A2M 0.82% $4.86 the a2 milk company limited

A2M have done an excellent job in generally executing on that...

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    A2M have done an excellent job in generally executing on that 2012 plan. However, if you look at the projected revenue split between fresh milk, IF and geography, they have missed USA/UK targets signicantly (under performed) and have significantly misjudged the IF side of the business. This is why we now do not have enough production to meet business needs. In fact we are way off and we are scrambling to secure supply.

    Have they done too good a job or have they just not meticulously managed the risk (yes, risk) of not having adequate supply to meet business needs. We have yet to see a timely solution.

    Investors who have experience in senior executive management will make their own judgments.
 
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