The fact that Fonterra are in partnership with A2 should substantially alleviate that concern given Fonterra are the worlds largest exporter of dairy products... And they are partners...
The local availability of A2 doesn't move me.
But I have just returned from holiday in SE Asia. What did move me was one country has oodles and oodles of powdered milk powder including infant formula. But no A2. So ripe for the picking. And in another country some milk powder but not much. However two important things: One can was specifically targeted at those with "lactose intolerance". And secondly and most importantly it was the most expensive tin on the rack. That can be tomorrows market.
And even more encouragement - the only butter I came across was Anchor - so distribution channels are already in play.
If the whole industry is on A2 Milk...then where has their advantage gone?
I'd hope that if the entire industry was A2 then Fonterra's entire inventory would fall under the partnership agreement. First mover advantage now set in stone...
That's probably wishful thinking but A2 would have some protection built into the agreement.
I'd hope that if the entire industry was A2 then Fonterra's entire inventory would fall under the partnership agreement. First mover advantage now set in stone...
That's probably wishful thinking but A2 would have some protection built into the agreement.
It won't be just Fonterra / NZ that we need to be thinking about. Someone sometime ago posted a CNN ? link that reviewed A2 milk. I can't recall if ATM was mentioned...maybe not. But the inference from the clip was that if science valid...then not impossible to switch over time.
MM...I don't have any idea of the time, but perhaps quicker than you think. ...and Dobby...I agree. However I am generally not a trader.
Hence, they are not in my portfolio...and yes...have missed out on a lot.
MM...I don't have any idea of the time, but perhaps quicker than you think. ...and Dobby...I agree. However I am generally not a trader.
Trading implies a short timespan.
I think you would have a few years before it becomes a commodity and loses first mover advantage.
I think it will happen but not for a while.
Trading implies a short timespan.
I think you would have a few years before it becomes a commodity and loses first mover advantage.
I think it will happen but not for a while.
Trading doesn’t imply a short timespan
A successful trade can last many years
Like my trade with SUM is now over 5 years. My trade with RBD is about 10 years
Never ‘invested’ per se in either — just instigated a trade which I’ve never closed.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
I read it would take about 10 years before a farm can be 99% A2 cows only that was found in a previous link shown on this thread. That gives plenty of time for ATM to grow.
both ATM and SML seem to be having the MAs challenged of late. They both seemed to have stalled for a short while and may bee seeing a down turn. Good analysis on
I am out of both for now. but probably not a good idea, but have cash waiting.
Originally Posted by minimoke
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