A2M 1.69% $6.99 the a2 milk company limited

agreed. i think $20 was very lofty and it had a shed load of...

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    agreed. i think $20 was very lofty and it had a shed load of positive momentum over the course of years. there was essentially not one misstep until our friend the pandemic appeared and then this highlighted the reliance on the suitcase trade. Howwever, for those around like myself from 2015 where we were competing against Bellamy's and trounced them because of that decision and Bellamy's reluctance you cant really blame them. it is my opinion though that there is still a tonne of upside for this company as the product is still the same as pre pandemic and still in high demand illustrated by a healthy margin. it has just changed from a channel perspective. i am looking for it to be closer to $10 than $5 this time next year.
    Last edited by grimmy77: 21/12/23
 
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