I hope nothing is brewing too... With almost all my money on ATM now, i am keen to see a good ASM with lots of positives and a clear pathway.
P.S- you are right couta-not as bad as the previous years when Jayne sold her shares...
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I did say 13 was an outside chance, has to break 14.50 first and not just for a few days .
Yes china politics is a problem but as one voter holder pointed out they buy farms here. But remember a good party member will always poop the party for the parties good not the good of the people.
As for the product i will politely ask my bio chem phd on count 3 lowering , whats all this protein stuff anyway, just arguments over spilt milk?
A recent report says Chinese consumers will be buying goods made in China, rather than global brands, on Alibaba's big "singles day" sale later this month. If this eventuates, then it may take some of the gloss away from a2 Milk, which has been the sixth largest global selling brand in the sale.
who knows where to get this report?I don’t believe Chinese middle class will consider made in china infant formula.
It'll never happen, the CCP is the biggest hypocrites I know. They say how strong their nation has become and everyone's resenting them because of jealousy, and how far ahead in terms of technology they are, but the truth is everyone wants to have an iPhone, drive a German car, eat Aussie beef, drink NZ milk, watch a Japanese TV. There's just no trust in Chinese made products as there's just too much dodgy / fake products, the nationalism is real until they have to walk the walk themselves, therefore there will always be demand for foreign IF.
If they place some kind of blanket restriction on foreign IF, daigous and grey markets will take over.
I still believe that the end user will get their hands on the product, one way or the other, there's just no trust in their own products, especially when it comes to infants. I understand that China wants to be less and less reliant on foreign products, as they're pissing more and more of the world off.......... but I don't think they can do that just yet.
Imagine telling the vast majority of the new mum and dads that "No, your little precious have to drink our untrusted IF, because the party says so"...... what a sight to be seen :D
Amazing how many China specialists we seem to have on this thread ... and interesting that they make money from owning shares in a company which benefits from selling to people they seem to despise and ridicule.
Maybe you should review your PR strategy - not good to put down the best customers of the company you effectively co-own. In the long term it is always better to show respect to the people who fund your livelihood (or your next gas guzzler :): , particularly so if they are people with pride and used to play the long game.