More concerned about the Trumpet and Macro events than the SML issue having said that it's all just noise for the patient as attested to by the Wall of Worry over time having no lasting effect on a rising market.
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Couldn't Fonterra start supplying the Aus Daigou market which is where the bulk of the IF currently goes? That would be a worst case scenario with Synlait being unable to keep up but continuing to supply the IF going direct to China.
In any case, there's still lots of capacity at the Dunsandel plant and i'm confident Synlait will be able to meet ATM's requirements one way or another. I think this is largely a Synlait problem which shows the beauty of their capital light business model. Our shareholding of Synlait is barely material considering the market cap we now sit at.
Down 42c in Australia today.
Fonterra has a mix of farmers in their cooperative and many of them have isolated a2 cows in their herds and are working with A2 to manage those herds in a constructive way against A2 policies.
Also a2 milk that's sold in every grocery stores is coming from a2 cows in the region that the milk's being sold. The same thing is true in the US, the a2 fresh milk that we sell in the US comes from US a2 cows. The product that they sell in the UK comes from a2 cows that they have identified and are taking milk from in the UK.
Isn't that interesting? I didn't know that... I thought A2 milk only comes from NZ and AUS.
Diversity of supply is one of the key strengths of ATM's 'Capital Light' International marketing stance IMO.
Made me smile when ATM SP went down in fear of Trump's tariffs some time ago..... little did they realise ATM USA is as American as pumpkin pie!
ATM's China milk supply is protected by sound free trade agreements between China and NZ/Aust.
Way to go ATM!! (Disc - Happy holder)
A few transactions of less than 10 shares. I wonder who really wants to buy those.
if trade war extends to aus/ nz a2 will get hammered. i see trump is letting aus of now over aluminium. what will happen if aus/nz have to pick sides