If you look at Synlait's expected IF production for the 2nd half, it's slightly more than for the first half (18,000 mt). So i expect A2 IF sales into China won't experience the same exponential growth that we have seen. It's simply not sustainable due to supply.
The big variable will be how quickly US/UK sales increase, along with the impact of the Fonterra arrangement... On the latter, I'm interested to see how quickly they can bring on A2 milk supply to produce IF for other sales areas (not AUS/NZ/China due to Synlait's exclusivity arrangements).
Baron
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