A2M the a2 milk company limited

I assume that CLV is a DHA supplier for A2M / SM1 but not 100%...

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    I assume that CLV is a DHA supplier for A2M / SM1 but not 100% sure. Certainly they supply a lot of Aus/NZ companies exporting to China and are similarly exposed.

    CLV update today shows the GB license update process has definitely disrupted normal demand patterns across the industry. Not necessarily a reduction but rather sales being pushed back into FY24 due to the hiatus in production. My interpretation anyway.

    https://hotcopper.com.au/data/attachments/5300/5300464-acfa4343986e1614533c567f6ac07c63.jpg

    PS. Worth noting that the update above seemed to have been received somewhat positively by the ASX
    Last edited by werdplaya58: 25/05/23
 
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