thanks again for your efforts.
I have looked through previous announcements.
we are currently sitting on roughly 20k goats with all milk products sold. this represents 65% of all the dairy goat herd in Au/nz.
aiming for 50k goats by end 2020 ie a bit over double production capacity.
so basically what we are saying is that by 18 months time we expect sales to only be 2.5 times what they are now?? because that is what maximum supply will be.
I would anticipate a rapid and massive uptake in sales through the mainland Chinese physical stores.
People often have difficulty conceptualising just how big China is as a market.
As previously asked, where is this supply going to come from.
for reference as to how this can go wrong, do a bit of reading through Bellamy's problems with the very same issue 5 years ago. bad supply contracts signed in desperation to keep up with demand and a corporate implosion.
in answer to processing bottlenecks. the same issue only different. I believe the Deloraine facility has this covered. as for Tatura (Bega) I am unsure. Bubs could buy processed goat milk powder on market and rebrand. they do not HAVE to own the whole vertical supply. but I am not confident that supply exists.
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