Media Updates, page-7641

There is so much pessimism and shorting at the moment that if A2Milk at least hit their guidance, the share price will pick up. In my view the A2Milk Co has a multi-decade growth opportunity in Asia. The pandemic will be over eventually as the vaccines are on their way and the world is too dependent on international trade and travel. The upside from the daigou disruption seems to be that the company can take a leap in the mother and baby store channel, thereby getting closer to the end customer. The co will also cut out the daigou middle men and potentially improve their margins. Korea and Canada are yet to make a significant contribution to the A2Milk growth as well as the rest of S.E. Asia. Selling now would be like selling McDonalds sub USD 14 in 2003, only to watch it double and then rise all the way to USD 220 in 2021. A2Milk is a long term investment, not a short term speculation.