From what angle haha. The protein itself has been commoditised (Illuma, NAN, Mengniu all have A2 products now). The company has no assets, they don't own factories, milk pools and any intellectual patents. They have no reliable distribution network in China, no marketing infrastructure. 50% of holstein friesians are a1 free naturally. And they only sales channel they have is a grey channel that China is about to shut down......
Bloomberg TV, page-126
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