ATM - A2 Milk Corporation Limited

[BlackPeter]

Unfortunately another (albeit small) infant formula scandal in Hunan province.



Reinforces the value proposition of foreign imported formula.

Not really an infant formula scandal. The product the parents bought is clearly labeled as protein drink (I suppose the stuff you would get here e.g. in gyms). Apparently the shopkeeper told them it is good for babies and they have been dumb enough not to read the label.

Either a dumb salesperson or dumb parents or both. Has absolutely nothing to do with from where the product was sourced.

[zgnz]

Not really an infant formula scandal. The product the parents bought is clearly labeled as protein drink (I suppose the stuff you would get here e.g. in gyms). Apparently the shopkeeper told them it is good for babies and they have been dumb enough not to read the label.

Either a dumb salesperson or dumb parents or both. Has absolutely nothing to do with from where the product was sourced.

Right, makes sense. Thanks for the clarification.

[sb9]

Weaker NZD against USD can only mean an indirect addition to margin for A2.

[sb9]

Courtesy of HC poster mitzi...

a2 Milk: The Story of the 2,200% Monster Next Door

MAY 17, 2020 / MATTJOASS

https://mattjoass.com/2020/05/17/a2-...ter-next-door/

[Leftfield]

Courtesy of HC poster mitzi...

a2 Milk: The Story of the 2,200% Monster Next Door

.....https://mattjoass.com/2020/05/17/a2-...ter-next-door/

Good reading, thanks for posting Mitzi and sb9.

Nice to be aligned to this "unstoppable engine of wealth creation." !!! Crikey.

Really interesting reading about the huge error of judgement that Freedom foods made selling their holding in A2 way too early.

Also nice to see ATM SP back above $20 today. Holding up very well IMHO.

[Cadalac123]

Good reading, thanks for posting Mitzi and sb9.

Nice to be aligned to this "unstoppable engine of wealth creation." !!! Crikey.

Really interesting reading about the huge error of judgement that Freedom foods made selling their holding in A2 way too early.

Also nice to see ATM SP back above $20 today. Holding up very well IMHO.

Surprisingly it just formed a strong consolidation zone during this period. The balance sheet is something to froth over. Sure, risk of overstocking meaning second half won't be as explosive in the China section but it seems like there's a general strong industry tailwind with infant formula that can be seen with Bubs too. So I wonder if it's due for another leg up provided a moderate-strong second half.

[RGR367]

An ad maybe but let's relive it again as we how all made ATM our choice then
https://www.livewiremarkets.com/wire...ster-next-door

[Leftfield]

FYI

A doctor who improved the lives of thousands of people and played a key role in the development of A2 milk through his research has been knighted in this year's Queen's Birthday Honours.

Dr Robert Elliot, 86, made a medical breakthrough in the 1970s that extended the lifespan of people with cystic fibrosis by decades.

He also found milk from different sorts of cows had effects on human health but, at the time, Elliott wasn't all that bothered by it.

"I didn't think much of it at the time and took a patent out that caught the eye of commerce and thus was born the A2 Milk Corporation," he said.

"The corporation was prepared to pay handsomely for that patent and CureKids took off from there … it brought in a small fortune."

[winner69]

FYI

A doctor who improved the lives of thousands of people and played a key role in the development of A2 milk through his research has been knighted in this year's Queen's Birthday Honours.

Dr Robert Elliot, 86, made a medical breakthrough in the 1970s that extended the lifespan of people with cystic fibrosis by decades.

He also found milk from different sorts of cows had effects on human health but, at the time, Elliott wasn't all that bothered by it.

"I didn't think much of it at the time and took a patent out that caught the eye of commerce and thus was born the A2 Milk Corporation," he said.

"The corporation was prepared to pay handsomely for that patent and CureKids took off from there … it brought in a small fortune."

Really good story eh ...and he seemed so modest

[okay]

Hi everyone just came across this one so thought I would share it. Another write up by Keith Woodford.

'New findings published by Nature Research, demonstrating how A1 milk predisposes for asthma and lung inflammation, should bring the A1 milk issue back into focus for both consumers and farmers.'

'... the paper published by Nature Research investigates whether prolonged use of A1 milk predisposes for asthma and other lung conditions through breathing-passage constriction and pro-inflammatory effects. The short answer is that it does, and the evidence is powerful with high statistical significance.'

Rest of the article here:

https://www.interest.co.nz/rural-new...lk-predisposes