Exactly, you can’t sell more than you produce. But if AHF...

Exactly, you can’t sell more than you produce. But if AHF dedicates about 2.5 million litres of milk to infant formula, they could theoretically crank out 800k–1 million cans a year (assuming multiple shifts and solid cost control). We’d all love official data to confirm they can sustain that, especially if demand spikes.I’m using 2.5 million litres as a ballpark, but info is scarce. I guess they could always buy extra milk if needed in a squeeze as long as it fits the precipice profile needed?

Reports hint they hold 400–700 hectares, which suggests it could potentially be 400–500 cows? This could yield the 2.5 million litres. I actually spent 40 minutes on Nearmaps trying to spot the farm, thought id try and get AI to count the cows! haha no luck so far, so maybe I’ll end up calling investor relations and heading down to count the cows myself haha