These questions of A2M''s moat and market position have been asked for years .... as A2 has gone onto capture and fortify more market share.
The current CEO GB led most of that. The BOD at present is as strong as it has ever been.
A2 has genetic marker tests for A2 Frisian Holstein cows that enabled it to ramp up herds faster and cheaper and it has first mover advantage and provenance unbeatable.
None of these things should be underrated. It will hold and develop a market lead based on the fact it is a market leader that was based on science that was ridiculed by competitors but is now accepted and used by them. The market knows how to interpret that.
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