a2 is way more diversified both country and product wise though, and will have increasing margins as they produce significantly higher IF volumes in 2H16 and FY17... if SML accounce an expansion this month or a2 source another supplier, a2 will have much higher volumes at higher margins. Thats why i invested in a2 not BAL.
Both a2 and BAL and in great businesses at the moment and im sure there's money to be made in both.
However im starting to think that the reason for BALs apparent fall in sales to china is due to them teaming up with fonterra??
A2M Price at posting:
$1.45 Sentiment: Buy Disclosure: Held
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