I agree... is it a bit of a catch 22 in that chinese pharmacies would only want to sign a contract if a2 can confirm steady and reliable supply, but a2 may not have the spare capacity to supply more?
I think there will be a 3 way deal between synlait (or alternative supplier), a2m and one or more chinese pharmacy chains. This would be a win/win/win for all parties.
A2 milk good day :), page-172
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| A2M (ASX) Chart |