A2M 0.87% $6.85 the a2 milk company limited

Time for a USA thread on A2?, page-226

  1. 394 Posts.
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    Good trends and Facebook likes aren't tracking along as fast as before but I'm not sure how much can be read into that data.

    This is still very much a China story and Chinese demand growth is so fast that any US growth is pretty negligible and a smaller and smaller percentage of revenue as the days pass.

    I still think it's an avenue worth pursuing and worthy of our investment but I can't see the Americans paying a large premium for our high margin infant formula like the Chinese and that's were the big profit lies.
    Last edited by qwertyt179: 17/04/19
 
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