vote of nil confidence, page-72

A2 Milk should be making an announcementon on  why stock is not available/ there is a shortage in NZ and Australia and anywhere else.  

There shouldn't be a problem with the processing of milk powder...e.g. AFFCO are in full swing getting out as much Lamb (demand overseas and NZ for Xmas) so they will be working 6 days a week, days and night shifts..I am sure Synlait wouldn't have a problem of meeting demand if the supply is there??          

https://www.milkbusiness.com/article/china-biggest-wild-card-global-dairy-markets

Levitt and Beck also note that the weakening value of the yuan, China’s currency, isn’t helping matters. “China’s currency is down 8% versus the U.S. dollar since mid-April, undercutting Chinese purchasing power,” they say. The U.S.-China trade dispute notwithstanding, there is still some hope for better prices next year. Levitt and Beck note that cow culling is up in Europe, the United States and New Zealand. “By the first quarter of 2019, for the first time in years, we could see little or no milk supply growth from all five major exporters at the same time,” they say. “That could make for improved market balance in 2019.”

NZ Farmers normally cull out 1 million dairy cows come Spring...however this number will increase due to MB disease.

A spike in the number of dairy herds testing positive in spring for Mycoplasma bovis is predicted by a panel of experts appointed by the Ministry for Primary Industries. 

This was because dairy replacement stock, largely 2016 and 2017-born heifers, were the group most likely to be infected, but undetected.

As 2016-born heifers calve for the first time and go into the milking herd, they will then be tested for the disease as part of national bulk milk testing. 

"There is an expectation that some new herds will test positive this spring. We don't know how many. Hopefully, not too many," says the chairman of MPI's Mycoplasma bovis technical advisory group (TAG) Scott McDougall.