Great news for a2mc, page-9

A2 only needs to pinch a small fraction of Nestle's market share to keep up the strong growth. The upside is that there is so much market share available to take. Add in the scrapping of 1-child policy and expanding Chinese middle class seeking best for Bub, that equals a substantial growth opportunity. And Nestle can't produce a pure A2 infant formula, unless they go for a T/O. IP protected product showing strong growth into a big and growing market with low penetrance, the macro fundamentals for A2M are enviable. This short term SP weakness is exactly that, for those with a medium to long term horizon the SP on offer is going is a bargain ATM, but please DYOR, etc