Originally Posted by
hardt
This is slowly declining into Hotcopper territory.
Some have a theory that ATM/SML will have an inability to meet future demand, despite the exact opposite being said by both businesses.
A2 and SML have earned their "trusted source of material information shareholders will want to know" badge - when SML has stated on several occasions that there is sufficient supply of A2 milk for the foreseeable future and sees no need to contract any additional farms I would accept that to be the case...
Definitely a pricey stock no doubt, you are buying growth... goes without saying that if growth does not occur then there is a problem.
let us see how the sales track on 11.11 singles day and discuss the quantifiable demand growth for their products over last year.
Easy enough to turn a 4 bagger into realised profits ( with a haircut ) and use the rest to short back down to "fair value" - Now that i say it, yea, let's hope it all turns to garbage so we can make even more money on A2M!