Chart Update, page-24076

at least, trying to launch IF into new markets such as japan, India, UK, US, Canada, and Vietnam. Etc

- I agree on the asian markets, I'd not be going near the US, UK, Europe (and possibly Canada) - highly regulated ogopolistic markets controlled by the likes of Abbott and Nestle where a lot of money could be spent for relatively small market share and small or negative profits. I think a big (but not the only) focus on return to growth in China is key.

— are you sure ? 100%? So you believe there is no way A2 can take any market shares there??
parents are not easily to swap IF… so even if a2 only able to take 1-2%, a2 need to do ! Because 1-2% market shares would give chances to take 10% market shares in the future!
also focusing in Chinese market… doesn’t mean not even trying to enter to other markets! A2 has more than enough cash !


return some to royal holders, dividends!

- This indicates to me you believe the company will be unable to provide increasing returns with its cash above what you could do with the money - that is a legitimate opinion but if I agreed I'd be out of A2M completely. I have a long-term view that the company will provide growth and holding onto the cash right now is wise.

—wise?? Divideds mean stupid?? So no dividends means smart?
how much cash this company has?? Can’t use some for dividends? If company use the cash for future growth, I would be happy! But for past 3 years… what company used cash for?
did you see any investment done by company for future growth?? Is the investment for future bank deposit interest?? If so, I’d be so sorry. I was silly. Haha
bytheway, there is a local chicken company has 78 P E Ratio ..
finance, past, and value can not even be compared to a2 but they pay dividends and CEO’s speech gives bright future. That’s why institutions and brokers gave high P E Ratio on this company..

produce new products such as flavoured milks, other dairy products!

This would imply that the plain milk market is saturated. Producing flavoured milk would take raw material away from producing plain milk where consumption of pla in milk is higher (particularly in my opinion, in the health conscious target market). I'm not against new products and hope the company is exploring it but a new product line would increase production, marketing and sales costs and would likely move away from the core premise of A1 casein free milk.

- in Australia, New Zealand and Canada they say no1 selling milk… so I think they can start new flavoured milks and some other dairy products to increase market shares.. right?


buy a small nutrition company for produce new products such as a2 only protein powder WPI, WPC as well as other nutrition supplements!

I'm not an expert in protein powder but wonder if the market is looking for A2 protein powder - certainly worth exploring. Re the use of capital and diversification of focus - same comments as the previous questions.

-how much cash company has, again ?? Protein powder cover adult health supplement sector. You know this sector will be boom due to aging.. kids going to be adults
there are local supplement company sells their products every where in Australia under $80M.. good investment??

3 years… he has had… I believe that’s more than enough time to do that.!

3 years is really quite a short time (particularly the nature of the past 3 years), to turn around a company like A2M - I'd say judge this management's performance on at least a 5 year timeframe. I'll also point out since Bortolussi took the helm there has been consistent meeting of reporting guidance. I believe that's what you want in strong management, not wild swings of beats and misses.

- can’t say any. Too personal! Some one say 5- 10 years are also short!
but never seen any CEO comes in bad time, keep blaming same problems for 3 years rather than trying some thing new..
in the past three conference call, I was always not sure and it’s challenging… sounds very doomed

at last, if he realised, there would be nothing he could de.. rather than sitting at office and got paid… just step down .!

I don't think there's likely be a short term benefit in a change of CEO at this point. It's a tough market, not sure who would do better and the current CEO has proof points in turing around other companies in strife.

- average CEO life time in a company is around 7 years, which is doing good at least ok.! So nothing done and SP dropped a lot more from first day of start in 3years…
it’s very much time to think of step down. !
what proof?

NOTE: All of the above comments are just my opinions and no more valid than yours - it's good to see different points of view and will be interesting to see which in areas we turn out to be right!

- all of above comments from me are facts! And very common senses !