Good post MAC and thanks for the reminders on why I have and continue to buy this company as a long term hold and fully expect S/P to continue its volatility for quite some time yet.
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I'm looking forward to buying; when the trend reaches the bend at the end.
I am tempted to buy at current price, but the selling pressure still quite huge, better to wait.
Should be helpful for ATM ?
A2 retail prices in Australia have not altered in two years or so, during that time in NZ, and presumbably Australia, farm gate prices have risen, peaked, and are now dropping back.
Lower international commodity prices should over time lead to lower farm gate costs for ATM both here and across the ditch, thus greater overall gross margins, so yes it should be net positive for earnings.
And the falling dollar will help
Has anyone tasted A2? Went to Pak-n-Save today and could'nt find any.
Countdown have it and it tastes fine.
I've seen a couple of articles in the last week now like this; http://www.washingtonpost.com/blogs/...-be-a-reality/. Man made milk seems to have many pros and few cons. Couple that with growing public sentiment towards dairy farming and environmental impact and it could get some real traction.
Any consideration on this? Still a few years away, but it seems like blow for cow produced milk.
PP.