A2M 0.64% $6.23 the a2 milk company limited

I am a LT holder of a2m since the early days and involved in the...

  1. 377 Posts.
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    I am a LT holder of a2m since the early days and involved in the science behind the product professionally since 10 years.

    My Vision:

    1. A1 Betacasein will be targeted as a major source for human diseases (A1-intolerance/lactose-intolerance are peanuts)
    2. Just China has about 800 mio people as potential milk drinkers which are able to digest milk from A2A2 cows
    3. Increase in Diabetes type 1 in Chinese children will move 90 % of non-breastfeeding moms to a2m-products and away from other brands
    4. SEA, Africa, South America, seen as areas with 80 - 100 % lactose-intolerant people make a further 2 billion potential clients
    5. The Dairy Industry will change its mind only slowly to reduce the loss of face (think about the attacks of Fonterra)
    6. The competitors need at least 2 - 3 years to start "big" with a product name different to a2. This advantage has a huge impact on the share price in the near future but also makes a2m a target to really big Players (Nestlé, Kraft Foods, Unilever, etc.)
    7. Milk has the potential to be the "protein-source" for a fast growing global population
    8. In 20 years time 90 % of the dairy cows in the world will be A2A2 - then a2m has to create something new to sell its milk
 
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Last trade - 16.10pm 13/05/2024 (20 minute delay) ?
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