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  1. #12681
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    Quote Originally Posted by Left field View Post
    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
    Presume total industry stats rather than particular to a2?

  2. #12682
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    Quote Originally Posted by Sideshow Bob View Post
    Presume total industry stats rather than particular to a2?
    Essentially all the IF leaving that port is A2s product.

  3. #12683
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    NIKKO ASSET MGMT DREADS AN A2 MILK TAKEOVER OFFER

    Interesting read...

    http://www.sharechat.co.nz/article/b...ver-offer.html

  4. #12684
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    Jacinda having a day in China next week .....hopefully might be good for A2 (and others selling into China)
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #12685
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    Quote Originally Posted by winner69 View Post
    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/

  6. #12686
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    Quote Originally Posted by Left field View Post
    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/
    That's one helluva cool truck, man they do know how to market the product.

  7. #12687
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    Quote Originally Posted by Left field View Post
    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/
    Thats seriously cool marketing!

  8. #12688
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    Quote Originally Posted by Left field View Post
    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/
    Even the cynic in me loves that bus.

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  10. #12690
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    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.

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