Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-21

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seuss

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06/02/25

15:17

Post #: 77737953
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Originally posted by jamman399 ↑

Heyy again Seuss! Was wondering how quick you’d pop your head back up!

I get the doubts about scale and production costs, small dairies rarely profit overnight. But that’s exactly why AHF pivoted from low-margin fresh milk to premium infant formula, backed by the new ex-a2 Milk veterans.

It’s less about churning out bulk litres and more about turning fewer litres into higher-margin sales, particularly in Asia’s massive formula market. Sure, making your own tins is cheaper at huge volume, but AHF’s playing a different game: a tight, premium niche focused on brand reputation rather than brute-forcing scale.

Crucially, if Andy Zhang taps his extensive Chinese distribution network… already moving serious volumes for other brands and if AHF hits even 0.5% of the revenue a2 Milk currently does in China, we could see EBITDA margins of 15-20% fueling a 30x-40x multiple quite easily.

After all, Andy Z and company are the equal largest shareholders in the company…

When you run those numbers, a share price north of 40 cents in the next couple of years stops sounding like fantasy and starts looking like a well-timed growth story. That’s the real potential of high-margin formula with lean operations, not a race to flood the market with raw milk volumes…

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You have no idea of the numbers it would take to get this company to 40 cents. Let slone the money they need and factor in dilution

AHF Price at posting: 6.0¢ Sentiment: None Disclosure: Not Held
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Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-21

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