Very good post well balanced you make good points for an against
The regulation risk has been a problem importing into China for years for Australian companies margins are always at risk
The rise of the birth rate is a positive but you have IF Coys appearing out of the woodwork theres a lot of IF makers so it does not make A2 IF unique
You also saw figures how small the market share is for Australia it's not that high sure a small percentage of s huge market is lucrative but lots of others are trying to take that share from Europe Russia etc etc
A2m milk is not unique as all milk contains the A2 protein an there are brands that use that on labelling pura etc an that is likely to increase if A2 did ever become popular
I saw heaps of a2 milk on shelves at Coles last night other branded milk was near sold out that tells me A2 milk is too expensive for the ave consumer most of whom dont have a problem drinking regular milk
A2M Price at posting:
$1.43 Sentiment: Hold Disclosure: Not Held
(20min delay)