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  1. #8081
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    Quote Originally Posted by littletramp View Post
    They raise a very good point when defending their position IMHO. How do other companies looking to enter this market explain the benefits of the A1 protein free varients, while still looking to promote their traditional range which includes A1?
    Do they need to explain it - if people want it they have it.

  2. #8082
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    Quote Originally Posted by whatsup View Post
    Q, N Z prices seem to have levelled off atm but will the sell off return once Aust opens because of the amount of shares held by margin traders, stop losses etc ?
    Wouldn't be too much of a hurry to buy in today as with Thursday last week once the Aussie market opened the S P took a dive big time ( margin traders hitting the stops ) which undercut the sell prices even though the N Z market had showed strength, in realty A2 is driven from the Aussies when it comes to price.
    In my opinion the S P will be very rocky for another 3 months until the next financial results are released and it does not really matter what news updates company releases

  3. #8083
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    Quote Originally Posted by littletramp View Post
    They raise a very good point when defending their position IMHO. How do other companies looking to enter this market explain the benefits of the A1 protein free varients, while still looking to promote their traditional range which includes A1?
    Why would it be difficult to differentiate the two while keeping and promoting their existing range? It will just be choice for the consumer right? Coming from a parent with a baby who had a few feeding issues, we had researched a good few Aptamil products until we found the one that worked, some caused immediate discomfort and vomiting, to now the one which completely works. We were told by many that he was intolerant to cow protein blah blah, yet it had nothing to do with that yet we did try all the types of formula which were all by the Aptamil brand, so I dont see why a single brand will have any issues promoting their existing products while introducing a new one. It is just more choice for a consumer whether they choose one with A1 or A2. ATM is a great company but I don't really see why a bigger competitor cant do the same product at larger scale in the future....
    Can someone on ST please post some info on what make ATM unique?

  4. #8084
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    Quote Originally Posted by LAC View Post
    Why would it be difficult to differentiate the two while keeping and promoting their existing range? It will just be choice for the consumer right? Coming from a parent with a baby who had a few feeding issues, we had researched a good few Aptamil products until we found the one that worked, some caused immediate discomfort and vomiting, to now the one which completely works. We were told by many that he was intolerant to cow protein blah blah, yet it had nothing to do with that yet we did try all the types of formula which were all by the Aptamil brand, so I dont see why a single brand will have any issues promoting their existing products while introducing a new one. It is just more choice for a consumer whether they choose one with A1 or A2. ATM is a great company but I don't really see why a bigger competitor cant do the same product at larger scale in the future....
    Can someone on ST please post some info on what make ATM unique?
    Quite easy - they are (at this stage) the only company marketing ONLY A2 milk. Makes it much easier for them to explain customers the benefits of A2 milk without damaging their other products (which the others need to do, if they aggressively market A2).

    They own as well a lot of IP making it easier to select A2 cows ... but obviously - everybody can do this, it is just a question of money . If cost and efficiency is not an issue, than everybody could produce A2 milk ...

    Ah yes - and while everybody obviously can breed A2 cows and market A2 milk (though in civilized countries not under that name ... ), it takes time to do so, and you would need for the interim 2 sets of production facilities or cull all your A1 cows - to make sure there is no cross contamination from A1).

    A2 (and its partners) have all this already setup - others first need to invest.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  5. #8085
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    Quote Originally Posted by whatsup View Post
    Wouldn't be too much of a hurry to buy in today as with Thursday last week once the Aussie market opened the S P took a dive big time ( margin traders hitting the stops ) which undercut the sell prices even though the N Z market had showed strength, in realty A2 is driven from the Aussies when it comes to price.
    In my opinion the S P will be very rocky for another 3 months until the next financial results are released and it does not really matter what news updates company releases
    Many S&P 500 stocks will start releasing their first quarter 2018 results as soon as next week. With the huge drop in the company tax rate to just 21% there is widespread belief that we're looking at close to 20% net profit after tax earnings growth in the S&P 500 stocks this year. Their forward PE of just 17 is pretty reasonable considering that interest rates are still close to record lows.
    Last edited by Beagle; 03-04-2018 at 10:18 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  6. #8086
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    One only has to read Chocolate Fortunes: the Battle for the Hearts Minds And Wallets of Chinese Consumers by Allen to understand that there is no instant miracle in China even for the likes of Nestle, Cadbury et all.

    Small and specialised with a niche offering more chance of success than huge corporates where culture often gets in the way.

    Good book with fascinating insights ....like I enjoyed the bit about one of the chocolate guys distributing chocolates through small shops in the hotter parts of China and couldn’t understand why the chocolates melted ...they realised that most small shops weren’t air conditioned ha ha
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #8087
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    Quote Originally Posted by BlackPeter View Post
    Quite easy - they are (at this stage) the only company marketing ONLY A2 milk. Makes it much easier for them to explain customers the benefits of A2 milk without damaging their other products (which the others need to do, if they aggressively market A2).

    They own as well a lot of IP making it easier to select A2 cows ... but obviously - everybody can do this, it is just a question of money . If cost and efficiency is not an issue, than everybody could produce A2 milk ...

    Ah yes - and while everybody obviously can breed A2 cows and market A2 milk (though in civilized countries not under that name ... ), it takes time to do so, and you would need for the interim 2 sets of production facilities or cull all your A1 cows - to make sure there is no cross contamination from A1).

    A2 (and its partners) have all this already setup - others first need to invest.
    Google either
    Gurnsey cow a2 milk.
    or Jersey cow a2 milk.
    Not exactly rocket science.
    NB All milk from Holland Jersey is a2.
    Last edited by percy; 03-04-2018 at 10:28 AM.

  8. #8088
    ShareTrader Legend Beagle's Avatar
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    The Company continues to perform strongly in each of its key markets and in
    particular has not seen any change in the growth of its China business.
    This is what people should focus on straight from the horses mouth..everything else on here including my comments are just opinions and as they say opinions are like...well you know what , everyone has one.
    Last edited by Beagle; 03-04-2018 at 10:26 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  9. #8089
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    Quote Originally Posted by Beagle View Post
    [
    This is what people should focus on.
    Exactly, im sticking with my end of year SP of $20, or a takeover price of the same beforehand.

  10. #8090
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    The fall is crazy... think the sp has dropped more than 15 percent in just last week.. I think I have a migraine sigh

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