ATM-A2 MILK

[KW]

It may have something to do with A2 needing to maximise its own assets and brand, rather than just licencing the brand to Fonterra.  Especially now that Fonterra is selling off its brands to competitors.  This might have triggered a break up clause in the contract. 

New Zealand dairy cooperative Fonterra has said it will discontinue the production of its Anchor A2 milk and organic milk offerings for local consumers.


This pivot aims to concentrate efforts on the rapidly expanding lactose-free dairy segment, which has emerged as the fastest-growing category in the country, following protein.

A company spokesperson confirmed that the decision to phase out the A2 milk range aligns with the co-operative's broader focus on enhancing its Anchor Zero Lacto product line.

This shift follows impressive double-digit growth in sales of the Anchor Zero Lacto 1L Fresh, prompting Fonterra to expand the portfolio to include 2l fresh and 1l UHT formats.

"This strategic move by the co-op's Oceania consumer business reflects our commitment to meeting consumer demand for lactose-free options," the spokesperson stated. "While Anchor A2 Milk will no longer be available, consumers can still find A1 protein-free fresh milk from other suppliers."

It would seem to be a pre-sale cull of non or low performing products, in order to make the books look better for the sale. 

[Minimoke]

Well, Time to take some off the table. Which I did today at $9.14.

And I will congratulate myself on being such a greater investor when I originally bought these at $8.16 while simultaneously ignoring the ones I bought at a higher price.

Time to off load some more today at $9.99. These were bought at $8.66 and $7.85.

Remainder of holdings still have me well in the positive - but a good chance to reduce my over weight exposure here.

Now to find a place to stash the cash as deposit rates don't look good at all.

[seaweed]

Time to off load some more today at $9.99. These were bought at $8.66 and $7.85.

Remainder of holdings still have me well in the positive - but a good chance to reduce my over weight exposure here.

Now to find a place to stash the cash as deposit rates don't look good at all.

SPK and FSF are looking good with big divs just around the corner.

[Minimoke]

SPK and FSF are looking good with big divs just around the corner.

Looks liek those divies are already baked into the SP

[Sideshow Bob]

Another 3.5% jump today to $10.67. Popped on ASX market opening.

[Minimoke]

A2 confirming purchase of Pokeno

"With full ownership we gain strategic control over two China label registrations, which we plan to relaunch under The a2 Milk Company brand within 12-18 months, with access to a potential third registration slot over time (all subject to China regulatory approvals). The Pokeno facility is world-class with a proven track record of producing high-quality infant milk formula including our English label products, a2 Gentle Gold(tm) and a2 Genesis(tm)."

[Minimoke]

Sale of Mataura confirmed to day, effective end of month. One step closer to the $300m special dividend

[Waltzing]

After all these years is there any science papers on this protein.. ?

Just asking... blind studies.. must cost millions to test something like this...

[Minimoke]

After all these years is there any science papers on this protein.. ?

Just asking... blind studies.. must cost millions to test something like this...

"A2" is easier to say than "A1 Free". And there isno shortage of works on the problems with A1.

For example this one ("reports linking A1 casein to diseases such as type 1 diabetes, heart disease, and autism.)
https://pmc.ncbi.nlm.nih.gov/articles/PMC10806982/