China's birth rate went up in 2024 and seems likely to continue....

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DairyqueenSA

380 Posts.

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23/01/25

17:36

Post #: 77535522
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Originally posted by Investbest92: ↑

Ohh really? News to me.

"They launched senior nutrition products last year. There have had a tonne of new products recently. A2 Gentle Gold, A2 Genesis, the A2 Move and Immune Nutritional powders, A2 lactose free fresh milk, all in the past 18 months or so."

"
They launched senior nutrition products last year. There have had a tonne of new products recently. A2 Gentle Gold, A2 Genesis, the A2 Move and Immune Nutritional powders, A2 lactose free fresh milk, all in the past 18 months or so.https://www.nutraingredients-asia.com/Article/2024/11/29/a2-milk-to-maximise-chinas-potential-with-senior-nutrition-rang
"

Where was the report for vietnam? or the old people products? Why do i have to hear from you or some news site? Does everyone come here to HC to get the news? No they dont. News of new products should be reported, not stealth launches. Who has time to go looking for news sites? Cant be that much supply if still have loads heading through the airport. More needed it seems as demand not met. As for the old people products this should have been done when known that China was having falling rates, not years late. The instos knew it, and used that as weapons. Yet a2 stalled. Good job. Price drop resulted did it not?
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"
What about MVM you ask? Well apart from the fact that MVM is producing alot of these products, and contributes to the diversity of supply you were complaining they lack, MVM was specifically called out as a contributor to the recent upgraded revenue forecast in November last year.
"

So much sales and supply right that has massive gains in profit that price rocketed? Yea right. Straight overexaggerating here. Cut it out.

-----------------------------------

"Regarding licenses they succeed in negotiating another license slot through Synlait. Did you forget that?"

No of course not its just that i dont see how negotiating with a proven unreliable company who fraught with bad management and still pitted too is worth anything. Why not setup with someone else more competent. It was a long known risk and yet they did nothing to mitigate.

The fact is price is still pitted is it not? Go ahead and tell me im wrong there.

Even if a good report and raises 25% its still below august price after report is it not? How is that acceptable?

Lets put it this way" if you had an employee who lost your company value, on a big decision, would you keep them on? No I doubt would. Many get fired for far less. Not sure why CEOs and exces are immune to consequences.

Boggles mind some people will never accept they are wrong despite the main evidence that anyone actually cares about, the SP still sitting far lower than when management took over" and what has driven that to this low? The answer is clear.

Mediocrity good for some it seems.

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China's birth rate went up in 2024 and seems likely to continue.
Even if we see another downtrend in Chinese birth rates it's not really an issue for A2m sales with over 9million births in China annually.
If you are so unhappy with A2m the answer is clear, sell!
I would not hold a position in a company that i have no confidence in.

A2M Price at posting: $5.89 Sentiment: Hold Disclosure: Held
3 Upvote

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