A2M 0.00% $6.88 the a2 milk company limited

HC A2M forum has made the news, page-38

  1. 356 Posts.
    Long term perhaps Ginger, however at present over half the a2 platinum bought in Australia is posted by the Daigou’s home to China, so any form of intervention would be a risk, for the short to medium term, to A2M Australian segment earnings.

    In theory, the lost Australian sales might be made up in China though, if Chinese mum’s are prepared to pay a lot more for a2 platinum within mainland China than what the Daigou’s were previously offering to them, or alternatively they might just go elsewhere, to Akarola at Y79 (AU$18) for instance.

    I don’t think the Daigou’s will be restrained, it sets all sorts of precedents, and even defining what a Daigou actually is legally, is even fraught with issues.

    The market will normalise by itself if left alone, markets always do, that’s capitalism.
    Last edited by Lainn: 20/01/16
 
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