AHF

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2.1¢ australian dairy nutritionals limited

Ann: Market Update, page-54

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29/10/20

08:50

Post #: 48477368
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Originally posted by 1000Up ↑

Hmm. Hard to know how to treat anecdotal or personal milk preferences.

I do buy organic milk, not so much for claimed health benefits but for taste and shelf life. That's a competitor product Shultz. From the same area as AHF, almost just down the road.

Quite a few cafe's inner Melbourne use Shultz. Local IGA has it stocked, as do some stalls at Queen Victoria Market in the organic section.

At $6 / 2l (approx) versus $2 / 2l (generic, non organic) how many buyers are there? No idea. In our house we would use 4l / week, so cost is $12 / week, Our two coffees from the cafe around the corner are $9 / day. That is, cost of milk is really low in our budget even at $3 / l. Another comparitor, internet and phone is around $25 / week.

From what I'm seeing in fruit and vegetables at QVM, the organic premium has reduced over the years, although that may now have stopped or slowed.

Is the organic strategy a winner? All still a bit of a punt really. As it has been for what, near 4, or 5?, years now when first mooted at AGM at Williamstown. I thought it was but now seems with other competitors already established much harder.

Many of the other concerns, sure. Not sure when the 10 year anniversary is, but must be pretty soon. Will a profit be reported by then?

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Agree with your points. I don't think organic premiums can demand as much and will be less as more comes online to compete as always there a later mover into any market.Ahf need volume and profit and they can't really Get either. If they had lots of demand then there would be supply issues. As stated many times they have never even been close to running at capacity at the factory

AHF Price at posting: 8.0¢ Sentiment: Sell Disclosure: Not Held
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Last 2.1¢		Change 0.000(0.00%)		Mkt cap ! $13.57M

Open	High	Low	Value	Volume
2.1¢	2.1¢	2.1¢	$1.152K	54.83K

Buyers (Bids)

No.	Vol.	Price($)
1	50000	2.0¢

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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0.022	1143682	3
0.023	10000	1
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0.025	600000	1
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Ann: Market Update, page-54

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Ann: Market Update, page-54

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Featured News

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Featured News