point 1: I never stated BKL has absolutely 0% chance of being successful in China. My assessment is its failure rate is much higher than successful rate based on how they planned the launch. also, please do not be bias and only state the benefit of success. please also do analysis on what the impact it might bring to BKL reputation if it fails. also, as I pointed before, the market share BKL takes will mainly from other player instead of A2 and Bal, as it has no differentiator. it will only benefit A2 and Bal as ANZ branding.
point 2: please do not mis interpret the statement of CEO before fully understanding how a2 milk and a2 cow works. it is indeed harder than competition to increase production, but the challenge and time consuming part is the process of identify a2 only cows from the mix. it is not to breed new a2 cow from the start. so your statement of soon reaching the a2 only production limit is very misleading.
please read carefully on the a2 launch article for the u.s http://www.agweb.com/article/the-search-is-on-for-a2-cows--naa-catherine-merlo/
by the way, good sales and marketing of a company cannot increase production, but it can surely increase the company profit and premium branding image. after all, profit performance always comes to the top when we evaluation a company. also, in my opinion, if BKL fails on powder, the branding damage will definitely overshadow any additional revenue this powder business will generate for them.
A2M Price at posting:
$1.65 Sentiment: Buy Disclosure: Held
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