Synlait IF 1819FY Estimates, page-13

lol, we are having a convo over two threads (sorry to those reading!).

Thanks for that, I was looking at the wrong release (re interim Synlait report)! I see your point, however regarding your comment re a 10% increase in supply - from memory there was an approx 40% increase in a2 suppliers from fy17 - fy18 (43 a2 farms in FY17?). If correct, hopefully they can repeat that supplier growth.

One thing I do not understand is the makeup / relevance of whey protein and its volume in finished IF. I see that it a2 IF is mixed 60% whey protein 40% casein. A posters comment I read a while back said that whey protein is not a1 / a2 - it is just whey protein.... if that were true, IF output would grow 2-1 (i.e. finished IF output vs a2 milk supply input) as they could use whey derived from a1 - which would also mean that Synlait's a1 suppliers would still be contributing to a2's IF output.....

@Chianti - does it make a difference to digestion if whey protein is derived from a1 milk? and if whey protein doesn't differ when derived from a1 or a2, do you think its likely whey protein derived from a1 milk is used in a2 IF for the cost benefit? Also do you have any idea of the % makeup of ingredients to IF and what portion of that is derived from a2 milk?? Sorry, and thanks in advance!

My mind is not functioning properly here, and obviously I need a bit more education on IF composition and protein types!