For those who are still confused and overwhelmed by the latest news.
1. The only thing a2 milk currently exporting to US is small quantity of infant formula which has been subject to up to 17% tariffs already. The new blanket 10% baseline tariffs will not change anything in this matter.
2. Export of IF from US to China is minuscule in the scale of total Chinese IF import. Below is the official Chinese customs statistics for Jan-Feb this year and shows numbers for imports of IF from Netherlands, US and NZ. As you can see US numbers are about 0.5% of either NZ or Netherlands numbers. So, the new US-China tariffs will make no difference to anything as well.
3. The things which will effect share price in coming days are fear, uncertainty and emotions.
A2M Price at posting:
$7.78 Sentiment: None Disclosure: Held
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