SHORT SQUEEZE, page-14

Yes, just one of many positives ahead, plus China's growing middle class. USA and Canada expanding massively, the fresh milk business there is going gangbusters and A2 is getting a very warm welcome. Korea ramping up. And massive growth in MBS stores in China, 20,000 to 27,000 stores in just the past year (all achieved in the midst of Covid).
Daigou will be the cream on top if it ever returns (which Im sure it will), but we wont need to rely on it for growth once all the other channels are in place. Corporate Daigou already recovering, our Andy is busy.
Mataura will come online as the southern milk pool increases, at a time when all other milk products will join IF as tariff free ex NZ from 2024. Long list of potential products for MVM to produce that currently aren't being produced by Synlait, think UHT etc.
And MVM will capitalise on cheaper electricity prices to absorb some of the surplus left from Manapouri when Tiwai Aluminium smelter closes.
The stars are aligning.