A2M 0.16% $6.23 the a2 milk company limited

$100 stock, page-56

  1. 7,523 Posts.
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    Remember SM1 only forecasting up to 45k out of 85k capacity.

    supply has been kept lower both by A2 and SM1 for 2 reasons

    1: tight supply keeps prices high which keeps profit margins for Daigou high which makes everyone happy.
    2: waited for regulation clarity before ramping up supply. Would have been a big disaster if they had produced millions of cans that were non compliant from Jan 1 2019.

    Now they can push the go button and meet demand which is as we all know HUGE.

    21st February half year result.
 
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