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clock Created with Sketch. 16/06/22
12:15
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Originally posted by Termsofuse:
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....couldn't agree more. BUBS retrace is off the back of low shorts too (best available data) so feels like folks are as you say, looking through this deserved euphoria. It's probably true that A2M were too slow for this one off hit - I'd like to see A2M start showing some of their cards here - a war chest full of cash, no debt and options aplenty. As much as I like capital management, it feels from the outside (just my view) that they do seem to have some ability to integrate...granted the sample size is not large! If it was me, I'd be hunting for bullet proof supply chain / product provenance options.
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https://kfgo.com/2022/05/30/nzs-a2-milk-seeks-to-supply-infant-formula-to-u-s-after-bubs-approval/
(20min delay)