Comvita - CVT

[BlackPeter]

...

I think this is what "China Resources" will be considering with their take over offer of Comvita, and why they see it as a good long term play. I believe that A2 Milk will eventually collapse or pull out of China (not anytime soon), as the Chinese will come up with their own local version and copy them. However, Comvita has to be taken over as they can not copy them.

Pull the other one ...

I guess no doubt the Chinese are concerned (as anybody else) about controlling and securing their food supply. Nothing wrong with that. Of course will they have at some stage A2 herds - as well as whatever fruit orchards they deem necessary to feed their people.

Will this result in A2 milk collapsing? Not sure why. I agree it is likely that the world milk supply is likely to move towards A2, but than - Fonterra is producing A1/A2 milk (as everybody else) and didn't collapse yet despite the chinese having the same herds ..., so why should A2 collapse if the world moves A2?

But back to Manuka - one needs a healthy dose of blinkers to think that Manuka honey is anything special ...

Two issues:

1) So far there is no evidence for Manuka honey being any different in its nutritional or health value than any other honey when eaten:

https://www.consumer.org.nz/articles...oaAgm8EALw_wcB

Sure - this does not stop the Chinese buying it - I heard it is especially potent when mixed with powder from white rhino horn and dried tiger penis ...

but maybe they move on at some stage to the next fad ... and

2)

If at some stage somebody is able to prove any positive health effects (other than placebo) of Manuka honey - than, as indicated by others, it is easy to source Manuka honey from Australia. And - if the Chinese are really keen - what do you think will stop them from growing Manuka in China and making their own. You can grow Manuka easily in any temperate climate - it even grows in the UK!

Just needs sufficient (but not too much) water, poor soils, not too cold (though some frost is fine) and not too hot. Manuka is actually a native of Australia (and arrived only later at our shores coming form Australia): https://en.wikipedia.org/wiki/Leptospermum_scoparium. Lots of Manuka as well already oversees (other than NZ / Australia) - i.e. no way we could stop that.

Here goes your monopoly (well, it never existed) - no reason at all for the Chinese to pay too much for a badly governed and managed NZ company with supply and logistical issues ...

[Beagle]

Pull the other one ...

But back to Manuka - one needs a healthy dose of blinkers to think that Manuka honey is anything special ...

Two issues:

1) So far there is no evidence for Manuka honey being any different in its nutritional or health value than any other honey when eaten:

Its only Monday but I'm going to award the post of the week early this week, too funny I nearly split my sides laughing.
Checking back to what many people including myself believe to be the real source of the truth, the Bible, eating honey is very good for you but not too much, many verses in there saying that and NOT one single one mentioning manuka honey saying its even better which makes me deeply skeptical of this latest fad.

[Balance]

1) So far there is no evidence for Manuka honey being any different in its nutritional or health value than any other honey when eaten:

https://www.consumer.org.nz/articles...oaAgm8EALw_wcB

Sure - this does not stop the Chinese buying it - I heard it is especially potent when mixed with powder from white rhino horn and dried tiger penis ...

A lot of Asian (not just Chinese) medicine and health products are based upon anecdotal evidence rather than scientific considerations.

Hence, the huge prices paid for swallows' spittle (birds nest), sea cucumber (bottom garbage eaters), rhino horns (animal keratin), fish swim bladders, ginseng roots, winter toads' liver etc etc.

Manuka honey is now included in that list.

Nobody is going to change their ways and mind in a hurry!

And for once, I actually agree with Ogg. Now I have to go and wash my mouth out!

[dobby41]

Its only Monday but I'm going to award the post of the week early this week, too funny I nearly split my sides laughing.
Checking back to what many people including myself believe to be the real source of the truth, the Bible, eating honey is very good for you but not too much, many verses in there saying that and NOT one single one mentioning manuka honey saying its even better which makes me deeply skeptical of this latest fad.

Can anyone else see parallels with A2 beta casein and health claims?

[Beagle]

Can anyone else see parallels with A2 beta casein and health claims?

A2 have undertaken a number of clinical studies that are very supportive.

[Balance]

A2 have undertaken a number of clinical studies that are very supportive.

Plus,the anecdotal evidence is totally compelling.

Good doctor friend of mine in Oz buys A2M infant formula for his son who was previously on soya based infant formula due to lactose intolerance. His consistent complaint is that his local supermarket (small Queensland town) cannot keep up with the demand.

[Ghost Monkey]

lol, 'supportive' and 'totally compelling'. Where's 'conclusive'? As conclusive as manuka honey on toast perhaps? As Ogg pointed out, people gonna believe want they want to believe, clever ones make a business out of that!

[Ogg]

lol, 'supportive' and 'totally compelling'. Where's 'conclusive'? As conclusive as manuka honey on toast perhaps? As Ogg pointed out, people gonna believe want they want to believe, clever ones make a business out of that!

And to think they're gonna mix the two together and sell them both at an even higher premium...lol.

Monopoly or no monopoly, snake oil or not, if A2 Milk is $10b then Comvita is at least $500m, that's all I'm saying...I'm in for the profit and with the money I've made I'm gonna go buy some A1 Milk and clover honey.

'To capitalism'.

[Balance]

And to think they're gonna mix the two together and sell them both at an even higher premium...lol.

Monopoly or no monopoly, snake oil or not, if A2 Milk is $10b then Comvita is at least $500m, that's all I'm saying...I'm in for the profit and with the money I've made I'm gonna go buy some A1 Milk and clover honey.

'To capitalism'.

One company makes over $100m in NPAT and consistently exceeds expectations.

The other struggles to make $10m and consistently fails to meet expectations.

One is a giant and the other is an ant!

[Balance]

lol, 'supportive' and 'totally compelling'. Where's 'conclusive'? As conclusive as manuka honey on toast perhaps? As Ogg pointed out, people gonna believe want they want to believe, clever ones make a business out of that!

I would take the word of a doctor who is a specialist in his field than the musings of any poster (positive or negative) on this site any time.