Oops my mistake..... as always DYOR!
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Interesting that A2M has held up on open given its lost 12% in value in its stake in SML.
Indeed, todays SML result and the evident 'hard bargaining' by ATM management over margins is a credit to ATM's management team, their 'diary disrupter' model and an endorsement of their 'capital light' v SML's 'capital intensive' model.
Remember Beagle's thread on which would be the best long term investment, SML or ATM? Maybe today's result gives us a message.
(Disc holding ATM not SML ....DYOR)
how screwing up SML would add any value to ATM?
SML should help Nestlé A2 to enter China if ATM is playing around the margin. the key part of SAMR registration is the source of your material.