A2M 1.15% $5.70 the a2 milk company limited

Good trends and Facebook likes aren't tracking along as fast as...

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    lightbulb Created with Sketch. 101
    Good trends and Facebook likes aren't tracking along as fast as before but I'm not sure how much can be read into that data.

    This is still very much a China story and Chinese demand growth is so fast that any US growth is pretty negligible and a smaller and smaller percentage of revenue as the days pass.

    I still think it's an avenue worth pursuing and worthy of our investment but I can't see the Americans paying a large premium for our high margin infant formula like the Chinese and that's were the big profit lies.
    Last edited by qwertyt179: 17/04/19
 
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