No point in cryin over spilt A2 milk. Great time to average down my holding plus buy a few more since it's xmas . :t_up:
Commiserations to those who jumped in @ post 20 bucks.
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No point in cryin over spilt A2 milk. Great time to average down my holding plus buy a few more since it's xmas . :t_up:
Commiserations to those who jumped in @ post 20 bucks.
Some concerns, ATM management does not mention in its announcement,
- Price War. How ATM responses to it. Karicare A2 infant range sell price is half of the A2 range, the price even beats up most of Chinese domestic brands. Any comments on this behaviour? Daigou would more prefer to sale Karicare products, eg, wholesale at 500 then retail to customers at 750, then 50% of profit (Karicare A2), 250 in terms of money value. wholesale at 950 then retail to customers at around 1150, then 20% of profit (A2), 200 in terms of money value. Clearly daigou will promote Karicare A2.
- Daigou Channel shrinks since Pandemic and keeps the trend. less Chinese students/visitors to OZ/NZ, more local daigou retired.
- MBS sales increase, how about the account receivables and credit terms? The daigou sales are cash sales, however, MBS will bring ATM mountains of account receivables. Credit terms 1 month, 3 months or 6 months?
- 20% INVESTMENT in SML, if SML SP collapses, ATM suffers a loss. The trend does not change so far.
Single sales channel with non-diversified products, The ATM SP will go down under $8 soon.
ATM management built the A2 concept and patent, but Daigou built the ATM growth legend. Now it is over!
One thing is for sure, this announcement has called ATM's whole growth story (and it being priced liked one) into question...
So, no trading on the 24/Dec or 23/Dec ??
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synliat on trading halt now , wow sdomething up with them maybe lost a2 contract?
Hi, sorry if this is a stupid question, still learning. I have heard the idea that Chinese consumers may be changing to local brands being tossed around in this forum. Would A2 have sufficient data to disclose/discuss that by now? Would it have been referenced in their underlying brand health metrics?