A2M 1.42% $6.23 the a2 milk company limited

A2 Share price, page-88

  1. 10,950 Posts.
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    Fundamentally its in a sweet spot to start accumulating. But knowing Daigou and the shit trail they leave behind look no further than Shaver Shop and Blackmores still to recover. They cause serious long term damage. Shaver Shop, Blackm kores and A2m are all good businesses that chose wrong business partners. Sooner Daigou is phased out and implement an internally managed channel the better - despite short term pain. Daigou = no buy for me. On the valuation side it's sure is getting to the point where its attractive... it's that filthy Daigou.
 
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