Insider Buying Frenzy: Why AHF Could Be the Next $250M Dairy Giant, page-105

Totally get the skepticism around the $1.16M Q1 loss and how they’d flip to near-profit. But here’s why I see a big turnaround coming:

1. Core Lines & Cost Efficiency
• AHF’s existing formulas (Ocean Road Dairies) still generate steady sales, even while the new ‘Future’ line is in development. Their cost-cutting measures have mostly targeted overhead, which means the revenue engine remains intact. If they maintain or slightly grow their current base sales while slashing non-critical spending, that alone can shrink losses fast.

2. Leadership & Scalability
• The ex–A2 Milk team knows how to ramp up a dairy brand quickly (they scaled A2 to over a billion in revenue). Once the new product rolls out, they can tap proven distribution channels—potentially boosting top-line faster than typical small caps. So the real pivot happens when overhead is lean, the old formulas keep the lights on, and the ‘Future’ formula hits the market. That combo is where I see fundamentals shifting dramatically.

Sure, marketing cutbacks are an unusual move ahead of a launch, but if they reallocate those funds at just the right moment, it could minimise current losses and give them a bigger war chest to push the new product once it’s ready. That’s the strategic play I’m watching and why I think a rapid improvement in the numbers is still on the table.