If the new Pokeno facility is on track to be commissioned in early Spring, which will double the IF capacity out of Synlait, then we might just find out on March 20 the possibility of further increase in supply and therefore sales.
If the new facility will be commissioned in time then the need for a significant finished IF inventory build up prior to significant events in the H1 20FY are less important imo.
GLTAH and DYOR
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