not only marg...i see they are able to make milk now..(not from cows)....If A2 is false why do other manufactureres advertise "contains A2 ".......discrediting opposition products says to me they are worried
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We shouldn’t forget also that it’s not ATM’s ambition to replace A1 milk, there will be an optimal market share whereby they can maintain a 50% retail price point premium as a product within the “premium milk market”, without competing directly with A1 retailers on margins.
What I think we have seen this year in Australia, with an 8% market share, is the A1 main stream retailers just starting to take some notice as their bottom lines may have been dinged by a percent or two within an overall shrinking market.
Just a gut feel view, I’m picking a levelling off at an optimal point at about 12 to 15% in Australia, in a couple of years from now.
UK’s next, much bigger market, ATM’s goal is to achieve a 1.8% market share by 2016, and a quick google suggests it’s got some good support already. US market after that.
Onward and forward, the more debate the better.
resistance which i mentioned in a earlier post has well and truly held, which means we are headed lower. 50c anyone?
Huge sell volumes still there. Someone driving the price down for a take-over?
It's true that to a large extent perception is reality, but the reality is changing. There is more and more science supporting the A2 hypothesis, as reported in peer-reviewed research papers all around the world, and so-called experts who rubbish it in casual conversations either haven't read it or just don't want to believe it for some non-scientific reason.
I go back to the point I've made previously, that despite the enormous research resources available to the mainstream dairy industry globally, which would love to demolish the A2 hypothesis, there has been NO credible scientific research paper disproving it or even seriously undermining it. The science is all heading in one direction, albeit gradually and carefully, corroborating the risks of A1 and the benefits, therefore, of drinking A2. The food safety authorities are not denying it, they're simply saying they are not yet accepting it as fully proven, which is basically a copout.
Back in its early days, A2Corp got into a spot of bother because one of its suppliers over-hyped the claims for A2, but A2M itself has been very careful not to overstate where the science is at. So its health claims will not turn out to be false. As for the anecdotal reports by people with autistic kids, and people who find they can drink A2 milk but not mainstream milk, these were consumer discoveries, not claims made by ATM. Even so, recent research stimulated by such reports has started coming up with good data, both theoretical and clinical, that helps explain these observed phenomena, and it hasn't been refuted. It's a lot more than observer bias, placebo effect etc.
I have always loved the David and Goliath story behind ATM and have dreamed of the day that A2 is regarded as normal, and A1 is the cheap distant cousin. The IP and Licensing could be worth potentially more than the milk produced, until all herds have been tested that is.
Ivano De Noni was part of the original EFSA review team that concluded there was no evidence the BCM7 could get through to the blood.
He has since published two papers showing BCM7 was released into the intestines from not only "normal" milk but all dairy products containing A1 beta casein, such as cheese, yoghurt and infant formula.
Easy to search and find this info in public records, too large to include here.
I feel sure a takeover is on the cards soon as IMHO its the only was to ensure the worlds A1 milk can be disguised. :(
I feel sure a takeover is on the cards soon as IMHO its the only was to ensure the worlds A1 milk can be disguised.
I'm afraid you may be right, WC, and this could explain why someone is driving the SP down. But the question remains, who is behind it? Is the potential acquirer a "good guy" just trying to cash in on the huge returns that lie ahead, through either a full or partial takeover offer? Or is it, as you suggest, an attempt by interests who feel threatened by A2 and want to shut down the debate. Potentially there are huge global dairy issues at stake here.
That's why I would really like to know more about some of the big holders shown on the table of major shareholders who have uninformative corporate names, and why I think we need to watch any changes in their holdings very carefully.
I'm uneducated in the outcome of takeovers,what would that mean for current holders particularly for those of us that paid a lot more than the current share price?