If I read it correctly the contract is for 100B RMB (19.5B AUS) each year for three years. Assuming in time A2 achieves 10% of that pie and they can scale up supply to meet demand that alone works out to 1.95B in sales per year just from the JD.com portal.
If that eventuates then you can expect the SP to be multiples of Fridays $7.93 close price let alone factoring in future profit increases from USA, UK and soon to be SEA 1B population. I dont foresee A2 even needing to introduce their adult nutrition products until they can satisfy demand for IF and fresh milk in current and future markets.
Keith Woodford, Devil In the Milk author, premonition that 5 years down the track A2 growth will be so explosive by then it will hit a roadblock and will necessitate a joint partnership with a much bigger IF player to scale up to next level to keep up with demand. The mind boggles, despite all the growth in the last few years A2 best days are still ahead of it in my opinion.
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Open | High | Low | Value | Volume |
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---|---|---|
1 | 4800 | $5.87 |
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Price($) | Vol. | No. |
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$5.91 | 29913 | 3 |
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1 | 4800 | 5.870 |
7 | 15150 | 5.850 |
3 | 9768 | 5.840 |
2 | 55752 | 5.830 |
6 | 23455 | 5.820 |
Price($) | Vol. | No. |
---|---|---|
5.910 | 29913 | 3 |
5.920 | 24570 | 3 |
5.930 | 23959 | 2 |
5.990 | 4029 | 1 |
6.000 | 2395 | 5 |
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