A2M (ASX) who will become Substantial Shareholder soon?

Originally posted by Hokey 5771 ↑

It's nothing to do with A2M mate it's a great business could be an extraordinary one Probably is

It's about trying to crack a market that has seen Australian companies struggling thru regulatory changes why would A2 be immune from future changes

Why would A2 be immune to the savage discounting going on that has seen BAL cop a flogging BKL cop a flogging MGC BGA any no of Agriculture Coys trying to break into China under the FTA WLD ELD RIC all ran Into China changing the goal posts

After what happened to BAL what do you think will happen if China make more changes to the SP of A2

Forget the difference with A2 protien the only thing I think that will make A2 a standout is volume if the chinese take to A2 like a duck to water and that could be the case

Yet they are not even in the top ten brands in China yet sales wise across the country

How it rolls in China is fads ok if a celeb picked up a2 milk in China sales rocket BKL had a chinese actress that dropped a vitamin cream outside a theatre

The paparazzi in China zooms in on the brand hello sales of that brand rocket they are very fickle consumers

They may well say A2 best for our baby you can bet as night follows day in 6 months or a year there will be something else hot to trot in China it's how they live

Can A2 capture a great market great sales in China make a fortune yes they can

When they do every chinese business house in China will demand more regulations more tarrifs for foriegn companies

It's not about A2 they are doing great it's about been blind sided by officials in China that is why it would be very foolish to be overweight a2 in your portfolio in my view

I sense a lot of posters on A 2 are one stock players all in A2 and if they can sleep knowing one regulation change could wipe them out then go for it

All im saying is A2 as I have said from
Day one is a great business great products I use them daily but just don't trust the chinese with all your money in one stock is my point

A2 as a business is almost certain to be taken out by China inc then they buy the Dairys and secure supply low cost

That is why now it's been established who is the leading player you are seeing massive accumulation shorts increasing to suppress the buying classic signs a TO is iminent

If you get 3 dollars take it do the strut and be happy

Again as a business I like it but it's too exposed to regulatory change to be considered an A1 investment now

Yes it's doubled in a year woo hoo my FMG S32,shares are up 4-5 x since feb but who cares right

It's where it goes from here and let's face it this stock has not grown at all SP wise in 2016 mining BHP RIO FMG S32 have kicked it to death this year it's just not all that now

Had one month frenzy December 2015 it tripled this year it's slowed right down theres a reason for that ask BAL holders about China

Expand

I wondered where you've been, that's a long story old mate.....

DYOR short positions are decreasing since Friday.........

Close above 2.30 today and Bulls are back in charge.....

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Price($)	Vol.	No.
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(20min delay)
Last $6.83		Change 0.150(2.25%)		Mkt cap ! $4.915B

Open	High	Low	Value	Volume
$6.73	$6.83	$6.73	$4.411M	651.0K

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who will become Substantial Shareholder soon?, page-44

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