A2M 0.97% $6.79 the a2 milk company limited

Only if it became a real big bargain which it isn't yet despite...

  1. 6,420 Posts.
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    Only if it became a real big bargain which it isn't yet despite the SP fall.

    I think there are some additional margins we could capture in the chain by owning more of them, but I would scrap most of the other products they are working on. That's why it would need to be a bargain to justify the writedowns. I think we have done a good job in sqeezing margins out of them to date, so it may not be as fruitful as around 1 year ago.

    Anyway, probably not going to happen unless they get into some real trouble with the court case.
 
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