Originally Posted by
bull....
you not taking into account feihei is the national champion in the infant formula space now , used to be a2. as nationalism rises so will local brand buying. baby births declining world wide means the available market in the future is smaller with potentially more players fighting for declining market share]
With respect, although the facts you provide are accurate, I don't agree that they provide a significant increase in risk to ATM. Even with a reduced number of babies, increasing preference for local brands, and increased competition in the market, the opportunities are still enormous.
Disc: I dropped half my ATM holding at 12.90 for reasons that had nothing to do with my belief in ATM's prospects.