nestle - doing A2 infant formula, page-82

Easy there, Rainbow Six!

Did you seriously think that other multinational corporations would look at the success of A2 Milk Company and not want to steal a piece of the action sooner or later?

Of course there will be competition - it's inevitable! Take this as smoking gun proof that A2 is onto something huge that threatens the rest of the international dairy market. A2 were the ones to come up with this concept first - they were ridiculed and dismissed by other major players - now those same players are desperately trying to emulate their success.

Pepsi and Coke co-exist just fine and make billions. Today is actually positive confirmation that the A2 protein is not just a fad, but a paradigm shift in milk consumption that is here to stay.

This means more price appreciation, and ultimately could lead to further acquisition talk down the line. A2 have global patents right up to 2035, and they have established premium brand name recognition. That's what I call a damn good moat protecting this business.

A2 Milk - the tale of how a $9 billion AUD market cap company terrified a $230 billion USD giant into trying to copy it. Nestle, eat your heart out. A2 is here to stay.