A2M 0.80% $6.91 the a2 milk company limited

Currently pretty much all of the revenue is coming from the Aus...

  1. 58 Posts.
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    Currently pretty much all of the revenue is coming from the Aus market (including back door channels into China) and "small" sales directly into china. We have seen nothing yet from the Fonterra deal and we have South Korea, U.K. and USA in the works (not yet cash positive). Plus continued growth in china.

    Australia has a population of only 24 Million people.
    China: 1.38 Billion
    South Korea: 54 Million
    U.K. : 65 Million
    USA: 325 Million

    So Australia's population only represents 1.3% of their total exposer even if we get rid of china its only 5%. If this Company can take off in just 1 of the countries listed above we will see massive growth.
    I think the current spend in advertising and expansion through more employees In China, deals with companies like Fonterra ect... is more then justified to solidify growth in these countries.

    Imagine if A2 can sign a deal with a Brand like Starbucks what that will do for there fresh milk sales and brand exposure.

    Early days, Early days....

    There is one thing that is certain in this world as long as humans are alive and that's is that we will continue to have babies
    Last edited by Tersy: 13/07/18
 
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