Shareholders/stockwatchers,
Is Whey Powder the secret BFC Goldmine?
Whey powder is the Lactoferrins replacement and guess what BFC has had Whey Powder for the whole journey.
Whey Powder is a function of Mozzarella make. BFC produces approx 8000 tonnes on Whey Powder annually if Mozzarella plant works efficiently.
BFC margin on Whey Powder must be big and BFC is the only Australian producer of Whey Powder.
If all correct then my prayers have been answered. Buy, buy buy.........................................
Can someone check the numbers/facts/logic. Thanks
Ausfine monthly Dairy summary shows,
1
It would be difficult to describe the recent price action in whey proteins as resembling a roller coaster as that description is way too mild with the swings both up and down being a lot more violent than any ride anywhere in the world. For a period not so long ago IF you could find any spare instantized whey protein isolate you would be paying well over US20,000/MT. Then it appeared that those crazy high prices were finally passed onto consumers and they said “I like having muscles, but not ,000 muscles” and demand appeared to almost evaporate overnight. So much so that the pricing of WPI & WPC began to plummet and continues to do so. The price is now below US10,000/MT which means a fall of well over half and when you talk these types of big numbers a fall of US10,000MT over a short period of time is something quite extraordinary and historical in the size of the swing. Is anyone brave enough to call the bottom? Not sure if we’re quite there yet but fair to say we’re a lot closer to the bottom than we are to the top, which feels like a long way away now.
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