For 13 years I've been invested (or trapped for some of these) in A2M. In the last 3 years in particular, I could see the China opportunity, but not necessarily how to not just leverage into it, but become a central element of Chinese nutrition. It's what has kept me here, albeit with a lesser holding vs pre 2019 levels.
My first hope is that we don't torch $350m! My second hope is that any investment does do as you suggest - and something like this would require D.B to stay on for another stint, which I'd be happy with. Pay him whatever he asks for, as this is a hard road with massive reward attached for all.
Or, it's a tin shed in NZ!
A2M Price at posting:
$8.22 Sentiment: Hold Disclosure: Held
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