Did you notice if it had a2 written anywhere on the label.
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No, A2 is just the name of the milk protein. Its not being used as the brand name, its just telling consumers the type of milk used.
Anyone using A2 milk can label as such if they want - but they just can't use A2 as the Brand. Appelby Farms is the brand used here.
ATM doesn't hold any rights over A2 cows and the milk they produce.
Which does raise longterm concern with sustainability of the A2 Brand as more and more players use A2 milk in their products and tell consumers this on their label.
How they got it trademarked in the first place is beyond me. But I take my hat off to them for managing this - and for running a switched on business. Just question whether longterm they can build a big enough moat around the brand.
Disc: hold ATM
Yes. A small printed A2 protein... etc. I have to have a good look to find it.
I think that was one of the reasons Jane wanted to dive it hard and fast on trying to gain market share.
Looks getting closer and this would be a nice competitor for IF https://www.nutraingredients-asia.co...xDNBwzMrR5V%2F
only matter of time before more and more artificial substitutes become competetitors
Jeremy Grantham warns eventually only the rich will procreate as chemicals leave the poor sterile
https://www.cnbc.com/2020/02/10/gmos...-toxicity.html
This is Singapore, not mainland China. Different country, different system and legislation, very different hygiene and food quality standards, no corruption.
But anyway not sure whether NZ would be in the best position in the finger pointing contest towards mainland China .... consumers in China might remember as well some of the NZ slips in this regard:
https://en.wikipedia.org/wiki/2013_Fonterra_recall
and lets not forget - a big New Zealand company was deeply involved in the melanin scandal:
https://www.scmp.com/comment/insight...e-milk-scandal
https://www.rnz.co.nz/news/national/...rting-fonterra
What is the old saying "Why do you look at the speck of sawdust in your brother's eye and pay no attention to the plank in your own eye?"
This very plank could easily conceal our view on future business threats and opportunities.
Anyway - just practicing some "different thinking"
blackmores update out
https://www.asx.com.au/asxpdf/202002...lk259lrjmd.pdf
saying logistics issues in china making it hard to get product out
some useful information at last ...
this bit might be particularly relevant for ATM (and SML):
Attachment 11008