You are absolutely correct . If farmers are currently selling lupin primarily as feedstock the opportunity to shift towards supplying for lupin isolate production could significantly increase their margins and longterm viability.
It makes sense that Yaxi or woa to be working closely with major growers to secure volume and pricing stability, especially as downstream partners like Univar prepare for bulk orders in the 50 to 5000 tonne range.
The fact that WA grows 80% of the world’s lupin gives them a strategic edge both in negotiating power and in establishing lupin isolate as a highvalue, sustainable protein source globally.
WOA Price at posting:
2.1¢ Sentiment: None Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)