remember that milk production is a commodity industry;
absolutely true for regular run of the mill milk however Synlait do not only make just plain milk. They’re currently the only NZ AUS supplier of CFDA / SAMR registered IF in China. They also process large volumes of A2 milk which has significant pricing power, high margins, a strong brand etc...
absolutely true for regular run of the mill milk however Synlait do not only make just plain milk. They’re currently the only NZ AUS supplier of CFDA / SAMR registered IF in China. They also process large volumes of A2 milk which has significant pricing power, high margins, a strong brand etc...
Agree with comments re IF but some will say A2 will be a commodity once the hype dies down
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Agree with comments re IF but some will say A2 will be a commodity once the hype dies down
That would take roughly ten years for herds to be completely turned to A2 milk. By that stage The A2 milk company will be a huge company buying up the competition........ That is my theory.
That would take roughly ten years for herds to be completely turned to A2 milk. By that stage The A2 milk company will be a huge company buying up the competition........ That is my theory.
Why would that happen.?
Most people are more than happy with A1 milk.
Synlait and Fontera are having no trouble sourcing A2 milk.
Just a matter of testing herds, and separating A2 cows from A1 cows.
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