant formula sales avenues have increased with tmall. Jd.com and woolies joining tmall with our product meaning we need IMO to double current capacity

It will be interesting to see how our milk demand is progressing last estimates we captured 9% of domestic market share, and the us and uk markets have just begun.

Either way I remain confident management have been working overtime on all issues in particular our infant formula sales based on the ceo's public comments in December.

So many things to look forward to for long term a2m holders and traders alike