If it's something to do with the coming Aussie listing, to whose advantage is it to drive the price down prior to the listing taking effect?
a2 Milk Company? :ohmy: Could-be, food for thought! :eek2:
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If it's something to do with the coming Aussie listing, to whose advantage is it to drive the price down prior to the listing taking effect?
a2 Milk Company? :ohmy: Could-be, food for thought! :eek2:
a2 is selling for $4.70 at coles now, everyday price, not on special - in line with Aldi's price. Given Coles and Woolies reputation would it be safe to assume this is coming out of a2's pocket?
That's a good question GS that probably only ATM could answer.
It may just come down to the terms of the respective retail agreements. With farm gate prices having dropped so dramatically the input costs for ATM will become lower over time.
It would be natural for the retail supermarket chains to want to share in that, although I would suspect that probably ATM margins would remain the same or may well even improve actually.
A retail price point drop from $5.00 to $4.70 is a much much lower percentage than that of farm gate milk prices which are down 40% or so in a relatively short space of time.
Interesting story here from the well-informed Keith Woodford about a big shakeout in infant formula prices in China. Not clear how it might affect a2MC
https://keithwoodford.wordpress.com/...ash/#more-1237
Looks like it might be heading sub 50c soonish...
Got me wondering do only us see its potential? Buyers are a lot less then sellers.