“the daigou strategy is no longer viable” - werdplaya58
Sounds like famous last words.
Do you honestly believe that AHF, with its vertically integrated model—owning their farm, having almost no debt, and handling everything from milking organic, A2 cows to packaging the formula in-house—doesn’t hold a massive advantage over competitors like A2M? Especially when A2M appears to rely on purchasing milk for their formula?
What makes you think pallet loads of Infant formula from non bovine vaccinated cows won’t be sold shipment after shipment all over China? If there is a possibility, I think “AHF Andy” may have double checked with his massive loyal customer base he’s built over a decade is still keen before loading the boat with huge amounts of stock. When you’re vertically integrated you don’t just have a cost advantage, you have end-to-end quality control over all aspects of the formula, this is possibly the biggest moat here yet, proving to come in time and time again in this industry, as we’ve seen over the last 10 years.
Even after all that, you’re practically buying in at cost price at this point… the market cap is almost the same as the bloody assets. How are you not looking at that? Institutions are not far from jumping into this story, and when they do, this is going to be a certified multibagger. When there is smoke there is fire.
Industry veterans like Peter Nathan, Maha, and Wenjun Zhang are heavily convinced of AHF’s potential—they’ve been buying shares hand over fist, Peter and Maha opting for options instead of increased salaries. You need to reconsider sir, would be sad to see this daigou belief hold you back from seizing this amazing buying opportunity.
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