Ann: JV with AHF to Launch Organic A2 Infant Formula Range, page-8

First 8 Last

Share
Profile

Follow
Knighty85

202 Posts.

13

16/02/22

22:21

Post #: 59622314
Share

Originally posted by DairyDonkey ↑

I have a good chuckle that they ‘target’ to launch the product by years end. A few thoughts from me:

1. both are due to be broke within six months, so assume significant capital raisings required so AHF can complete there dryer to actually make this product - he can’t keep selling his farms… or he’ll have no organic A2 milk or be forced to contract to these farms he’s sold and be obligated to pay the higher prices for this specialty milk regardless of whether his plant is ready/able to produce or demand is there.
2. To the best of my knowledge AHF have not employed a suitably qualified/experienced formulations technician, given there track record to date I would expect some glaring holes in this area and some expensive mistakes learning what it takes to get in spec formula. It cant be said enough that wet blend infant formula is multiples more difficult than milk powder production and your formulations expert is a defining figure of your success… so who is this person?
3. Product positioning? Bellamys and Danone (Aptamil) both have already launched a super premium organic A2 formula with all the bells and whistles. Both have been in the market for over a year now and I understand are at a higher risk of being discontinued than they are of supporting either companies bottom line. So do we really feel that their provenance story will outperform these big players and their much larger marketing budgets?

I ask that you please review at least a few of their last eight quarterlies as a reminder of both parties ability to meet timelines and use cash efficiently before participating in the next capital raise.

come on retail, its time to let these guys go under. Stop funding lifestyle companies. Take the hit, let go, and actually make some money investing elsewhere.

Expand

lol r u kidding me, 1: it's our money, 2: you sound like a competition begging for no competition!

WNX Price at posting: 13.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

STX

Strike hits "significant" 28m of net gas pay downhole Australia's deepest ever gas well; extends system east

GED

Golden Deeps sniffs 80-metre-long copper and zinc sulphide zone at NSW's Havilah

Is the ASX getting its groove back? Here's 5 IPOs in September to watch

GBR

Great Boulder hits fresh gold finds to the north of Mulga Bill in Meekatharra, WA

RBD

Restaurant Brands posts record sales in half year report for FY24

There are more pages in this discussion • 1 more message in this thread...

First 8 Last

Add WNX (ASX) to my watchlist

(20min delay)
Last 2.3¢		Change 0.000(0.00%)		Mkt cap ! $32.24M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
6	2853249	2.1¢

Sellers (Offers)

Price($)	Vol.	No.
2.3¢	1424020	9

View Market Depth

No.	Vol.	Price($)
6	2853249	0.021
4	882352	0.020
1	35000	0.019
3	166110	0.018
1	50000	0.017

Price($)	Vol.	No.
0.023	1424020	9
0.024	630976	2
0.025	528891	5
0.026	1083333	2
0.029	178572	1

Last trade - 08.59am 03/09/2024 (20 minute delay)

WNX (ASX) Chart

Day chart unavailable

Ann: JV with AHF to Launch Organic A2 Infant Formula Range, page-8

Top Stories

Strike hits "significant" 28m of net gas pay downhole Australia's deepest ever gas well; extends system east

Golden Deeps sniffs 80-metre-long copper and zinc sulphide zone at NSW's Havilah

Is the ASX getting its groove back? Here's 5 IPOs in September to watch

Great Boulder hits fresh gold finds to the north of Mulga Bill in Meekatharra, WA

Restaurant Brands posts record sales in half year report for FY24

Buyers (Bids)

Sellers (Offers)