If people think that KTD - a 60 million company is going to track A2 milk - a 10 billion company I think they are wrong. But if they are right then I would say that A2 has finally reached intrinsic value and I don't see anywhere near the growth that it has put up in the past. Does A2 even have the management to grow this into a 50 billion company, probably not. As for KTD they are only just getting started but I still see short term stress that could pull us back into the 0.30's but focus on the bigger picture and I see them doing well and becoming a 1 billion company.
KTD Price at posting:
41.0¢ Sentiment: Buy Disclosure: Held