A2M the a2 milk company limited
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Which is just as well because A2M can't get Mataura SAMR...

  1. minimoke
    2,946 Posts.
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    18/09/23
    08:57
    Post #: 69894720
    Which is just as well because A2M can't get Mataura SAMR overnight. Given them a could of years to do this and we can expect to see a renegotiation of the supply agreement.

    Which at face values appears won't include exclusivity, and will be for lesser volumes and tighter margins.

    I think we are getting a sense of what is happening to A2's war chest. More investment in Mataura to get SAMR. Purchase of third SAMR manufacturer. And hover in the wings to pick up a liquidated SML
    A2M Price at posting: $4.48 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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