A2M the a2 milk company limited

@blackeyed@CarlosGThese figures are as at 31 December 2021...

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    @blackeyed
    @CarlosG

    These figures are as at 31 December 2021 though, so probably not indicative of the levels at the time of the application to FDA in June 2022. Normally I think the company would always have some inventory cushion in place, but he CEO did note that this was very 'tight' - or words to that effect - in the analyst briefing in February.

    Some inventory would be Matuara, but some would also be China label (so not appropriate for the USA market). Then they will be running even lighter on English label inventory due to the transition to a new English label product in July.

    I don't know if it would make sense for them to enter a new market with an old label that they are in the midst of phasing out, personally I think they would just take the extra time to produce additional supply of the new label.
    Last edited by werdplaya58: 18/07/22
 
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