ATM - A2 Milk Corporation Limited

[Ggcc]

Hard to prove when they've got the fallback argument that they thought covid was only a temporary hit, and lets face it, it does seem they don't really have a clue what's going on in their route to market in China.

I agree very hard to prove. I still remember Wynyard going through this process and there were some idiot directors in that company, over promising and completely under delivering and somewhat misguiding shareholders. Nothing came from it. I don’t see anything coming from this as well.

[RTM]

China to the rescue .....
China allows couples to have three children https://www.bbc.co.uk/news/world-asia-china-57303592

Not sure that will help…
“The census, released earlier this month, showed that around 12 million babies were born last year - a significant decrease from the 18 million in 2016, and the lowest number of births recorded since the 1960s.”

[BlackPeter]

China to the rescue .....
China allows couples to have three children https://www.bbc.co.uk/news/world-asia-china-57303592

Bit of a flop. Chinese millennials not interested in increasing their procreation rates - too many other pressures on young people in China and little support for families with children.

https://www.theguardian.com/world/20...e-child-policy

[bull....]

Bit of a flop. Chinese millennials not interested in increasing their procreation rates - too many other pressures on young people in China and little support for families with children.

https://www.theguardian.com/world/20...e-child-policy

agree it wont increase the birth rate. so a declining population in china will impact commodity consumption as well long term.

[see weed]

agree it wont increase the birth rate. so a declining population in china will impact commodity consumption as well long term.

China is allowing 3 babies per couple. But it will take at least 9 months for anything to show.

[davflaws]

China is allowing 3 babies per couple. But it will take at least 9 months for anything to show.

Can show at 3, 4 or 5 months - almost always by 6.

[BlackPeter]

China is allowing 3 babies per couple. But it will take at least 9 months for anything to show.

New Zealand allows an unlimited number of babies per couple. Does this mean that we are suffering (or enjoying) an ongoing baby avalanche? Does this mean that we need all the A2 IF for us? Not at all. As a country we are not even able to keep our population stable given our depressingly low reproduction rate, and neither are the Chinese.

Just lifting or increasing the official baby cap per couple means zilch. There is no incentive in China for couples to produce more children and to be frank - if you look at their (as well as our) population pyramid - too many of their couples are already too old to increase their reproduction rate, even if if they wanted to ...

[Balance]

China scrapped its decades-old one-child policy in 2016, replacing it with a two-child limit which has failed to lead to a sustained upsurge in births. The cost of raising children in cities has deterred many Chinese couples.

So why would a three children or 10 children policy have d as by effect when the two child policy since 2017 has done nothing to increase number of births?

Singapore has gone from a one child policy to ‘have 3 or more’ if you can afford it - and number of births there have kept declining. What does this tell us?

[Blue Skies]

China scrapped its decades-old one-child policy in 2016, replacing it with a two-child limit which has failed to lead to a sustained upsurge in births. The cost of raising children in cities has deterred many Chinese couples.

So why would a three children or 10 children policy have d as by effect when the two child policy since 2017 has done nothing to increase number of births?

Singapore has gone from a one child policy to ‘have 3 or more’ if you can afford it - and number of births there have kept declining. What does this tell us?

Apart from declining fertility rates, apparently children raised as a sole child are more likely to go on to have a single child as adults, as thats the norm' for them.
Think govt's in many western countries are looking at providing incentives to reverse declining birth rates now.
However, 12 million babies last year in China alone = a massive market to reach, & demand for high quality easily absorbed protein with all the essential amino acids ( e.g. milk ) and without completely decimating to extinction world fish stocks, expected to accelerate hugely in coming decades.

[Baa_Baa]

China scrapped its decades-old one-child policy in 2016, replacing it with a two-child limit which has failed to lead to a sustained upsurge in births. The cost of raising children in cities has deterred many Chinese couples.

You should really attribute where you plagiarise quotes from the media, shouldn't you? That is from BBC, word for word.

There is no correlation between China birth rates from 2016 to-date with A2 Milk IF sales and market share in China (China label or CBEC) - other than a negative correlation where A2 has grown sales and market share, in the face of declining birth rates. I expect that will continue.