AHF australian dairy nutritionals limited

Insider Buying Frenzy: Why AHF Could Be the Next $250M Dairy Giant, page-44

  1. 270 Posts.
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    Appreciate the detailed response and your points—let me address them directly.The Mutree distribution agreement, as far as the numbers show, is legitimate. The real play here is leveraging Andy Zhang’s 20,000+ distribution network, which targets mum-and-baby stores across China, a proven strategy that’s yielded substantial results in the past.

    While you’re right to point out that transparency is crucial, I’d argue the partnership’s potential lies in how well this network is utilized to build repeat demand, rather than just pushing inventory.Regarding Andy’s past work with Bubs, the challenge wasn’t in creating demand, it was regulatory changes and attempting to flood his distribution network with five years’ worth of inventory at once. That was an overreach, and it clearly didn’t work. However, AHF’s vertically integrated model mitigates that risk, allowing them to scale sustainably and adapt to regulatory shifts more effectively. Their deal with Andy shows they’ve learned from Bubs’ mistakes and are setting up a smarter, more efficient pipeline.

    And let’s be real, if you’ve done your research, you’d see that Andy Z is currently doing big numbers for several Australian brands in China. His distribution rights to 20,000 mum-and-baby stores are a game changer. The strategy here is clear: use Andy’s network to position the brand perfectly in China, create massive demand, and then produce to order, ensuring sustainable growth and avoiding the pitfalls of overstocking. That’s the playbook, and it’s one worth paying attention to.
 
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