A2M 2.92% $7.05 the a2 milk company limited

GM

  1. 733 Posts.
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    Having a look at the preso, its more than interesting to see the impact IF is having on gross margins. I have stated this a few times now however when you compare FY15 to FY!6 and extrapolate out for the full year the impact is clear and extremely positive.

    Question really is how much IF can they supply and obviously sell. If they can move this into the $100s of millions mark then the gross margins could be sitting around 50%.. Note, that I am not discounting the other products however IF is the main game at present.

    Before anyone asks, yes, I have had to make some assumptions on the gross margins of everything outside of IF however when comparing the numbers we have available to us, the impact is clear.

    Do your own research as this is just the ramblings of a middle aged man!!

    GLA

    Cheers,

    Kosy
 
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