WHA is unique because it is the only building connections between Australian largest organic fresh milk producer, CNCA licensed manufacturer, HK listed investment group and its related leading Chinese mum & baby retail chain.
WHA's 5% strategic investment in Blend & Pack to secure first slot of the three limit per licensed factory regulated by CFDA (China). Blend & Pack currently has a production capacity to produce 20 million tins per year.
Aiyindao only had around 800 stores while Mason acquired 55% of Aiyingdao for CNY550m (~A$105m), currently has 1,200+ stores. Last year they sold 38 million tins of baby formulas.
Aiyingdao is reducing the number of brands they stock from 8 to 4/5 and WHA will be the only Australian brand in the stores.
A2 infant formula only started in 2013, its infant formula business has grown from the scratch to over $2b in 4 years.
WHA is at early stage, but management team have set up extremely well, currently cash up to expand, small market cap with tightly held share registry, offering potentially huge return obviously with high risk.
WHA Price at posting:
90.5¢ Sentiment: Buy Disclosure: Held
