The whole milk industry is slowing down there is a global glut of anyone thinks this won't affect A2 at the price point inflection thru competition they are not thinking it thru
Competitors of branded milk are discounting the gap to a2 widens consumers go for cheaper option margins get squeezed economics 101 no ?
No one here has answered how much the US an UK business will add to the bal sheet or will the great expectation in those two markets not shine thru until
FY 17 hence a hole in expectations this FY ?
Just how much Profit have they made in the US an UK ? What if it's not a lot is that the tipping point to see it get sold off after earnings results that's the key in my view those two markets
If they dissapoint analysts will home in on it p
Only at BEP in Feb the UK after how many years the U.S. Only been going since 2015 April last year not seen much profit yet
What this shows is its a tough gig the milk market an the global glut will see it get tougher with competitors discounting cheap milk
A2M Price at posting:
$1.45 Sentiment: Sell Disclosure: Not Held
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