A2M 1.55% $6.99 the a2 milk company limited

Tsanga,Good luck to you and all shareholders. I dont see it...

  1. 135 Posts.
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    Tsanga,

    Good luck to you and all shareholders. I dont see it doubling, but I guess anything can happen.

    Reaons
    - I will only outline the ones that pose a barrier to doubling.

    PE 28
    Structual decline (No East Asian country has been able to reverse demographic trends, or even come close to replacement level fertility)
    - look no further than Japan, Korea and TaiwanM
    Margin too concentrated in only one product
    - infant formula
    Science
    - Still dubious; although emerging evidence
    Elder nurtition
    - People would rather buy Blackmores

    AND the kicker

    A2 Milk
    - Easily reproduced by other companies

    There is no doubt A2 Milk can climb up from there, but the wind is in their sails.....
 
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