Hi Upfrog, you another a2 milk investor who bought into the world domination story and lost money on the downgrades?
hahaha brother, calling it flimflam doesn’t change the maths on premium infant formula. Sure, 40c might sound aspirational now but that’s what they said when a2 Milk started out, too. People questioned the pivot from old-school dairy to A2 protein, yet look how that played out. Maybe you would remember, or Werdplaya could inform you. Unless Werdplaya bought late in the story at the peak…
If new management at AHF secures even a fraction of China’s premium formula market, a higher valuation is on the table. Will they nail it? They still have to put runs on the board, absolutely. But dismissing the entire pivot as ‘rah rah’ ignores that this exact strategy worked before for a2 and the same veterans are trying it again.
So, yes, do the maths, but remember that just because a train left the station once doesn’t mean there isn’t another service on the timetable…
AHF Price at posting:
5.9¢ Sentiment: Buy Disclosure: Held
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