There is no Synlait Farms, it is now Purata Farming. The don't market a baby formula - nor has there ever been mention made of them pursuing this? They certainly have no claim to the Synlait milk plant.
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It looks like going to be bullish tmrw opening. HC forum is hot about ATM. Below is the news from HC.
The key information tax exemption to my surprise http://hotcopper.com.au/threads/news...foro/clear.png,
消息显示,今日上午各地关检部门已相继通知企业,正式消息或于下周一或周二时正式对外公布。
Authorities has informed all traders this morning, and official announcement will be made Monday or Tuesday.
跨境电商零售进口商品的单次交易限值为人民币2000元,个人年度交易限值为人民币20000元。在限值以 内进口的跨境电商零售进口商品,关税税率暂设为0%;进口环节增值税、消费税取消免征税额,暂按法定应纳税 额的70%征收。超过单次限值、累加后超过个人年度限值的单次交易,以及完税价格超过2000元限值的单个 不可分割商品,均按照一般贸易方式全额征税。
single transaction under 2000 RMB and individual annual transaction under 20000RMB are DUTY FREE and import value added tax and consumer tax will be charged at 70% of its legally chargeable amount. For over 2000RMB/unit commodity, the tax will be charged at its full price. (PS: A2 single unit price should be around 180RMB far under 2000 limit)
Well, on top of the news of the delay, we now know the tax will also be discounted as well.
Congratulations to those who bought on Friday.
The news recently just out from Chinese newspaper, they said it is official.
anyway, went to countdown today to pick up my A2 milk. No stock at all, ask the customer service and she said they don't have in stock. She said heaps of oldies regularly buying the milk. Every weekend, I went to grab and it is only 2 to 3 bottles left....
I was going to quote one of you, but I couldn't decide who was the most appropriate
You guys/gals really don't understand Infant Formula at all. And if you don't understand the basic product, or the international market it is part of, how the heck can you make any sound decisions?
A2 is a tiny niche player. Compare to Mead Johnson, Danone, Nestle, Abbott. These are the main stream companies that Synlait is targeting.
The 3 brand rule is a game changer. It is being challenged at the very highest level in world trade. Because if it becomes law, it will severely limit access to the world's most lucrative (but very difficult) formula market in the world
The major companies will be forced into buying brand access through third party manufacturers to retain their market presence. But they have deep pockets, and the economics will stack up
A2 v's Multi-billion dollar companies.
Has the penny dropped yet?
If you think that Shanghai Pengxin bought dairy farms surrounding an IF company as a simple farming investment, I'd suggest a reality check is needed. How much are dairy farms making at current payout? It's not about farming as an investment. The acquisition is about a long term play into value added products. Shanghai Pengxin already do this with UHT at Miraka
As for the lactose comment above, I'm not wasting my time responding beyond saying - read the nutrition information panel. Case closed
Fleeting reference about a boycott on A2 milk in the Fonterra article
http://viewer.zmags.com/publication/...e#/906dbcae/26
Equally fleeting references including A2 in the 'alright to buy' list
http://thenewdaily.com.au/news/2016/...ry-milked-dry/
http://www.mamamia.com.au/dairy-you-...alian-farmers/
You'd think A2 would do well from people being more discerning about buying milk to support farmers, as they pay a premium compared to the larger companies.
Bit of green starting to appear, at long last, or is it another DCB?:confused:
Somethings going on , millions on both sides of depth.