four companies above us, and from memory two are non-Chinese (Danone/Aptamil brand and Friesland Campina / Friso brand).
Both those have alot more China based manufacturing assets then what is being rumored for A2M. I don't think anyone is talking about a full scale shift in manufacturing to China just a step in that direction where these others are much further ahead.
Like it or hate it the A2M executive incentive structure doesn't encourage buying shares because shares are awarded through the short and long term incentive scheme. And it has been years since I recall anyone selling any of these. It might not be the kind of 'skin in the game' you want to see but if these doomsday scenarios you refer to happened, those holdings would tank.
A2M Price at posting:
$8.20 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)