A2M 1.03% $4.81 the a2 milk company limited

NZ exports update May 18 & IF exports Analysis, page-120

  1. 734 Posts.
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    cotton,lightning,myhuf
    none of the following comments are intended to be negative towards the company or mgmt, but your posts were thought provoking to me
    so a few thoughts
    Cotton. your correct, constant lack of supply makes brand loyalty difficult. Eventually out of need, mothers will buy other brands . MY wife is organized enough to always have supply, however many other moms have enough on their plate . I concur about expressing your point to the company, and I already have.
    Lightning, I also agree with the ubs comments.Sans new data from the company, new product introduction, supply data, fontera updates, I can see how it's difficult for them to upgrade the stock.
    we are constantly evolving, growing very quickly, but our internal and external communication hasn't caught up yet. I still believe we have to get better every day, change with the current markets, and improve our strategies with our partners.
    a2 water buffalo yogurt......from Columbia no less. Concept is interesting, wouldn't it be great if that was us introducing that into the us, Asia,etc.
    I believe we have to be ahead in innovation, product, supply, communication. Our opportunity is limitless, yet without us changing there can be no innovation,creativity,or incentive for improvement.
    IF our mgmt team initiates change, I think we will have a far better opportunity to manage the change that is inevitable. ......water buffalo cheese and yogurt from Columbia. If that isn't change is inevitable, I don't know what change is.
    In my vIew, we need our stratagIc partners to step up....now.
    All comments provIded as my humble vIew
 
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