Originally Posted by
Left field
Nice to see ATM bounce back today after a pretty biased and questionable PR article from a poor performing fund posing as journalism.
To me the most questionable aspect to the article is the implication that A2's IP is weak or non existent. The reality is that it may be some years before A2 takes a legal action against Nestle, and then much will depend on whether A2 has been ‘adversely effected.’ It is simply too early to say whether at this stage there has been any adverse impact on A2.
When it comes to IP protection, think Sony, Samsung and Apple and you will appreciate litigation is a long term and expensive game, that is not to be rushed into.
For those of us who have been with ATM since the 50c days, we have seen it gain profitable market share of around 10% in Australia, and the UK against firmly entrenched opposition (much tougher than Nestle in China.) ATM has shown it doesn't need market domination. All it needs is a profitable niche.
I won't be scared out of my valuable holdings by such sham journalism and wii quietly wait till the company's next update before I make any judgements.