You obviously haven't been selling enough, time to up the enthusiasm.
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Interesting. What do these data say? Do they specify the client? Is this client Synlait or is it ATM? If they just specify milk powder, than most of it is likely to be Fonterra and SML-A1 milk powder.
Whatever it is - it might be worthwhile to remember that the lions share of the high margin SML products don't take lots of space or tonnage (Interferon, which would be anyway no A2M product and A2 infant formula, which is) while the heavy weight export (A1 milkpowder) commands quite frugal margins. Not even sure they ship Interferon and A2 infant formula by sea - but I might be wrong here.
Just saying.
Shorters trying their best to keep price down, small gap just filled.
As far as I know almost all IF out of that port is A2's. You can compare the total exported out of that port to the total sold in MT and they align nicely.
This shows what I mean. Credit to jzhuang from HotCopper for the data.
Attachment 10319
Any know what A2 supply and manufacturing agreement is with Westland Dairy? They been putting out a **** load this season according to someone on the ground.
And here again in NZD terms. 40+% growth certainly looks on the cards.
Big credit to jzhuang who keeps this updated over at HC whenever Stats NZ release the latest export data.
Attachment 10321
https://www.nzherald.co.nz/business/...ectid=12204157
NZ exports getting the cold shoulder now getting played up (deservedly so) and no doubt will impact on sentiment (especially from Aussies) towards export stocks in NZ exposed to China market - which almost all are!