AHF australian dairy nutritionals limited

I appreciate your consistency in calling out what you ‘feel’ is...

  1. 270 Posts.
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    I appreciate your consistency in calling out what you ‘feel’ is hype, but I strongly disagree that the recent share price movements were solely driven by insider buying or artificial pumping.Firstly, the involvement of Andy Zhang and AZ Global isn’t necessarily negative… it’s strategic. His experience in successfully distributing Australian products into China is well-documented.While Mutree and Alpha Professional Holdings may have links to him, these connections could actually benefit AHF by providing direct access to proven distribution networks.

    Secondly, dismissing the new management team’s past success at A2 Milk as mere ‘spin’ overlooks real and significant achievements.Peter Nathan and his team grew A2 Milk’s revenues exponentially, capturing substantial market share in China, a market AHF is now targeting. This expertise is exactly what AHF needs to pivot successfully toward higher-margin products.

    Finally, the current dip after the half-yearly report reflects market impatience rather than a fundamental flaw in strategy.Transformations take time, and results from the ‘Future’ product launch will be the true test. Your skepticism is noted, but writing off the turnaround potential based on short-term share price fluctuations ignores the strategic shifts underway.

    Let’s revisit this discussion after we’ve seen actual results from the launch and have concrete sales data to judge.
 
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