Strong growth drivers for A2M:
- Birth rate in china is set to accelerate in next 12 months as Chinese couples can now have 2 children.
- The Chinese government may increase that to 3 or 4 children in the coming years to balance against the ageing population.
- Low rates of breast feeding in China.
- Demand out of China is therefore set to accelerate strongly over coming years.
- Mothers milk contains only the A2 protein. Therefore there is a growing understanding in China and the world that A2 formula is the best alternative to breast feeding. People are willing to pay a premium for it.
- The rate of breast feeding is declining for various reasons.
- A2M will be able to ramp up supply faster than organic supplier Bellamys.
- A2M have increased their earnings estimate by 83% in only a few months. Further earnings upgrades are likely.
- A2M have advised they will be doubling infant formula supply over the next 3 months.
- Foreign investment is increasing.
- Some analysts are forecasting A2M to become a $1b+ company. That will see it enter the ASX200.
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$6.68 |
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Mkt cap ! $4.829B |
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1 | 600 | 6.580 |
2 | 3200 | 6.550 |
1 | 310 | 6.540 |
1 | 5000 | 6.510 |
Price($) | Vol. | No. |
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6.690 | 10324 | 3 |
6.700 | 10000 | 1 |
6.710 | 41811 | 3 |
6.740 | 20000 | 1 |
6.750 | 13300 | 3 |
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