A2M 2.20% $5.77 the a2 milk company limited

A2M - Risk Management, page-7

  1. 205 Posts.
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    Appreciate the advice guys.

    I believe A2M are ahead of the pack in anticipation for the IF regulations - we will most likely notice whatever impact this has in 1H2018.

    China has a demand forecast for *dairy products* growing at 400% the rate of domestic production in China, they rely on imports and always will - The Chinese Govt. are well aware of the need for this to continue.

    Bellamy's slashed prices and are still being left on the shelves by consumers in China - price wars do not concern me within the Chinese market - domestic products are already at discount to that of A2.

    As we all know the market hype can lead to bigger losses in the short term if growth is lower than expect (even if considerable growth is achieved) - I don't see an issue in the long term if nothing apocalyptic occurs (spooked)

    I will take advice from wild and begin actively weighting my holdings in A2M, likely lowering my stake down to 10-15% with cash on hand ready for an opportunity.

    Again, thanks for the help everyone.
 
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