A2M the a2 milk company limited

Ann: FY22 Results Commentary, page-52

  1. 755 Posts.
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    No, not much details on new products, but if I can speculate it might be some other range of IF or similar. I guess it need to be looked at in conjunction with all other info such as possible m&a, bringing production in house (MVM), etc. Same like in HY presentation they gave some hints but not much details, but in general tone was positive.
    Yes, they said that they are working to improve things in US and expecting good outcome next year.
    As for "A2 Andy", yes, it was pretty much reference to him, but it was more about taking control of the channel and creating somewhat "ecosystem" for daigou as they see them as very valuable in bringing new customers.
    I general things look positive, I think it's quite turnaround but just a beginning of long road
 
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