ATM - A2 Milk Corporation Limited

[Biscuit]

Checking A2 IF prices yesterday at the supermarket :

Karicare A2 0-6 months $29.95 (Danone)

S26 Ultima Pro A2 0-6 months $34.49 (Nestle)

A2 Platinum 0-6 months $44.00

47% premium against Karicare & 27% premium against S26 sustainable?

There are always price differentials depending on brand. Check out the price per kilo of laundry powder. If you wanted to invest in a laundry powder company would you buy shares in Persil or in the manufacturer of the cheap stuff that has the same/similar ingredients? Similarly, which product do you buy, the one that is cheap or the brand you trust?

[Akane]

is Tip Top icecream OK for me

Sorry mate you're too far gone to worry about that now......

[tomm]

https://www.worldguernseys.org/PageM...s_Woodford.pdf

Absolutely. The challenge for everybody is that all the existing milk companies say, “Hey, how dowe actually promote A2 milk but stillmanage to sell our A1 milk during thetransition process, which will go on forquite a few years before we can get allthe herds across to A2


This groundbreaking work is the first internationally published book to examine the link between a protein in the milk we drink and a range of serious illnesses, including heart disease, Type 1 diabetes, autism, and schizophrenia.
These health problems are linked to a tiny protein fragment that is formed when we digest A1 beta-casein, a milk protein produced by many cows in the United States and northern European countries. Milk that contains A1 beta-casein is commonly known as A1 milk; milk that does not is called A2. All milk was once A2, until a genetic mutation occurred some thousands of years ago in some European cattle. A2 milk remains high in herds in much of Asia, Africa, and parts of Southern Europe. A1 milk is common in the United States, New Zealand, Australia, and Europe.
In Devil in the Milk, Keith Woodford brings together the evidence published in more than 100 scientific papers. He examines the population studies that look at the link between consumption of A1 milk and the incidence of heart disease and Type 1 diabetes; he explains the science that underpins the A1/A2 hypothesis; and he examines the research undertaken with animals and humans. The evidence is compelling: We should be switching to A2 milk.

A2 milk from selected cows is now marketed in parts of the U.S., and it is possible to convert a herd of cows producing A1 milk to cows producing A2 milk.
This is an amazing story, one that is not just about the health issues surrounding A1 milk, but also about how scientific evidence can be molded and withheld by vested interests, and how consumer choices are influenced by the interests of corporate business.

[tomm]

Exellence read to whom is sceptic about A2M .

“We also know from trials that if you feed onegroup of rabbits A1 and the other A2, then thosefed the A1 will get arterial plaque whereas the A2rabbits don’t.”

How long has the a2Corporation of New Zealand been inoperation, and how has it fared?

WOODFORD :That company wasformed about 2000, and the aim wasto commercialize A2 milk all aroundthe world. They have had the greatestsuccess in Australia. If you go into anAustralian supermarket you will find A2milk there with its special labels. You’llfind it in absolutely every supermarket.It’s still a niche product and it sells forabout double the standard milk in thosesupermarkets. It’s very expensive butis a commercially successful product,sales are growing every month. In NewZealand they haven’t managed to marketthe product quite as successfully, butI buy it from my supermarket.

https://www.worldguernseys.org/PageM...s_Woodford.pdf

[sb9]

There are always price differentials depending on brand. Check out the price per kilo of laundry powder. If you wanted to invest in a laundry powder company would you buy shares in Persil or in the manufacturer of the cheap stuff that has the same/similar ingredients? Similarly, which product do you buy, the one that is cheap or the brand you trust?

Agree 100%, corporates spend huge $ on marketing and brand power. Its one thing to have good product, however if you cannot market with great brand it goes nowhere.

[swmswm]

The marketing in New Zealand has been lousy if I'm being honest. The recent ad campaign completely shied away from delivering any kind of information or feeling and ended up being completely bland and uninteresting. I was disappointed that a company with so much cash on hand could cock it up so badly with the marketing. Lucky for us the New Zealand market is basically insignificant for the company and brand awareness in China seems to be strong and favourable

[tomm]

The marketing in New Zealand has been lousy if I'm being honest. The recent ad campaign completely shied away from delivering any kind of information or feeling and ended up being completely bland and uninteresting. I was disappointed that a company with so much cash on hand could cock it up so badly with the marketing. Lucky for us the New Zealand market is basically insignificant for the company and brand awareness in China seems to be strong and favourable

That is enought to growth for now as to compare the population of China and US combined.
Read this ====> https://www.worldguernseys.org/PageM...s_Woodford.pdf

[Balance]

There are always price differentials depending on brand. Check out the price per kilo of laundry powder. If you wanted to invest in a laundry powder company would you buy shares in Persil or in the manufacturer of the cheap stuff that has the same/similar ingredients? Similarly, which product do you buy, the one that is cheap or the brand you trust?

Nestle & Danone are NOT the cheap brands & their A2 IF prices are top of the end of their range.

The pertinent question is this - have these two players eroded ATM's market share but it has all been conveniently blamed on the Daigou decline in trade?

[Balance]

Has something changed recently with pricing to pique your interest? As far as I’m aware these prices have been the standard for quite some time, ie more than a year, and well before Covid came along. And A2 was still able to achieve significant growth. I’m not sure that the pricing story has changed significantly recently to suggest A2 can’t compete.

I look forward to more competition in the A2 space to further expand the overall A2 market.

Yup - prices have changed.

Do you guys seriously do some basic due diligence or do you simply take ATM's management words for everything?

[Ruby]

I guess we will have a better idea on Thurs,then we wont have to rely on guesswork and supposition.