ATM - A2 Milk Corporation Limited

[bull....]

Are you paid to find and post this kinda ****e.

i dont think your anywhere close to being in the same league as grantham therefore i would rather hear what he says than you. whether you believe it or not is your business.

[couta1]

First remove the plank from thy own eye.

Bit rich coming from someone who's never wrong.

[Snow Leopard]

Bit rich coming from someone who's never wrong.

Two planks.

[bull....]

blackmores update out

https://www.asx.com.au/asxpdf/202002...lk259lrjmd.pdf

saying logistics issues in china making it hard to get product out

[BlackPeter]

some useful information at last ...

this bit might be particularly relevant for ATM (and SML):

COVID-19.JPG

[longy]

some useful information at last ...

this bit might be particularly relevant for ATM (and SML):

COVID-19.JPG

May be, it probably affecting the whole range of anything coming in and out of China and near by countries. However, I would consider infant milk product is essential one for babies and I would buy more in time like this don't you think.

[bull....]

May be, it probably affecting the whole range of anything coming in and out of China and near by countries. However, I would consider infant milk product is essential one for babies and I would buy more in time like this don't you think.

blackmores did say demand was up for there vitamins cause of the virus , the trouble is getting the stock delivered to meet this demand

[BlackPeter]

May be, it probably affecting the whole range of anything coming in and out of China and near by countries. However, I would consider infant milk product is essential one for babies and I would buy more in time like this don't you think.

Is it essential? Mothers who stay at home due to quarantine could do as well the natural thing, couldn't they? Much cheaper and healthier - actually for both mother and baby.

As well
... if the daigou channels don't work, it does not really matter whether consumers want the product or not.

... if money is short, there are plenty of cheaper alternatives around ... and lets face it, while there are various grown ups (particular in Asian countries) who have problems digesting A1-milk, the same is hardly any issue for babies.

But I guess no point in speculating ... I am sure in due course it all will be revealed.

Discl: used to hold a small A2 parcel but sold out yesterday.

[sb9]

May be, it probably affecting the whole range of anything coming in and out of China and near by countries. However, I would consider infant milk product is essential one for babies and I would buy more in time like this don't you think.

That's the point, people may afford to postpone taking vitamin supplements for a while, however something like IF is very vital for babies and hence will find a way to reach them.

[hogie]

Is it essential? Mothers who stay at home due to quarantine could do as well do the natural thing, couldn't they? Much cheaper and healthier - actually for both mother and baby.

One of the reasons that milk powder is so popular in China is because a lot of women lack the ability to provide enough milk naturally partly because of their smaller physique, diet, and culture where as they must "stay thin at all costs".

I don't see ATM being affected much by Corona virus at all .. the only issues might be distribution channels will be strained, but the demand will continue.