WHA 0.00% 48.7¢ wattle health australia limited

SAMR/CFDA Approval Processing, page-44

  1. 26,847 Posts.
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    The partnership with Mason and Blend & Pack founder in Blend & Pack, enables WHA to have secured 2 out of 3 SAMR/CFDA slots. Mason owned M & B stores, Aiyingdao provides more distribution channels in China. (Aiyingdao is currently preparing IPO).

    The CBDG JV (WHA 45%) to build a $55 million organic spray drying facility, to gain more profit margin in supply chain for WHA.

    WHA’s Infant formulas (currently cow infant formula, pending SAMR approval; goat infant formula and Australian organic infant formula by 2019) have high profit margin,

    EBITDA/Revenue:
    a2 infant formula: around 38%.
    Bellamy’s: around 22% (they imported organic milk powder from Europe, eroding profit margin, imo, also causing SAMR issue of notifying the origin of country for its ingredients).

    The partnerships are only helping to improve profit as gaining profit share from supply chain.
    WHA is still owning 100% of its infant formulas, imo.
    Last edited by 8horse: 04/08/18
 
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