As far as I understand it,
You do realize that the overwhelming portion of
revenue AND its growth is reliant on sales of just one product, ie. canned infant formula to ANZ and China. Synlait is the exclusive and, practically, the sole provider of all canned infant formula that A2m could possibly sell at present. Thus the only way for A2m to continue growing its revenue is to sell more canned infant formula. The only way they can ever do that presently is IF Synlait manages to increase its supply to A2m. If supply from Synlait is hindered in anyway then it would have a direct and potentially FATAL impact to A2m revenue. Pokeno is absolutely vital to that prospect of increase in supply.
On top of Synlait's exclusive agreement, A2m SAMR for its main product, the a2 platinum, is also tied to Synlait and no one else has it and neither does Fonterra. A2m platinum is tied to Synlait and thus without Synlait, A2M would not be able to sell any canned infant formula directly to China and there would be scarcely any alternative supplier. Any sales to the US is negligible and so far there has been no sales of canned of infant formula in the US. So forget about the US because everything is about China.
So I think you are being absolutely stupid here to think that Synlait's wellbeing has minimal impact to A2m. By downramping Synlait and holding a2m, you are metaphorically cutting of your nose to spite the face. Do you even know what you are saying here?
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