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A2 Milk $A2M $A2M.AX is a scientific-based dairy company specialising in infant formula, liquid milk and social marketing. Is there life left in this once-quality now bargain-basement company? Let’s take a deep dive.
1. Investment Thesis: Turnaround of a fast grower. A2M has been beaten up due to poor FY21 results, with investors seeking to buy quality at a wonderful price with possibly a low left tail risk. #ASX #NZX
2. Scientific Edge. A2 Milk markets itself on the A2 protein as a healthier option (improved gut health, helps lactose intolerant people, etc). This is a “super premium product” which plays strong in the infant nutrition market.
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