My comments weren't about next halfs financials or even the empty shelves, but whether production is meeting need and lets not go on about making it a desirable product by making it hard to get.
This has been a bug bare of mine, and I don't know if its A2 not pushing their product enough or Coles / WOW selling stock elsewhere for a better price. Either way but way of example WOW in Thrift Park has not had A2 in stock for over A YEAR. hen I challenge the manager he simply says they can't get hold of it.
As I said in my mail Something is going on.......the frustration is that there is shelf space. We are paying for prime space. We talk about sales in Oz softening.....well its not for want of over supply is it?
With SYN saying they are not meeting targets, well they must have capacity, it can only be that herd size is lacking and we aren't converting quick enough. My worry is that demad will / is out stripping supply? Or am I jumping at shadows?
A2M Price at posting:
$15.20 Sentiment: Buy Disclosure: Held
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