A2 platinum has been discounted on and off for some time I...

A2 platinum has been discounted on and off for some time I posted this several weeks ago

My local Coles manager said demand had dropped of hence the discount but also said these products are discounted in rotation

A2 ice cream was also discounted 30 per cent just a couple of weeks ago

There is nothing news flash about this it's been going on for months

What is on is the bail out of A2 scared of the contagion flowing thru if this ANN from BAL shows the level of glut of IF in China and the margin pressure that is causing

A2 are a much better coy but all sell to China stories will suffer margin stress A2 won't escape however of all these Coys A2 has the best business case the data is undeniable they are taking market share

I think A2 could see 1.60 again all those holders waiting to dance at the 3 dollar party stood up by contagion

If it did go to 160 I myself would be taking a significant long position right now however the trade has turned to short on A2