I see this competitor activity as a real positive. Whilst the science is still being questioned, A2M have clearly created a new market for milk. Interest and now entry by competitors (irrespective of whether the products are apples v apples) legitimizes the category beyond what shareholders have seen thru the stock trajectory. This is not a nett sum game, with acceptance of the A2 concept driving new customers to dairy. The challenge is now to maintain the competitive advantage & margins.
Media Updates, page-4962
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