The facts remain baa baa Fact Farmgate costs are not increasing by 30% as Macquarie claim Fact Farmgate costs are only one of a number of numerous costs inputs and milk is only one of number of inputs into infant formula Fact Transport Costs to China have declined substantially Fact Tariffs on Infant Formula are fully abolished from the beginning of the year Fact NO CASE HAS BEEN MADE FOR THE 30% COST INCREASE CLAIMED BY MACQUARIE Fact NO EVIDENCE CITING ALL THE COST INPUTS AND THE % INCREASES HAS BEEN PROVIDED Its a furphy and huge exaggeration as is the claimed declining demand which I have disproved. Do you both work for Macquarie?
A2M Price at posting:
$4.54 Sentiment: Buy Disclosure: Held
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