A2M 1.69% $6.99 the a2 milk company limited

Half yearly earnings., page-47

  1. 1,188 Posts.
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    "However the next 6 months is the key for A2. If you follow the timeline of BAL and BKL, it is around this time that revenue began to drop."

    That is what I'm focused on, and at this point with this valuation I don't think it's worth staying due to the risk. Eventually a bottleneck will arise and the regulatory issue is still potent and worth worrying about.

    "
    1) A2 demand is higher than what BAL experienced
    2) Singles day performance blitzed BAL, filling top few spots in Stage 3
    3) Clearly has Diagou support
    4) Better management"

    I agree with all of this and it is why I sold Bal and bought A2.
 
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