Does the US consumer believe in the product as the China market does. We have had contact with Bio Chem personal on the subject of proteins in milk products.
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Does the US consumer believe in the product as the China market does. We have had contact with Bio Chem personal on the subject of proteins in milk products.
In response by Bull mentioning Bubs earlier. Expecting Bub's supply chain to be changing shortly with them purchasing a factory in Beihai - China (worlds fastest growing city) to manufacture IF from Australian product eliminating Daigou traders............
What I do know is that milk and dairy in the USA tastes like crap. Might be personal preference but I’m certainly not a fan of orange cheese which tastes like plastic, or milk that tastes like water.
My gut says A2 will make significant in roads in the USA, another big opportunity.
Like this bit from Forbar:
ATM is trading at a one year forward PE of ~24x (~21x adjusted for cash and ~19x when also adjusted for US losses) — attractive against any benchmark.
Attractive ...and cheap
the market is right its only worth as much as the market says , broker reports are what they are and are adjusted all the time . probably down in time
Funny thing this sharemarket, when things are on sale people run for the hills and dump their stock, but when things are selling at a hefty premium and high P/E people are lapping it up and buying up large. (FOMO drives most of the sharemarket I reckon, not fundamentals or technical analysis)
I only shop at sales.