A2M 0.58% $6.91 the a2 milk company limited

Ps, Interesting exercise in crunching the numbers of what is...

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    Ps, Interesting exercise in crunching the numbers of what is possible fot the US market to contribute to A2M revenue stream if it replicates and captures the same fresh milk market share as it has in Australia. Going on its rapid roll out and expansion of Point Of Sale distribution outlets and over 100% yoy growth its more of a chance of being a when it matches the success and market share it has is AUS instead of if.

    USA Fresh Milk market $15B US

    10% of that is $1.5B US which equates to $2,180,000,000 AUS !!! Add that to A2M current growing revenue and work out the likely new SP high when its added to the bottom line.

    A2M and the analyst from this Institution holding A2 shares has also bought up further new products to be rolled out that are exclusively a A2 only that are are yet to come to market. My take is they are concentrating on the biggest markets and most profitable products first and then once they have captured a healthy market share in those continents and markets then they will consider rolling out new product ranges. Remember in the past Geoff B has also alluded to those new products and also stated they may even be a bigger earner than their IF range and that already makes up over 80% of current revenue at this point in time.
    Last edited by SmugLex: 14/09/19
 
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