Agree that these are the two best brands to play the China consumption story for IF. You are also right to point out that BAL's sales growth has been limited by supply.
If think the Fonterra supply contract for BAL is a game changer, and A2M needs to announce an expansion project for Synlait or a new production agreement to get to the next level. Demand is there, supply can't keep up and that doesn't look like changing any time soon.
If I could see more A2 stage 3 around, or knew there was more in the pipe, I would be an enthusiastic buyer of the stock.
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$5.56 |
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Open | High | Low | Value | Volume |
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Buyers (Bids)
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---|---|---|
2 | 6277 | $5.54 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.57 | 11611 | 5 |
View Market Depth
No. | Vol. | Price($) |
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2 | 6277 | 5.540 |
3 | 11143 | 5.530 |
3 | 10486 | 5.520 |
3 | 8249 | 5.510 |
5 | 14013 | 5.500 |
Price($) | Vol. | No. |
---|---|---|
5.570 | 11611 | 5 |
5.580 | 8280 | 2 |
5.600 | 7280 | 1 |
5.610 | 8833 | 2 |
5.620 | 2500 | 1 |
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