Let's see where this all ends in terms of margins and regulatory approvals. Fair to say the glorious margins made largely on the back of the previous suitcase trade are over.
Yes, I get that China requires milk products and NZ is a reliable supplier. My point was around A2 being a brand is that A2 is valuing adding, not a local chinese company branding NZ product.
With distribution deals and co investment maybe that is enough for them now.
A2M Price at posting:
$5.70 Sentiment: None Disclosure: Not Held
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