ATM - A2 Milk Corporation Limited

**mfd** · 01-09-2015, 09:21 PM

Maybe they didn't immediately halt because they're not actually saying much new? We were told on the 20th of August there had been no further discussions since the update on the 20th July, nothing has changed as far as A2 are concerned apart from another couple of weeks with no discussion as far as I can tell. Maybe they felt compelled to release a statement because of the morning's trading, rather than because of anything material changing?

**NT001** · 04-09-2015, 09:49 PM

Interesting piece here on the Chinese infant formula market out of Australia. Not sure whether the A2M figures given in the final paragraph are new, but certainly positive.

http://www.smh.com.au/business/retai...03-gje6kp.html

**blobbles** · 05-09-2015, 12:00 AM

Originally Posted by NT001

Interesting piece here on the Chinese infant formula market out of Australia. Not sure whether the A2M figures given in the final paragraph are new, but certainly positive.

http://www.smh.com.au/business/retai...03-gje6kp.html

Thats a fantastic piece, it means ATM is currently annualising $78m AUD in Infant formula ALONE. Huge! 230m next year... looks like they will be putting that a bit higher methinks...

**Harrie** · 07-09-2015, 11:07 AM

Originally Posted by blobbles

Thats a fantastic piece, it means ATM is currently annualising $78m AUD in Infant formula ALONE. Huge! 230m next year... looks like they will be putting that a bit higher methinks...

Great news on the formula front. All we need now is positive growth signs in the USA and UK

**NT001** · 07-09-2015, 04:41 PM

Up three cents on the NZX so far today and about the same on the ASX with some reasonable volumes traded. In Oz the SP actually rose from 62c early this morning to 67c a couple of hours ago. Something going on?

**NT001** · 07-09-2015, 07:44 PM

This may not be everyone’s idea of light or even useful reading, but for anyone interested in the Indian perspective on the A1-A2 controversy, this is a good article by three Mumbai academics. It illustrates the growing view that raising and milking non-A2 cows (which are foreign to India) should be banned. India is the biggest milk producer in the world, and milk (bovine and buffalo) is a more important part of the diet there than in China, for example. And originally all breeds of milking cow in India were A2. There are articles like this pretty well every week in major Indian media now.

<http://www.fnbnews.com/article/detnews.asp?articleid=37729&sectionid=1>

**sb9** · 08-09-2015, 10:30 AM

Originally Posted by NT001

Up three cents on the NZX so far today and about the same on the ASX with some reasonable volumes traded. In Oz the SP actually rose from 62c early this morning to 67c a couple of hours ago. Something going on?

http://www.smh.com.au/business/retai...03-gje6kp.html

Something to do the above may be....