Originally Posted by
BlackPeter
Same here (being invested in both), but not so sure about the merger idea ... SML has more than one suitor and ATM has more than one processor (though I think SML is their only baby formula processor - and this is where the $$$$'s are). I don't think they (or ATM) would gain by giving up this "diversity". Just think at SML's venture into selling fresh milk into the SI, think Lactoferrin ($$), think grass fed milk they sell through Munchkin in the US. Why should they endanger any of these other ventures?
And while they have a strong common interest (A2 baby formula) - I would prefer to see SML being able to survive without A2 (just in case sh*t happens), and I think A2 should try to be independent as well (though I am not sure, they are - SML is holding all these invaluable Chinese import licences for A2's baby formula). Maybe SML is where the real value is ...