Well, I suppose amazon is delivering to the US - aren't they?
https://www.amazon.com/a2-Platinum-Baby-Formula-Toddler
But than, it looks like the product is currently not available anyway ...
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Well, I suppose amazon is delivering to the US - aren't they?
https://www.amazon.com/a2-Platinum-Baby-Formula-Toddler
But than, it looks like the product is currently not available anyway ...
I am sure there are many others ... and, to be fair - China certainly feels bullied by Trump and his lackeys as well.
Just imagine - we are blocking the purchase of perfectly good Chinese telecommunication equipment just because the US claims (without evidence) that they might do with their equipment the same to the West than what the US was trying to do with their chips and equipment in China (and other countries)!
But hey, I think this is the wrong thread to expand on this subject and will cease to do so here.
Just wanted to highlight that there are maybe more potential risks for A2 than some of the investors seem to think ...
All milk powders subject to duties on entry to USA. For NZ only a certain quota of cheeses, proteins & i think small vol of butter get tariff relief. ATM will be using local milk for their liquid sales in NE USA. Doubt they have much interest in getting into the complex IF market in US which is largely driven by large State tenders for food programmes.
I actually think it is a very pertinent risk to all NZ exporters as China holds the upper hand when it comes to trade with us.
We are able to compete in China on the back of the huge store of goodwill built up over the years by the Clark government (first FTA in the world with China by an OECD country) and then, John Key's smooth diplomacy of making sure that NZ did not get offside with Western vs China politics.
Now we have an inexperienced blundering government simply following in the shadows of US and Australia in antagonizing China with all kinds of silly decisions.
Definitely a risk to watch and monitor very carefully.
What was the previous all time high for ATM
Shorts starting to close, still plenty still open though. We might see a spike on results day like last year and then a prolonged cool off period. This company is fantastic but is it really worth $10B NZD, that'll be more than Qantas.
Attachment 10307
Disc: Still overweight looking to sell a few more at $15 hopefully sooner than expected.