ATM - A2 Milk Corporation Limited

[biker]

so freedom foods it is along side a liquid production company...........coke, pepsi....going to get interesting.
Imagine how powerful the commercialisation of A2 would be with a big name brand behind it.

'........International liquid dairy milk Company......'

Which Companies are the possibilities?

[silverblizzard888]

'........International liquid dairy milk Company......'

Which Companies are the possibilities?

When I type that into google it comes up first with " Mondelēz International" Perhaps with the USA entry it has sparked the US company to go after it

[Joshuatree]

High chance of some leakage from one of the three, forcing an annoucement . Keep Google handy.

[NT001]

OK, so FF has identified itself. Of course, since it already owns 19% it could be the minor party in a JV takeover without spending more money.

But once a takeover is in play, I wouldn't rule out counter-offers.

And New Hope would be in an interesting position. It's big in overall dairying, and as I've said on this thread previously, the real guts of the A2 proposition is not just that A2 is marginally easier to digest than other milk, but that other milk (containing A1) is positively harmful healthwise. a2MC is not yet broadcasting this message very loud, because at this stage it doesn't want an all-out confrontation with Mainstream Dairy. But whoever owns the company in future is going to have to eventually convey this message for clarification, and one has to question how easy that would be for a major mainstream dairy marketer, saying in effect that the majority of the product it sells is medically risky.

I'd be quite concerned that New Hope might stop short of telling public consumers this, and thus suppress the real A2 message.

[drcjp]

FWIW, Muller Wiseman. They took out Cresta in the UK last year. Lets hope that the IP and equity raise are included in the offer. IOW, wise up to Wiseman

[sb9]

Well, by now we all have fair idea who the interested parties (at least 1 for sure). It closed at 61c on ASX, guessing it might open around 70c on NZX tmrw. Let's wait and watch, exciting times ahead!!!

[gv1]

Who's Arrovest...they bought in june.

[NT001]

Arrovest is the dairying business vehicle of the Perich family which owns 60% of Freedom Foods. It has recently expressed publicly its pride in the fact that it supplies a lot of the A2 milk from NSW now going into China. It is therefore in a position to drive Freedom's actions.

Drcjp, I'm not sure what you mean by "wise up to Wiseman", but I would imagine that a2MC has a pretty good handle on Muller Wiseman and is protecting its IP very well in that regard, since Muller Wiseman now procure, process and distribute A2 Milk in the UK under contract for a2MC. Also, Billy Keane, who was MD of Robert Wiseman Dairies prior to the Muller takeover of Wisemans and also chairman of Dairy UK was appointed in late 2013 as a director on a2MC's UK board, and as far as I know still has that seat, and is personally a keen advocate of A2 milk. I would doubt if Muller Wiseman has any ambitions regarding a2MC apart from earning good money under the contract.

[drcjp]

This week is going to be interesting wrt the SP. I recall MAM buying a whole pile at 0.77 (approx. 10M) around about this time last year so I would be looking for them to try and make that back + enough to help with "other matters".

NT001: yep, your quite right but that's not what I meant sorry. I was speculating that it would not surprise me if MW wanted to take over A2M for themselves, based on positive news via England/Aussie/USA/China, the current doldrums in the dairy market for common cow A1 liquid and their experience as you say.

[NeverQuestion]

If the total share purchase of A2M goes ahead what will that mean for ATM?