BAL 0.00% $13.23 bellamy's australia limited

too many Bellamy IF in supermarket, page-20

  1. 1,359 Posts.
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    This was news broken by the Herald Sun NZ and is a plant (Fake News) as far as I can see, and has done what was intended. Let me explain.....the positives

    1. Atwo is already for sale in China, its not new
    2. Its considerably more expensive than A2
    3. The product comes from Ireland and at this stage cant see it ramping up any time soon
    4. As an A2 (& BAL) shareholder I think competition is good, and this is great marketing for the A2 concept
    5. So now we have both the major dairies invested in the A2 business, the "Disallowed" risk is massively reduced
    6. A2 has only just signed the deal with Fonterra the sky is the limit when it comes to future growth (although trees don't grow forever)
    7. The Chinese consumer is not stupid and babies really don't embrace change.

    So with all of that said where is the growth import market for IF (Aus & NZ) 70% + last year....where are IF imports down (Europe) 20% excluding Germany.

    I see this as a MASSIVE opportunity for A2 and thank Nestle for all the promotion, and the paid off reporter in New Zealand.
 
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