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17-01-2020, 08:31 AM
#15391
Thanks for that bull. Interesting read re market segmentation. Confirms my belief that A2 marketing effort must be targeted at maintaining their premium positioning in the huge Chinese IF market. No other market comes close including the US initiative - merely a distraction. Projected 5% further increase in market share by 2023 of the high end segment by local suppliers is a telling statistic. Await the Feb update from A2 with much interest on their performance in China. Disclose: holder.
Last edited by whome; 17-01-2020 at 08:32 AM.
Reason: Add by 2023
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17-01-2020, 09:36 AM
#15392
Originally Posted by whome
Thanks for that bull. Interesting read re market segmentation. Confirms my belief that A2 marketing effort must be targeted at maintaining their premium positioning in the huge Chinese IF market. No other market comes close including the US initiative - merely a distraction. Projected 5% further increase in market share by 2023 of the high end segment by local suppliers is a telling statistic. Await the Feb update from A2 with much interest on their performance in China. Disclose: holder.
Are we talking a1 or a2 high end market? And are the Chinese making high end melamine flavoured a2 yet, or is it still in the pipe line? I would think Chinese buyers going out to buy a2 IF will be buying in the high and low end market and anywhere else they can get their hands on "A2" IF and not the high end a1.
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17-01-2020, 01:12 PM
#15393
Last edited by see weed; 17-01-2020 at 02:11 PM.
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17-01-2020, 06:27 PM
#15394
Originally Posted by Ggcc
This is the start of the rise to $17+.... Slow but steady will be sufficient for me. Or fast lol. Not a certainty, just a gut feeling
I maybe correct with my gut instinct
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17-01-2020, 06:46 PM
#15395
Originally Posted by Ggcc
I maybe correct with my gut instinct
Yes you may. And that could be $18+. I thought Aussi was going to hit that before NZ, on their close tonight. Somebody out there knows something. Maybe a half year result leak.
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17-01-2020, 06:50 PM
#15396
Originally Posted by see weed
Yes you may. And that could be $18+. I thought Aussi was going to hit that before NZ, on their close tonight. Somebody out there knows something. Maybe a half year result leak.
I think so and a pull back in outgoings due to a reduction in marketing in US with new CEO
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17-01-2020, 06:51 PM
#15397
Originally Posted by see weed
Yes you may. And that could be $18+. I thought Aussi was going to hit that before NZ, on their close tonight. Somebody out there knows something. Maybe a half year result leak.
Just trade deal buzz I reckon, 2 steps forward and 1 back is just fine with me until the report. PS-Expecting a step backward at some stage next week, market running hot always has colder days mixed in and especially this stock.
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17-01-2020, 09:23 PM
#15398
I hope these kind of reports does not impact the uptrend gathering momentum...
https://www.bbc.com/news/world-asia-china-51145251
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17-01-2020, 09:36 PM
#15399
Originally Posted by carrom74
A2 is a premium brand and should not have as much impact.
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17-01-2020, 09:46 PM
#15400
Originally Posted by carrom74
Will have almost zilch impact as A2 is still gaining market share of a reduced market which is still massive by any measure.
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