ATM - A2 Milk Corporation Limited

[BlackPeter]

That perspective sounds like a barrier to entry in countries that trust their existing suppliers, ie America

Not a barrier, but yes, supplying melamine free (and what else creative Chinese factories might want to add) IF might be in some other markets not such a strong distinguishing criteria :

Still - it is A2 and it takes probably a decade or so for other markets and competitors to build up their own A2 herds in sufficient numbers.

But yes - at some stage I'd expect all cows will be A2 and the advantage will be gone.

[Sideshow Bob]

Latest News from the CEO .

Big Read: A2 Milk - formula for growth - NZ Herald


https://www.nzherald.co.nz/business/...ectid=12280993

Was in the ODT this morning - but seems only in the Old Skool paper edition and not landed on their website. Guess because of the NZ Herald paywall....

[couta1]

The Beagle is barking again, must be time to buy a few more of these currently seriously undervalued beauties. PS-$17-$18 by this time next year.

[couta1]

Not a barrier, but yes, supplying melamine free (and what else creative Chinese factories might want to add) IF might be in some other markets not such a strong distinguishing criteria :

Still - it is A2 and it takes probably a decade or so for other markets and competitors to build up their own A2 herds in sufficient numbers.

But yes - at some stage I'd expect all cows will be A2 and the advantage will be gone.

Yes well just imagine the size of the market once A2 is the dominant milk on the planet, huge growth potential ahead.

[Lewylewylewy]

I suppose the advantage (or disadvantage) of IF over milk market, is that people haven't built brand loyalty as long because (most) people aren't having babies all throughout their lives.

Beagle, I agree, but I think after having built a good brand with a large customer base, although the low fruit has been picked, there are other orchards to take a wander through. In the future, i see a2 chocolate, cream, yogurt, flavored milk, creamer, etc. All big markets. Obviously lots of work, but it's not like this company hasn't proven its ability to build and distribute an fmcg product.

[Leftfield]

But yes - at some stage I'd expect all cows will be A2 and the advantage will be gone.

Not so. You ignore the branding effect.

Any factory can make a cola.....but there is only one Coca Cola. If you begin to think of A2 as the Coca Cola of milk then you may just begin to understand the branding power of A2.

[Ggcc]

Not so. You ignore the branding effect.

Any factory can make a cola.....but there is only one Coca Cola. If you begin to think of A2 as the Coca Cola of milk then you may just begin to understand the branding power of A2.

I agree. I used to work for a cigarette factory and made two cigarettes with the same ingredients and filters. They just had two different inks on them. One was sold for $2 per packet more back in 90s. iPhone or Samsung, they both do similar things, one just holds higher status in the eyes of some....... Marketing done at its best.

[Beagle]

The Beagle is barking again, must be time to buy a few more of these currently seriously undervalued beauties. PS-$17-$18 by this time next year.

When you're in a deep hole the smartest thing to do is stop digging

[Beagle]

Not so. You ignore the branding effect.

Any factory can make a cola.....but there is only one Coca Cola. If you begin to think of A2 as the Coca Cola of milk then you may just begin to understand the branding power of A2.

I think they do extremely well with Pepsi and Pepsi Max is my carbonated drink of choice

[couta1]

When you're in a deep hole the smartest thing to do is stop digging

When I dig my hole I remove 1 shovelful of dirt and add 2 to replace the 1 i removed. Lol