I’m starting to get the feeling you’ve stopped using logic and...

I’m starting to get the feeling you’ve stopped using logic and just dismissing the facts now… or you’re just trolling atm Seuss… shame thought you were actually interesting in a smart conversation…

It’s easy to rattle off they need more money, factor in dilution but you’re ignoring how a pivot to premium can scale margins faster than volume. AHF isn’t aiming for giant commodity output’s playing the ex-a2 Milk game plan: fewer litres at higher prices, plus lean operations. If Andy Z’s O2O network even scratches a fraction of a2’s success, the math changes drastically.

Sure, capital and some dilution might come into play, but if the result is a higher-margin, niche formula brand that carves out a sliver of China’s massive market, 40 cents isn’t as far-fetched as you think.