Thx lordspinalot . I try to keep a balanced and informed approach to posting.
I also thought this article from AFR was worth a read - especially as it relates to the issue of risk around supply and demand. Whist the majority of the article is more pertinent to A2M holders, there is a reference from Citi's Sam Teeger:
"There may be a market share shift to competitor brands as a2 runs short of stock," he said. "In order for us to turn more positive we need to gain comfort surrounding a2's margin outlook as it transitions to a direct and sustainable model and there is potential for a Bellamy's Australia resurgence later this year."
. I try to keep a balanced and informed approach to posting.
