Correct and that tipping point can be a few years down the track. Thus the probable supply shortage at the moment, sales have outstripped the available supply growth.
Not a bad thing and shows the difficulty any competitor will have, if synlait with established herds are having.
All will be fixed sooner rather than later, Synlait are stating a 27% supply increase of IF this Fy after all and that is after doubling supply last FY.
Better to be in this position than many other companies. Lets see what the Agm update says.
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