Another green day :t_up:
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Another green day :t_up:
I am neutral on FSF.
I am making the point that the market as a whole was so hyped up about ATM's brand power that it completely missed the wood for the trees - in the end, it's a matter of time before that first mover advantage brand power dissipates unless the company spends heaps on marketing, promotion and advertising. Something that Jayne wanted to do but the BOD disagreed - preferring to focus on the short term than the long term.
It has taken the pandemic to expose just how hugely vulnerable ATM was to one particular channel it had no control over and now, it is going to have to spend BIG just to standstill!
To recap :
" .....At the same time there is the trend towards China becoming more self-reliant in dairy and in infant formula."
" .... But a phenomenon related to Covid saw supply interrupted early last year, which saw more consumers turn to local brands, accompanied by an aggressive marketing campaign by the local infant formula companies."
" ..... There are these exceptional periods that have altered supply and consumer demand."
Thanks for taking time to check for me,how did all the other stocks go?
Awww...hyper...or is that your hyperbole again
You got the emotive language and exclamation marks,but forgot your usual emoji...
No emotive language,no exclamation marks and no emojis,well done,see,its not that hard,give yourself a pat on the back.