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$5.90 the a2 milk company limited

I think that the FDA pathway has opened up because the...

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golddigger741

533 Posts.

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23/09/24

14:54

Post #: 75796983
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Originally posted by werdplaya58: ↑

The thing is, whether access is temporary or ultimately granted as permanent, has very little bearing on whether it is worthwhile for the business. There has to be some pathway to profitability, BUBs hasn't found it, so even if it does achieve permanent status (which I am fairly certain it will) it may only be a license to lose even more money. BUBs has also had a lot of special treatment to get its current foothold in the market, which won't exist going forward.

I would have thought A2M has the existing distribution footprint and brand recognition to make the move into IF less costly and a better chance of profitability. But if it was a slam dunk it would have happened already. So I think it raises questions as to whether the market itself is viable when the domestic companies come out the other side of the whole formula crisis with their monopolies still intact.

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I think that the FDA pathway has opened up because the government does not want to rely on a tightly held monopoly. more competition means more supply, better quality etc - that's where a2m comes in

A2M Price at posting: $5.22 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $5.90		Change -0.090(1.50%)		Mkt cap ! $4.271B

Open	High	Low	Value	Volume
$5.96	$5.97	$5.86	$19.03M	3.213M

Buyers (Bids)

No.	Vol.	Price($)
1	4800	$5.87

Sellers (Offers)

Price($)	Vol.	No.
$5.91	29913	3

View Market Depth

No.	Vol.	Price($)
1	4800	5.870
4	2150	5.850
2	3675	5.840
2	1460	5.820
2	3535	5.800

Price($)	Vol.	No.
5.910	5000	1
5.920	1000	1
5.990	4029	1
6.000	1025	3
6.050	110	1

Last trade - 16.10pm 18/10/2024 (20 minute delay)

A2M (ASX) Chart