ATM - A2 Milk Corporation Limited

[Leftfield]

From the Fonterra market update today...

“Global demand for dairy, especially New Zealand dairy, is continuing to grow. China is leading the charge as its economy continues to recover strongly. Prompted by COVID-19, people are seeking the health benefits of milk and customers are wanting to secure their supply of New Zealand dairy products and ingredients."

Here's the full release.

[Sideshow Bob]

From the Fonterra market update today...

“Global demand for dairy, especially New Zealand dairy, is continuing to grow. China is leading the charge as its economy continues to recover strongly. Prompted by COVID-19, people are seeking the health benefits of milk and customers are wanting to secure their supply of New Zealand dairy products and ingredients."

Here's the full release.

That's good, because from Business Desk this morning:

NZ milk production isn't flat-lining or declining – yet

New Zealand’s milk production statistics in April certainly do not point to national supply flat-lining or declining, at least in the short-term.
Milk production was up 11.6% last month versus the prior April while season-to-date milk production was up 2.4%, figures from the Dairy Companies Association of New Zealand show.

[Balance]

From the Fonterra market update today...

[FONT="]“Global demand for dairy, especially New Zealand dairy, is continuing to grow. China is leading the charge as its economy continues to recover strongly. Prompted by COVID-19, people are seeking the health benefits of milk and customers are wanting to secure their supply of New Zealand dairy products and ingredients."

[/FONT]Here's the full release.

Means cost of input for IF producers goes up. Recoverable if cost increases can be passed on.

The increase in demand from China will also be due to their domestic IF companies ramping up production.

[dobby41]

Back to where ATM future prospects and where its sp could go from here.

It would be good if you could stick to ATM and use another thread for the rants.

[Balance]

It would be good if you could stick to ATM and use another thread for the rants.

Hope you took notice then when the 3 Bs warned everyone about ATM.

[dobby41]

Hope you took notice then when the 3 Bs warned everyone about ATM.

I take notice of everything.

[porkandpuha]

Hope you took notice then when the 3 Bs warned everyone about ATM.

I thought it was a bunch of B's gathering in the ATM thread to fondle each others D's in a schadenfreude kind of way??

[Blue Skies]

Here's a lot of info about plant based alternatives to dairy milk.
Basically dairy milk sets a high bar for human health with overwhelming advantages which plant based alternatives struggle to get anywhere near.
The alternative industry has aggressively tried to lower or diminish the considerable range of health benefits of dairy milk to enable them to compete.

Whilst acknowledging the environmental impact of dairy which our farmers are doing their best to mitigate, apart from the much higher health benefits of dairy milk, plant based alternatives like almond production have been a disaster for both bee colonies and water tables in places like California, and soy is produced mainly in mass monoculture operations with much of it being sprayed multiple times before harvest with glyphosphate based herbicides which are linked to cancer.


This from National Centre for Biotech Information, part of US National Library of Medicine.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7810394/

[Sideshow Bob]

Here's a lot of info about plant based alternatives to dairy milk.
Basically dairy milk sets a high bar for human health with overwhelming advantages which plant based alternatives struggle to get anywhere near.
The alternative industry has aggressively tried to lower or diminish the considerable range of health benefits of dairy milk to enable them to compete.

Whilst acknowledging the environmental impact of dairy which our farmers are doing their best to mitigate, apart from the much higher health benefits of dairy milk, plant based alternatives like almond production have been a disaster for both bee colonies and water tables in places like California, and soy is produced mainly in mass monoculture operations with much of it being sprayed multiple times before harvest with glyphosphate based herbicides which are linked to cancer.


This from National Centre for Biotech Information, part of US National Library of Medicine.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7810394/

The other aspect is the environmental impact for the relative nutritional benefit. With milk, it is not like litre for litre it is the same nutritionally as alternatives (as well pointed out). It could be that have to consume 0.5x, 1x, 2x more of an alternate milk/juice to get the same nutritional benefit as cows milk - and have to consider this in terms of the environmental impact, and magnify the alternates impact accordingly.

Because of this, it could be that almond juice for example might have a worse environmental impact than cows milk.

Yeah, almonds.......10% of the water use in California, and each almond takes 12 litres to grow. Luckily there is only 25 almonds in a litre of almond juice.....

[Rant Over]

[bull....]

a2 might be banned


A Chinese Communist Party spokesman has urged New Zealand to "make the pie of co-operation bigger", amid a flurry of speculation in Beijing that Foreign Affairs Minister Nanaia Mahuta is growing cold on China

https://www.stuff.co.nz/national/pol...storm-comments

only way is for mahuta to acknowledge new zealand is not aeoteroa but it is new Xi land