A2M the a2 milk company limited

1.10%

$8.27

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Goldsu

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11/11/24

14:24

Post #: 76548160
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Originally posted by werdplaya58: ↑

The obvious answer to me and most others is that they need diversification.

Except - it is easy to say "diversify" but harder to point to attractive avenues for doing so.

America does not look promising due to the prospect of increased tariffs, on an industry that is already a highly protected & subsidised local monopoly.

SEA they have made some in-roads but even if successful it is just pocket money compared to China. There was mention of Middle East recently so we'll see what happens with that.

That leaves diversification by product category rather than region. That means to some extent accepting that overexposure to China is a given and instead using the brand recognition to kick off into other product categories that aren't contrary to demographic trends like birth rates. The recently launched senior milk powders suggests this is the strategy being pursued.

There are many more dairy categories that could be disrupted by a focus on A1-free / A2 products. Cheese, yoghurt, protein drinks, etc. but the reality is these require expanded manufacturing capacity to make the margins worthwhile. So they need to invest in stainless steel which is capital intensive and many will not like.

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be proud mate ! you are the genius and life saviour for me!
whe SP was around $7, I said about hopeless CEO who was paid in Top 10 in ASX, driving a company from 26th to 136th in ASX.
you are only one who recommended me just sell and walk away without complaining about The CEO… and I did

it was lucky to listen to you then

A2M Price at posting: $5.00 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $8.27		Change 0.090(1.10%)		Mkt cap ! $5.987B

Open	High	Low	Value	Volume
$8.18	$8.33	$8.16	$25.84M	3.148M

Buyers (Bids)

No.	Vol.	Price($)
1	3616	$8.26

Sellers (Offers)

Price($)	Vol.	No.
$8.27	12097	2

View Market Depth

No.	Vol.	Price($)
2	5066	8.200
1	594	8.160
1	617	8.100
1	9200	8.060
1	3000	8.040

Price($)	Vol.	No.
8.310	4500	1
8.320	2000	1
8.330	3979	6
8.340	48800	3
8.350	20619	10

Last trade - 16.10pm 20/06/2025 (20 minute delay)

A2M (ASX) Chart

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