With all the doom and gloom in the markets it is nice to see the Coppo report still favouring ATM/A2M, mentioning November statistics that milk formula exports ex Lyttelton are up 162% on the prior period.
With all the doom and gloom in the markets it is nice to see the Coppo report still favouring ATM/A2M, mentioning November statistics that milk formula exports ex Lyttelton are up 162% on the prior period.
Still babies gotta have milk, they don't need tech products.
True - but than, billions of Chinese babys have been raised over the centuries without this special tinned A2 formula from New Zealand. Maybe, if they really must, they manage to do that again?
I believe that it is crucial for A2 (as well as SML) to keep the trading relationship with China intact. They probably would survive with this market breaking away, but their books would look ugly for years to come.
But than ... who knows - maybe the big orange haired baby in the white house needs lots of infant formula?
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
Bookmarks