They should at least outline their strategy for IF in the USA. I think I said this like 2 years ago.
They seem to not want to do anything until they surpass $100M in fresh milk sales, which is really just an arbitrary target and not a clear indicator of how IF sales would go.
It would be difficult getting IF in there, partly due to the extensive clinical trials process required to demonstrate the product quality standards, but mostly because US domestic IF manufacturers they would be competing against are heavily subsidised.
But as
@Golfer01 mentioned there is nothing stopping them producing Stage 3 and 4 for the USA market now, through Synlait, and eventually Mataura as they upgrade the facilities there.
(20min delay)