AHF australian dairy nutritionals limited

Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-13

  1. 275 Posts.
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    Heyy Seussy, firstly, thanks for coming by everyday!

    Ahh I see your concerns, unfortunately you’re not getting it though… let me explain for you.

    Comparing AHF’s new trajectory to their old operations is like judging a refurbished plane by its previous crash record… everything's changed.

    Yes, they had quarter-to-quarter growth in the past, but it was tied to low-margin milk, not this new pivot into premium formula with ex-a2 leadership (the same folks who ignited a2’s meteoric rise). Hitting 40 cents isn’t about short-term quarterly blips; it’s about whether these high-margin products gain real traction in Asia, and if cost discipline remains rock-solid.

    You don’t rewrite a company’s destiny overnight, but if
    the formula strategy and overhead cuts stick, that 40-cent target isn’t just pumping, it’s a forecast based on a real shift in how AHF does business. Want to see some numbers I’ve done?
 
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