hi CarlosG,
based on FY 2020, it seems sales of A2 platinum directed to China from Aussie based Daigou and Chinese corporate online resellers equated to circa $900 million a year.
I think we can get within 10% of that again in the FY 22 year (i.e $800 million plus) if restrictions are gradually eased and distribution channels are opened up again and more importantly, cheaper freight costs can be achieved to improve margins.
after that, it will depend on normal supply and demand forces to determine sales and margins.
MBS, page-4
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