The perversity is the average Chinese punter doesn't trust the product sold locally . ( history of melamine ) so happy to pay more than double for one with a receipt from woolies in Aussie , with the label all in English .
Printable View
Wow what a ride.Tried to get some at 1.41, but by time I put order in it was back to 1.48-1.50 now it's on 1.61. This is better than Rainbows end.Ended up getting some at 1.48 to 1.50.:mellow:
Of course if these guys sign a deal with a2 in some shape or form, it may negate the risk from the grey channel all together.
http://www.smh.com.au/business/chine...02-gok0qy.html
Unless Synlait agree to A2 being one of the three brands it produces? It reads to me that it's more aimed at preventing manufacturers creating multiple brands to flood the market. A2 only appears to have the one brand so I would have thought it would be OK, certainly their comments publicly thus far have indicated that they're across this change and are well prepared.
They do. Their appointed agent is CHINA STATE FARM HOLDING SHANGHAI CO.
IMHO - if the grey channel freezes then the volume currently going to Ozzie and HKG (ultimately to china) will go direct. Also I can't see the product being any more expensive to the consumer if sent direct. Certainly the cost to getting it to market is no more than the cost to Ozzie or HKG.
The number of brands relates to the product manufacturer, not the brand owner.
So Synlait can only send 3 brands into China under current wording
Synlait can choose to have A2 Platinum as one of their 3 brands, but that only leaves Synlait 2 other brands they can send into China
Synlait's own mainstream brand in China is Pure Canterbury, leaving them 1 other brand
Akarola is a direct marketed Synlait brand in China, leaving no other brands available for them
These are just the brands I know about, there may be others
Now think about Synlait ownership. Bright Dairy, a large Chinese dairy company is a major shareholder. Shanghai Pengxin is the owner of Synlait Farms. What if either of these companies want a formula brand for China made at THEIR Synlait plant in NZ?
And then consider that Synlait has just spent over $100M on expansion to become a major third party formula manufacturer. What happens if they win the business of a major multi-national who wants to send product into China?
Finally consider what other NZ formula manufacturers are in the A2 milk catchment region AND have spare IF capacity AND have China manufacturing approval AND have unused brand entry
Sounds like a big risk to me
I personally think the Synlait ownership make up isn't highly relevant, after all, why would the chinese owners want to create their own brand to export into China when they already own a company that has two brands exporting into China and manufactures a third (which has a highly competitive point of difference)? It doesn't make sense to me that they'd bump A2 off just to bring in a third brand. Unless they did it to crash the share price and buy them up so they own the third brand, then it makes total sense.
I'm sorry Falcon but you are wrong on this point. The a2 company used to say that it does not claim a2 milk gets around the problem of lactose intolerance, but now this has changed.
Since publication of the Chinese human clinical trial recently, it has been saying that A1 is certainly a cause of so-called lactose intolerance, and a2 does get around this. And I haven't seen anyone disputing that this is a fair conclusion from the Chinese trial. I think it may have actually surprised a2MC a bit, but that's the big news to emerge from the trial, and I'm surprised you are unaware of this.
Of course this does not apply to Belklamy's organic, which contains both the A2 and the A1 proteins.
The key result reported from the trial was that "Consumption of milk containing only A2 β-casein did not aggravate PD3 symptoms relative to baseline (i.e., after washout of dairy products) in lactose tolerant and intolerant subjects".
What that means in plain English is that after a two-week period of abstinence from all dairy consumption allowing the symptoms of lactose intolerance to completely recede, the consumption of A2 milk did not result in symptoms of digestive inflammation normally associated with lactose intolerance, even in those subjects identified as "lactose intolerant".
This finding has resulted in a2MC openly proclaiming that in the Chinese trial "All of the participants were able to drink a2 Milk™ even though it contains lactose", and that "symptoms of lactose intolerance ...completely disappear when participants drank a2 Milk™" There4fore it asserts that "The extent of lactose intolerance could be a myth and the symptoms are likely to be a result of an inflammatory response in the gut caused by the A1 protein".
So the company is not saying ALL cases of lactose intolerance are in fact caused by A1, but a lot certainly are. And in China, where lactose intolerance is a general problem, this is huge.