A2M the a2 milk company limited

Just thinking about the supply chain issues in the US. If they...

  1. 546 Posts.
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    Just thinking about the supply chain issues in the US. If they have a common thread, the US suppliers will have difficulties shipping to China, particularly if they are under pressure back home. The may direct more production to their domestic market and short China - potential opportunity for A2M and the Chinese domestic suppliers to expand market share at the US co's expense.

    Given that A2M has a presence in the US, I would sincerely home that the US CEO is making the most of this crisis and lobbying to have A2M's IF product enter the market.
 
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