Haha mate, you’re showing a gaping emotional blind spot here, I know you and A2 investors had priced in world milk domination when Pete sold and you had 4 consecutive downgrades after… Don’t let that ruin a huge opportunity to hop on before the massive wave comes.
Obviously PCP matters, but I’m going to try help you here brother. There’s a difference between last year’s numbers and today’s context that you’re glossing over.
The shift from low-margin fresh milk to higher-margin infant formula (even if the new product line isn’t fully on shelves yet) matters, because it impacts how overhead and revenue will scale in the coming quarters. Yes, Q1-Q2 growth happened before, but it was linked to a model the company has since phased out.
This time, the cost cuts and the leadership from ex-a2 pros suggest a more sustainable push, when they pull the trigger on that premium formula.As for the $1M loss projection, I haven’t shelved it; it’s just that real turnaround plans often take more than a single quarter to materialise.
We’ll see if the big reveal on cost structure and new product margins aligns with management’s talk. I’m not dismissing PCP comparisons at all, just saying context like which product lines are set to ramp up can’t be ignored. That’s why I’m very optimistic rather than counting them out as same old AHF.
AHF Price at posting:
6.0¢ Sentiment: Buy Disclosure: Held
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