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$6.87 the a2 milk company limited

Totally concur with your sentiments.IMO - over the years (and as...

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Veritas2000

12,982 Posts.

1055

26/04/22

12:32

Post #: 61018215
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Originally posted by bbbear1: ↑

Agreed Veritas

That is my concern here as well.

I was in COSTCO visiting family in Australia last week and noticed A2 baby formula (not A2 Milk) at AUD17 a tin. It appears that A2 cows are quite common and a prospective company just needs to develop a brand, fill a tin, and then sell. The science certainly supports A2 consumption and I feel personally as a father, it is a superior choice….. but has the first mover advantage and brand strength for A2 Milk now been eroded where it is a fight for market share vs premium-product margin protection. There is certainly a position in these markets for the A2 Milk brand, but is this a growth stock? What maturity level is the brand now? A2 Milk is certainly worth a price and this is a strong brand. My concern is how they will pivot, continue to grow (horizontally) utilising their cash build, and maintain existing margins in the future. I am waiting on the sidelines for now deciding to re-enter. Uncertain for now

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Totally concur with your sentiments.

IMO - over the years (and as an early investor I have been there through a few up to JH !!) and any product differentiation it had in the beginning has been eroded over time.

A2M Price at posting: $4.48 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $6.87		Change -0.045(0.65%)		Mkt cap ! $4.988B

Open	High	Low	Value	Volume
$6.91	$6.93	$6.82	$1.912M	278.3K

Buyers (Bids)

No.	Vol.	Price($)
11	6637	$6.86

Sellers (Offers)

Price($)	Vol.	No.
$6.87	8233	14

View Market Depth

No.	Vol.	Price($)
5	1313	6.860
22	18850	6.850
17	26217	6.840
16	31617	6.830
14	20906	6.820

Price($)	Vol.	No.
6.870	7877	13
6.880	23335	11
6.890	31461	11
6.900	9583	11
6.910	4502	4

Last trade - 12.15pm 26/07/2024 (20 minute delay)

A2M (ASX) Chart