On that one, Harrie, I think we should take some reassurance from the way a2MC is now turning itself into a multi-product international company rather than just a NZ one or just an infant formula one. It's exporting a lot of product into China now from Australia, and that will expand. Even the company that processes infant formula for it here (Synlait) is very much a Chinese company now. It's contemplating UHT sales into the European continent from its UK subsidiary. It could even export out of the US.Quote:
Originally Posted by Harrie
The point about A2 Milk is that it's not specifically a NZ thing. As its UK CEO Scott Wotherspoon has said, the plan is to move on into other countries once it is well established in the UK, China and the US. While a2MC could get caught up tangentially in issues like the current 1080 scare, and its SP will inevitably fluctuate, it should be regarded as a longterm investment with bigger horizons.