If I was a dairy farmer, I'd be restocking with A2/A2 once this...

First 4 Last

Share
Profile

Follow
Misspelly

400 Posts.

25

10/03/19

11:41

Post #: 37711733
Share

Originally posted by Womtrade ↑

With all that has been published over the past 1 to 2 years, is a2m the savour of Australia's crippled dairy industry?

With local dairy farmers struggling to keep the dairy farm gates open and pay the bills due to the minimal and low prices paid, will our dairy farmers bite the bullet just like our kiwi friends have and convert herds from traditional mixture of A1/A2 herds to A2/A2 only.

This will be an interesting space to watch over the coming years, especially with Fonterra on board and that they collect 20% of Australia's milk pool.

With now 10.8% of Australia's liquid dairy consumption market share, consider what the supply would need to be if the company had 50% market share.

I have watched interviews again and again of our new CEO JH and the one thing that comes to mind is not only does she have great business skills and acumen but JH cares for the little people, the ones who enable her to run such an amazing company. By this I'm talking about those dairy farmers who support the industry.

Watch the interview where JH is asked about Australian dairy farmers and how Woolworths have increased the price of homebrand milk and listen to JH response, imho it was so impressive!

If the company moving forward can find the happy equilibrium to not only make increased profits and increased market share but also to support Australian and NZ dairy farmers then imho all investors and people with a vested interest should be proud of this great company!

Watch this space imho.

On a side note, it is interesting that the recently announced investor presentation on 6 March was presented in the USA.

Expand

If I was a dairy farmer, I'd be restocking with A2/A2 once this drought finally breaks. May aswell make a good opportunity come out of something bad.

A2M Price at posting: $14.04 Sentiment: Buy Disclosure: Held
10 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 14 more messages in this thread...

First 4 Last

Add A2M (ASX) to my watchlist

(20min delay)
Last $5.45		Change 0.640(13.3%)		Mkt cap ! $3.808B

Open	High	Low	Value	Volume
$5.59	$5.72	$5.38	$59.39M	10.71M

Buyers (Bids)

No.	Vol.	Price($)
7	50150	$5.44

Sellers (Offers)

Price($)	Vol.	No.
$5.45	77730	4

View Market Depth

No.	Vol.	Price($)
1	5399	5.630
6	17273	5.610
4	33072	5.600
4	20359	5.590
2	7656	5.580

Price($)	Vol.	No.
5.650	7091	2
5.670	9037	3
5.680	9833	4
5.690	6747	2
5.700	8222	4

Last trade - 16.10pm 22/11/2024 (20 minute delay)

A2M (ASX) Chart