ahf propaganda and why its not worth 40 cents., page-18

HAHAHA, Seuss, this is what I’ve been waiting for?!

I appreciate the passion, but your arguments are nothing more than outdated, emotional noise. You keep relying on vague claims and AI-generated visuals while completely ignoring the hard, publicly available data that clearly shows our strategic pivot. Sadly missing the forest through the trees again...

Let’s set the record straight:

- Historical vs. Current Costs:Yes, there were one-off write-downs and elevated costs in FY23, but that’s history. The focus now is on our new management’s shift from low-margin dairy processing to high-margin infant formula. The Q2-to-Q2 data shows a leaner, more efficient cost structure.

- Production Scale & Capacity:It’s normal for production costs to spike during a ramp-up phase. AHF isn’t promising full capacity overnight, we’re in a deliberate, phased build-up as demand and partnerships mature. This is industry standard, not inefficiency.

- Mutree Deal & Cost Structure:The Mutree deal is a target to drive future volume, not an immediate profit booster. The associated costs are investments in scaling up, aimed at optimising plant utilisation.

- Valuation & Profitability:seems you keep changing my forward-looking projections... (40c or 60c) either way it doesn't make a difference... The numbers I did give are based on a realistic growth trajectory once the new premium strategy kicks in. Yes, AHF hasn’t been profitable historically, but we’re building towards profitability with focused cost management and improved production.

- Concrete Data:Your critique rests on vague historical grievances and selective snapshots. My analysis is grounded in detailed, publicly available financial reports that show clear structural improvements. Without new, independent data that contradicts these trends, your points remain simply a mere opinion.

Based on your lack of hard data, very funny to say... I think a sensible gambler reading the things you're writing would lean more towards @Merchant2000 ’s scoops numbers than what you're saying at this point... At least his scoop has the potential to be backed by solid research, I know for sure you don't have anything backing any of your points. That's very clear.

Until you bring real, data-driven counterpoints to the table, your argument just falls flat. The facts speak for themselves.