Plenty of live Shorts to keep things in check.
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Only you old sooks could get mad at a clerical error from an admin staff
Latest Keith Woodford installment - Page 31
https://issuu.com/farmersweeklynz/do...68707/66097468
A recent take on what the Daigou channel means for A2M. 30,000 parcels a day!
Jayne Hrdlicka, CEO of the A2 milk company, said.
“You can imagine… every month we are increasing production quite significantly.”
https://vimeo.com/304038218
DOW pre-trading up over 680 points so expecting a GREAT day tomorrow :p
Ahem, perhaps you are splitting hairs.
ATM has multiple supply contracts with multiple producers in multiple countries. This is the essence of ATM's disruptive 'low capital' model.
Sure, ATM's IF is currently primarily produced by SML, however this can change, particularly as the partnership with Fonterra develops.
Not so sure about this.
Synlait says they are holding the IP to the A2 infant formula (there is more than milk in it ;); as well as holding the import licence for the A2 formula into China. I don't see why we should not believe them.
Nobody else can legally manufacture this formula nor sell it into China.
Any other company first would need to develop their own formula (which would be different to the Synlait A2 formula) - and than they would need to go through the whole approval process with the Chinese authorities.
Not impossible, but it would take considerable time and money.
In my view it is more likely that A2 will use the other A2 sources to produce different A2 milk products (like liquid milk, cheese, ...) which are lower margin.
Obviously - A2 could go for a takeover of Synlait, than they would own the IP and the licences. Mental note ... buy some more SML ;);