Yes, Yes and Yes again.
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Certainly no comparison at their various stages , timeframes ;..or competition. I wonder if ATM has plans for Goats milk at some point. A very popular and traditional milk in many parts of Asia , and with its own unique health benefits, would broaden their appeal and customer base.
Goats milk IF could be perceived by Asian popn as significantly different
http://www.everything-goat-milk.com/milk-fat.html
First, we'll look at the issue of fat globule size. Fat globules in goat milk are smaller than in cow's milk. This smaller size, combined with the lack of agglutinin, a protein that causes fat molecules to clump together, and which is present in cow's milk, has several implications.
One, because these two factors cause the fat to be more evenly dispersed in goat milk, it has a creamier texture in the mouth (and I personally recommend it as a creamer for coffee!).
Two, it means the fat (cream) does not easily separate from the remaining ingredients, causing the milk to remain naturally homogenized.
It is theorized that the smaller fat globule size, combined with the fact that the globules do not clump together as in cow's milk, also contribute to the higher digestibility of goat milk, and the better tolerance of it for individuals with certain digestive disorders.
Bit higher per kg of milk solids for goats. Article bit old but you get the idea. Wouldn't be a cheap end product.
http://www.stuff.co.nz/business/farm...ats-makes-en-e
https://nzx.com/companies/ATM/announcements/295358
Challenger increased their holding to over 10% now...
http://www.skynews.com.au/business/b...-business.html
Glimmer of positive news for embattled Bellamy's holders....if so should be good news for whole IF industry and might see ATM back to the 250 mark where it was before bellamy's saga unfolded.