Please check A2 Milk Website, investor, Call recording 1st Half 2018 - Feb 2018.
It did mention that the full board would visit the US in May 2018 for the deep dive of the business.
Hope we will get an update on that one soon.
It did mention Fonterra about it’s Victoria site that it will start in calendar year 2019 but does not have a canning and blending facilities and will use the one in Hamilton, NZ. It did mention that it makes sense the blending and canning in Victoria at the same site.
Of course, the board and management are thinking which one to prioritise to spend in their investment.
At the moment, they are spending big in Marketing in China and USA.
Happy Investing. GLTA.
A2M Analysis, page-176
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