A2M 0.93% $6.36 the a2 milk company limited

Ann: Updated FY21 Outlook, page-59

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  1. 1,190 Posts.
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    milk starting to curdle now and looking forward to the stench of rotten milk by next report when they have to downgrade again because as we all know ( well the intelligent ones ) the growth story is over in china. china loves homegrown not aussie companies like a2.

    my guess are

    reduced margin because they will need to promote more
    bigger distribution costs ( or disposal costs if you think to much stock will go sour )
    new ceo will drown in the red tape etc etc etc
    bubs will overtake a2 as the premier supplier in china as everyone relises goats milk is the future
 
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