A2M - The a2 Milk Company Limited - Strawman: ASX share price, valuation, research and discussion

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Last edited 3 years ago

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11.2% pa

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#Business Model/Strategy

stale

Last edited 3 years ago

Reliance on china Diagu channel highlighted.

I see significant risk and lower ROE and ROCE from moving into manufacturing (rather then outsourcing product creation)

Would like to see significant traction in USA. Originally brought at $1.64 in personal portfolio.

Thesis is Changing (changing from Sales / R&D / Capital light business into capital intensive (Manufacturing)

The a2 Milk Company Limited