Originally Posted by
Maverick
My view of ATM, is that I see it as a sunset company.
Let me explain my thinking with an example..... Back in mid 1970’s, “black/white“and “colour” TV sets available were about 50/50.(swap out here A1/A2). If LV Martin’s only point of difference was they sold TVs which were colour then we can guess how that would have ultimately worked out.
Fast forward to now...If A2milk continues to be more desirable than A1, then in a few years every dairy farmer will convert his herd for all A2. We are already seeing ever increasing numbers of participants. Then the commodity of milk will become bog standard A2. No premiums, no point of difference. No point in even keeping the brand A2…. just like promoting your plasma TV on trademe because it's a “colour”.
Ok Boomers… what am I missing here?