Positive comments from Oyvinn Rimer ( Harbour Asset Management) in todays Opinion....ASB morning brief.....falling dairy prices: Winners & losers.....
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Positive comments from Oyvinn Rimer ( Harbour Asset Management) in todays Opinion....ASB morning brief.....falling dairy prices: Winners & losers.....
Here we go again. Another 900,000 gone, up 2c, when is it ever going to stop.:t_up:
A2 Ice Cream to be launched next months in Coles (Australia), so plenty of more growth potential to happen in Australia!
Yep, its all happening..A2 milk to start with and now ice cream and cheese, soon to follow butter and other goodies. Sweet!!!
Great to see that the pipeline products are starting to be released. Just going to add further revenue and the benefit of diversification
I also agree, although, there does seem to be some strong customer loyalty - if they pull off the new products in the same style, things will get interesting fast. In saying that, they have pulled the a2 cream from our local coles shelves - it never did seem to move.
A big dairying outfit in Westermn Australia is up for sale, and this will probably have implications for a2MC as it is an A2 milk supplier.
http://www.afr.com/street-talk/arche...0150727-gil4rw
This offer for sale could presumably be of interest to Freedom-Perich-New Hope through their new company AFMH. Two years ago Brownes became the exclusive A2 milk supplier in Western Australia. Here's a news report from September 2013:
"BROWNES Dairy has signed a deal with the A2 Corporation that will see the WA processor supply A2 milk to the WA market. The agreement ... will begin from November this year.
The exclusive agreement will see Brownes become the only locally-based partner of the A2 Corporation in WA and, as part of the deal, it will process about five million litres of A2 milk a year."
Can't see how a2MC would be able to mount a purchase of Brownes as suggested in the preceding article, or why it would actually want to.