Yes, milk is cheap atm and margins are tight. Getting in at the...

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rokstopper

87 Posts.

29/01/16

22:33

Post #: 16901068
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Originally posted by Slippery fish ↑

im struggling with how Ahf makes the dough. Farmers struggle to make money. Buffett says don't invest in agriculture. I get u put a few farms together, make some yogurt. But unless they can break China market it will be lucky to break even. Guys in shirts managing farms doesn't work. To succeed need to develop strong connections in China at the highest levels eg blackmores.

I don't suggest any predictions of making a profit in a few years can be justified. Not unless China card can be played. The idea of a successful domestic profitable business is dreaming, no hope. Marginal business and share price won't take off. They need to up ante on China, sell hope to maintain share momentum, and hope for a big China deal in the meantime. Then we get $10 a share and not the .59 in 10 years time.

I hope management is listening, get over to China and start doing deals. Start with the people's army, they need cheese, yogurt, etc which is healthy and not full of toxins.

So in short, Ahf is a China play if I've seen one. and frankly a highly speculative one. The good news is I think there's someone on the Ahf who gets this. In fact here's the wolf of Wall Street move, convince a Chinese individual or coy to take a stake - price will head to Mars! Yes no 8 has to be played - so here's the idea change name to big dairy 888. But all we need is a Chinese stakeholder, and bingo life is good.

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Yes, milk is cheap atm and margins are tight. Getting in at the ground floor is a risk but its riskier getting in near the top.

Last edited by rokstopper: 29/01/16

AHF Price at posting: 32.0¢ Sentiment: Hold Disclosure: Held
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Last 2.3¢		Change 0.001(4.55%)		Mkt cap ! $14.22M

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Yes, milk is cheap atm and margins are tight. Getting in at the...

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Yes, milk is cheap atm and margins are tight. Getting in at the...

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