KTD 2.86% 18.0¢ keytone dairy corporation limited

The raw materials side is over supplied and prices are low so...

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    The raw materials side is over supplied and prices are low so KTD has some headroom there.

    The demand is in processing as much as China wants to buy, in the formulas where there is demand.

    And thats exactly what KTD is doing. By taking advantage of an over supplied raw materials market and Value adding the processing to be then able to Can and Tin the Milk to be stored and exported.

    My Guess is that China is not only consuming these products but also stockpiling.

    So I cant see any drop off in demand for a decade IMO.
    Last edited by ChippyDude: 06/03/19
 
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