A2M 1.69% $6.99 the a2 milk company limited

Feb 2016 announcement, page-26

  1. 449 Posts.
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    I have A2M;Bal;AHF & MGC -they are all good in their fields & have a China sales theme.
    AHF could surprise now they have Camperdown Dairy which has yoghurt, cheese & milk/powder.
    Deal gets finalised 29th January &the factory is profitable & only operating at 50% capacity.
    I guess AHFs other farms were using Warnambool or such to process-this means the factory will run at a higher efficiency with the extra farms going thru Camperdown & they have a decent lot of product for China.
    Camperdown can land product in China within 7 days & also supplies Woolies & other locals.
    Negative side-they intend to buy more farms & this will keep profits sidetracked, but at least the company will be growing reasonably fast.
    Watch CGC for China fruit & vegies.
 
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