Thanks brother, doesn’t answer all my questions but your temperament makes a lot of sense after reading this. I’m actually writing an analysis at the moment which I will post with my exact predictions and why I’m predicting it with all numbers for you. I will post this next few days.
I’m bullish on Bubs, a2 Milk, and AHF because they’re prime examples of Aussie-grown quality, backed by our unparalleled farmland. Whether it’s premium infant formula, specialized dairy, or innovative farming practices, these companies anchor themselves in Australian soil and that’s a real competitive edge. In a market hungry for traceability and clean-label credentials, there’s no substitute for genuine paddock-to-plate assurance. It’s not just about supporting local businesses; it’s about standing behind the Australian legacy of safe, high-quality produce and reaping the benefits when global demand soars.
Of the three, AHF looks primed for outsized growth thanks to its lean market cap and a powerhouse leadership team featuring ex–a2 Milk heavyweights like Peter Nathan, who oversaw a2’s Asian sales surge from around $80 million to over $1 billion. I can understand why you’d have a sour taste from Peter as he sold when he saw the company was overpriced.
By focusing on premium infant formula and shuttering unprofitable fresh milk operations, AHF has slashed costs while redirecting resources into high-margin segments. Recent moves, like signing a 100k Mutree supply deal, position them to capture a slice of China’s massive infant formula market, especially with Daigou-savvy talent like Andy Zhang on board. For investors, it’s a rare combination of proven management, big-market potential, and a still-undervalued share price a recipe that could deliver the strongest upside among its peers. Can also see why you’d have a sour taste with Andy Z after regulations changed and he couldn’t sell the stock anymore and wasn’t happy to foot the bill for that by himself.
Working on numbers, predictions, financial estimates to show why I believe what I believe now. Just have to be patient. I want it to be very well researched because I know you’ll be there to pick apart the weaker arguments, I believe it’s a good thing though. The more smart investors weighing in strengthens my points for myself and other investors and also help improve the weaker points.
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