A2M the a2 milk company limited

Well that'd be purely speculation on my part and I never do SP...

  1. 4,821 Posts.
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    Well that'd be purely speculation on my part and I never do SP predictions.

    But from a long-term perspective I feel it would be positive given that they have a product that has demonstrated proven competitive advantage over rivals. There is just the question about margins being sustainable in the US market with the whole WIC system.

    In the shorter term, in the event that an approval was given, I think A2M holders could at least rest assured that it would not be the impetus for capital raising (e.g. like BUB) due to the existing capital reserves the business has access to.

    As others have noted it would also be interesting to see the detail of any supply arrangements. For instance, it would be especially positive if they found a way to incorporate some supply from MVM but not sure if this would be possible.


 
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Last
$7.73
Change
-0.075(0.96%)
Mkt cap ! $5.611B
Open High Low Value Volume
$7.87 $7.87 $7.71 $4.143M 534.0K

Buyers (Bids)

No. Vol. Price($)
20 9882 $7.72
 

Sellers (Offers)

Price($) Vol. No.
$7.73 3485 14
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Last trade - 13.31pm 27/06/2025 (20 minute delay) ?
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