The lack of news on the Fonterra front is my biggest concern at the moment
They havent exactly been silent about Fonterror. In the latest Annual report they said "Fonterra: In August 2018, the a2 Milk™
brand, under licence to Fonterra, was launched in New Zealand with national advertising and distribution and is performing well relative to plan. We have also begun sourcing direct ingredients from Fonterra with increased supply during the second half of calendar 2019. The relationship with Fonterra remains strong. Our joint teams are actively working together to commercialise the next wave of opportunities which will come from our partnership; and we continue to be encouraged by the potential."
We are now well into the second half of the calendar year so I am expecting an update at the AGM
A2 Analyst Valuations, page-38
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