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$6.68 the a2 milk company limited

As someone who raised and milked dairy goats for 25 years. I can...

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mvhuf

386 Posts.

51

15/05/23

10:33

Post #: 67772924
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Originally posted by werdplaya58: ↑

The fact that it is an A2-protein only product (at least for the Goat formula) could be complimentary but it's not super compelling IMO.

They've done well to expand into lactose-free and after doing this I think there's not much additional benefit in expanding into goat milk products. Their whole strategy / marketing pitch hinges on portraying cow's milk as best amongst all other options and alternatives, and making it more accessible to those who have been forced to switch to alternatives like soy, almond, goat etc. due to digestive issues.

The only remaining uncaptured market I guess it opens up is for people with a cow's milk allergy (so therefore cannot even drink lactose free milk) but my understanding is most of the time they are still also allergic to goat, sheep etc. as well.

I seem to recall management being asked either last year or in 2021 AGM whether they were considering other animal A2 products such as sheep milk or goat milk. The response was that it was not a priority then, I doubt it has changed.

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As someone who raised and milked dairy goats for 25 years. I can tell you -WHY? A dairy cow can produce 10 to 12 times what a goat can. No reason to do this with goats milk. This is why A2 is tops in fundamentals.

A2M Price at posting: $5.34 Sentiment: Hold Disclosure: Held
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Last $6.68		Change -0.020(0.30%)		Mkt cap ! $4.829B

Open	High	Low	Value	Volume
$6.70	$6.71	$6.61	$6.477M	971.9K

Buyers (Bids)

No.	Vol.	Price($)
4	12782	$6.68

Sellers (Offers)

Price($)	Vol.	No.
$6.69	15324	5

View Market Depth

No.	Vol.	Price($)
1	3790	6.600
1	600	6.580
2	3200	6.550
1	310	6.540
1	5000	6.510

Price($)	Vol.	No.
6.690	10324	3
6.700	10000	1
6.710	41811	3
6.740	20000	1
6.750	13300	3

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