Great call @arms
Initially looking at the 19FY forecast it was interesting to only see the forecast of 41000-45000MT of IFC sales but when looking deeper into it and seeing the large inventory build up as well as the significant increased numbers in lactoferrin it all makes sense now on where its heading.
Imho seems that the forecast is conservative as they probably only have the requirements on finished volume to be available during H1-19FY.
GLTAH and DYOR
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