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  1. #21091
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    Quote Originally Posted by nztx View Post
    Has ATM reached the bottom yet ? or more freefall forecasted ?
    Who knows?

    Short term, ask the chartists and they are all negative.

    To me, it's about the big picture now - there is unlikely there will be any uptrend until the new CEO announces his prognosis from the extensive assessment he must be making of what has gone so wrong with ATM.

    Remember that he was appointed (August 2020) when ATM was still riding high and he would have accepted the appointment at that time with a very different view of what needed to be done.

    Akin to a driver thinking he is going to be charging down the highway in a new car to find that there's all kinds of problem with the engine which needs fixing first!

  2. #21092
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    ATM .jpg

    Interesting article out of AFR and Purdue University. Good news for A2.

    Can anyone help with more info (steering clear of copyright issues) ??

  3. #21093
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    Quote Originally Posted by Left field View Post
    ATM .jpg

    Interesting article out of AFR and Purdue University. Good news for A2.

    Can anyone help with more info (steering clear of copyright issues) ??
    Type this into Google search "Purdue University A2 study"

  4. #21094
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    Quote Originally Posted by Baa_Baa View Post
    Type this into Google search "Purdue University A2 study"
    Appreciated tho' not quite as useful as I had hoped..... that's likely all my fault

  5. #21095
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    Most info that has already mentioned before.. However, I have not heard of this before "The company A2 Milk has been aggressively defending its intellectual property in America, claiming Oklahoma-based fast food and “ice cream parlour” chain Braum’s has infringed on its trademark after launching its own range of A2-branded dairy products.... This is also interesting... as A2 Milk owns the patent for the test that can detect and isolate cows that only carry the A2 protein, eliminating the chances of A1 contamination."

  6. #21096
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    Quote Originally Posted by Left field View Post
    Appreciated tho' not quite as useful as I had hoped..... that's likely all my fault
    I have found this: https://dietitianconnection.com/app/...ated-image.pdf

    But it looks the study is supported by A2M.

  7. #21097
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    Quote Originally Posted by Lease View Post
    I have found this: https://dietitianconnection.com/app/...ated-image.pdf

    But it looks the study is supported by A2M.
    Well done you!! Thanks v much. Still a very valid piece of research IMHO. Supports similar Chinese and NZ research.

    Longy the case between A2 and Braum's was signalled about 12 - 18 months ago (pre Covid). ATM claim that Braums have copied their labelling and IP claims on Fresh Milk. I've seen pics of the Braums product and think ATM have a good case, however I'm no lawyer, and suspect that it will take a couple more years to resolve. The downside is that Braums is a Ma and Pa family owned USA company...... so will attach some sympathy being 'attacked' by a big multinational like ATM. Out of court settlement likely IMHO.

    And yes, ATM owns a lot of IP including the test you mention. Provides it with a good 'moat.'

    Here's some of the IP claimed by ATM (not to mention the copyright stuff that Braums have allegedly breached.)

    Beta-casein a2 and prevention of inflammation of the bowel
    Beta-casein a2 and reducing or preventing symptoms of lactose intolerance
    Beta-casein a2 and blood glucose levels
    Beta-casein a2 and antioxidant capacity
    Infant formula comprising human milk peptides
    Beta-caseins and cognitive function
    Beta-caseins and gut microbiota
    A2 beta-casein and viscosity of milk products

    Last edited by Leftfield; 12-04-2021 at 03:49 PM.

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  9. #21099
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    Diamond handing this company from its highs in 2018.. along with SML isn’t paying off. Lessons learnt for sure.

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