Looks like Jayne is doing with US what Geoff did with China in his time.
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If Jayne can manage that -she can sell as many shares as she wants, whenever she wants as far as I am concerned
I liked the part in their last report/update when they commented that the USA is following the same sales trajectory as A2 achieved in Aussie. That's huge potential!
Never mind raw milk and creamers, if A2 has 30% of the Aus IF market and even if we discount a fair bit of that disappearing to China via Diagou channels, 10% of the USA IF market would seem v achievable.
Being capital light and able to source product from a choice of suppliers/partners as well as countries (Aus, NZ, UK and USA) is a huge strength IMO.
Crikey I might be falling in love!!
From over in HC some pretty amazing IF export stats, looks like a v strong second half to supplement the additional ad spending.
Remember this product will reflect the higher margins negotiated ex SML !!
Attachment 10424
GS report today probably summarized by media shortly with Feb 2019 volumes leaving Lyttleton port
NIKKO ASSET MGMT DREADS AN A2 MILK TAKEOVER OFFER
Interesting read...
http://www.sharechat.co.nz/article/b...ver-offer.html
Jacinda having a day in China next week .....hopefully might be good for A2 (and others selling into China)
Meanwhile details of A2's USA (Chicago) marketing can be seen on this site (it may take a bit of time to load.) Impressive. IMHO.
https://theescapepod.com/a2-milk/
Good article, thanks for posting. Shows both the power of the Chinese market, plus the dilemma and inefficiencies inherent in the diary industry.
Meanwhile, Motley Fool see's ATM/A2M SP doubling from present levels over the next 2 to 3 years. So say 33% pa that's pretty good growth still left in this stock. See it here.