You forget the link between A2 and Synlait with it's Bright...

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gsad1000

5,998 Posts.

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15/09/19

08:07

Post #: 40425505
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Originally posted by JCoure: ↑

Que? The looming trade war and uprise in commodity prices have more impact and effect on the A2M SP IMHO than the current state of Beijing and the P.R.C..

Although what may have impact on the A2M SP in a geopolitical risk sense, were if Australia and NZ to side against Liu with a Nationalist Chiang Kai Shek Sect candidate (the Chisholm candidate Jenn Yang)? And Arderngate could undo the good that A2M benefits from the time when President Nixon recognized Beijing back in the 1970s even when he had his own rather minor political issue with Watergate that led to his unfortunate resignation in the midst of his great road forward in SinoAmerican relations?

And, were Arderngate and the ALP NSW Aldi bag graft political donation scandal to move sentiment away from the moderates to extremist left ideologies, left wing coverups and left wing 1930s abuse scandals, A2M may have an unviable model as the P.R.C. will proscribe A2M and all Australasian companies with it.

Does A2M have a Government Affairs Directorate, Division?

Does the Company Secretary of A2M have a lobbying effort? Is there strategic positioning such as telling Albanese, Dreyfus and MacKay not to threaten A2M's current distribution model and ability to market even thru JV to the P.R.C.?

Does A2M support Morrison and LNP, Bridges and National?

Or is A2M a cheap operation with no positioning whatsoever, still a peppercorn company renting and monopoly A2 rent seeking on a shoestring?

I do not know what exactly the Australian business press and NZ business press are saying about the P.R.C. and President Trump.

News Corp (FoxNews/ Sky) and Nine Entertainment newspapers/ NEC radio seem to be following the Arderngate scandal and the ICAC Murnain, Dreyfus and Gladys Liu scandals more than the trade war that IMHO for now has more relevance to A2M's lagging SP.

Last election, factually, A2M political affairs attachees should know Gladys Liu was up against Jennifer Yang from the Chiang Kai Shek Kuomintang sect. So the ALP is now putting geopolitical risk firmly on the table and A2M should be to the opposite position of that.

And Luxon or Bridges/ Paula Bennett have more ability as the next PM to affect A2M's SP than the lameduck Ardern and Peters after Arderngate so A2M should be focusing on political donations and A2 lobbying and positioning to National than to the ailing abuse ridden NZ Labour Party. P.R.C. might need some positioning from A2M as well but not on a shoestring, unless Hrdlicka gets serious about Political Affairs, she should not bother about the P.R.C.

Geopolitical risk is IMHO potentially about 40% of the value of the SP perhaps more as I think I have given a conservative estimate IMHO but pls DYOR.

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You forget the link between A2 and Synlait with it's Bright dairy shareholders. A2 and Synlait have channels to people they need them too.

Nz political issues are never allowed to flow over into significant trade, irrespective of who they relate too. Nz traded with the USSR during the cold war quite happily.

Also remember that A2 is a Nz coy listed on both nzx and asx, Chinese coys are listed on other exchanges as well but you don't see China threatening themselves.

politics is politics, trade is trade.

A2M Price at posting: $13.08 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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