Roycel/other watchers,
Bega is a vulture waiting to attack BFC when it crashes.
When BFC falls, Bega and others will cart the SA milk back to Vic for processing.
SA keeps milk production but loses 200+ (seems a ridiculous number) at Jervois/Murray Bridge.
BFC at 150m litres per year is approx 2% of Aus annual milk production.
BFC is a price taker on all products. Today, it plays in commodity markets.
Processor that just keeps on keeping on is Lactalis.
Roycel/other watchers,Bega is a vulture waiting to attack BFC...
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