$Oatly Group AB(OTLY)$1. Over 25% of the population in the >=60 year old bracket and that % is increasing at an accelerating rate. This group of the population underpin demand for plant-based milk.
2. Demand for Plant-based milk grows MUCH MUCH faster than animal-based milk. However, the Supply of Plant-based milk is much harder to catch up. Because..
3. Dairy animals multiply.. a 10K head farm would have an additional 2K new female animal EVERY year. But..
4. Oat and Soy are annual crops. You need to expand the farm land first.
5. Volume for soy milk fell behind Oat milk.. Oat has better nutritional structure.
Oatly is at a HUGE discount at the current level.
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