A2M 1.04% $5.71 the a2 milk company limited

Citi Research - Nestle to Win, page-30

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    First rule in strategic marketing....is Henry Fords quote. Just do what you do better and don’t waste time knocking competitors ...spend all energy n $$ getting better and better at what you do.... it’s not a good look to do what Nestle are trying...it reeks of ‘try hards’
    I would say that all competition is good competition as we do actually want a1 milk to die and a2 milk to take over as the one milk we drink.
    However, in Nestles case....their bad form and reputation can be a double edged sword....
    I think we just ignore their last ditch attempts at grappling for some of our a2 market....
    We just press the ignore button
    Although watching their antics is quite good fun...a bit like our friend prosperity who seems to have calmed down prob due to drinking a2. He’s not so reactive or inflamed which means his gut may no longer be on fire!
 
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