Irrespective, with that kind of update and price target below market price, Craigs will be selling down or out of ATM from their clients managed portfolios?
No wonder the sp was sold down at market open today.
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I think you've missed the point I was making with my original comment. It was with regard to competitors getting access to additional A2 Milk supply to produce their product. I'm fully aware you can convert herds over. But as it stands, A2 Milk Co via their arrangement with Fonterra/Synlait and Farmers have the majority of the A2 Milk Pool tied up. So competing products (other A2 milk formulas produced here) will either need to convince other farmers to convert over their herds to A2 or expect they will have a limited supply of milk solids and capped capacity. Will farmers convert more herds over to supply these competing products when its a known fact that A2A2 cows produce less milk? I guess like A2 Milk Co, these other competing brands will have to sell their proposal and perhaps stump up $$ to convince other farmers without A2A2 herds to convert their herd, ie pay more for milk solids. This will need to happen as its unlikely these competing brands will be able to create new herds as this leads to an increase in herd numbers (my original point). Maybe current farmers who dont have A2A2 herds, have no plans to have A2A2 herds? After all it would appear A2 Milk Co got the low hanging fruit, part of first mover advantage I guess.
Hypothetically if you had a wart on your nose after drinking a brand of milk which vanishes after drinking another brand but reappears again after drinking the first brand again would that be classed as a miracle.....Some people who have no wart say that's all rubbish as they are not affected by drinking either.
People could argue what's special about a2 ask - Nestles, Danone, Nike, Reebok, Guchi, Prada Levi ..... Its called their BRAND took years to build now most people recognize and trust to brands to provide quality products.
Plenty of our Chinese rallies request the milk brand with no warts
Sure - at the moment they do. However, this is something which is easy to change for any competitor (if they want to).
Any other company can move into NZ and offer any farmer with A2 herds a better contract than Fonterra or Synlait do at the moment. Of course there will be some notice period, but in the mid run whoever offers the best compensation package will get the milk, neither Synlait nor Fonterra nor A2 milk own the herds.