Giff I think that this will be very interesting think about this:
1. Due to Casein they raise many prices
2. Due to the effects of Casein they cut costs even further
3. Due to Casein they now earnestly look for non Casein substitutes to reduce costs
4. They continue to roll out new items
Now assume this:
1. The price of casein drops (which according to the CC is somewhat seasonal) There are increased efforts to generate the byproduct from the existing milk supply stream, since the price of casein is so high, what was not economical before perhaps is now. 2. They most likely will not give back any current price increases hence more profits in the future if Casein prices declining 3. The additional cost cutting will also generate better bottom line and are currently not in the profit picture.
So if Casein drops in a few months the company will be infinitely better off than it was last quarter. jmho
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