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AHF - Australian Dairy Nutritionals

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pixel said:
surprisingly big reaction, given that it'll take about 5 years before they can be fully certified Organic.
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I didn't know that. Nonetheless, the market's getting a bit excited about Australian Dairy Farms Group at the moment. Its share price is up another 24.32% to 23c today. Organic infant formula is a huge export market at the moment, especially into China. I suppose there's an expectation that AHF will get a big slice of that market once they have everything up and running.
 
pulling out of its spin

Market Update 
- Infant Formula Plant construction on track
- Commissioning of the Infant Formula Plant targeted for completion mid-2021
- AHF’s first certified organic farm, Yaringa, to be fully converted to Organic A2 milk production by March 2021
- First production of AHF manufactured Organic A2 Milk powder expected from July 2021
- AHF aiming to be Australia’s first producer of Organic A2 infant formula manufactured from Australian milk
- AHF’s organic milk wins ‘overall milk champion 2020’ for premium milks
- Seasonal farm conditions very favourable in South West Victoria

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(not for me)
 
Chose this for the March stock tipping Comp. One wonders if organic A2 milk formula for babies is enough to get this penny dreadful up and running. China seems to have lost interest in baby formula so we will have to see what kind of story they can conjure if any. I have to ask, will it be able to compete with lithium and nickel stocks? ?

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AHF notice 16.2.22.png
 
Ann said:
Chose this for the March stock tipping Comp. One wonders if organic A2 milk formula for babies is enough to get this penny dreadful up and running. China seems to have lost interest in baby formula so we will have to see what kind of story they can conjure if any. I have to ask, will it be able to compete with lithium and nickel stocks? ?

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View attachment 138257
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not so much 'lost interest ' but i suspect trust is creeping back into the local product ( a couple of executions sometimes does that )

an extra factor is the Chinese relaxation of the 'one child policy ' ( probably realized it was too inefficient to police ALTHOUGH maybe they could see they were walking into the same trap as Japan .. an aging AND shrinking population ) BUT despite the fact many 'one child families ' cheated , relaxing it has not , so far , brought a sudden rise in young Chinese

factor three , of course , is the current political tensions

BTW creating more young Australian citizens is not a high priority either the current regimes are much happier importing grown ( potential ) citizens ,

AND the only major nation focused on GROWING it's population naturally , is facing sanctions by our PM

i hold CLV ( luckily 'free-carried ' ) so i still watch the industry trends
 
The share price for AHF is up 18% today. What is going on? Is it worth investing? It looks like infant formula companies are surging today.

Little research suggests that AHF might be under-valued as it seems to control the whole value chain from farm (& cows) to Infant formula cans. in addition, AHF seems to be the only company planning to launch organic A2 milk infant formula.

Any thoughts?

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AHF share price and company information for ASX:AHF

View today’s AHF share price, options, bonds, hybrids and warrants. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information.
www2.asx.com.au www2.asx.com.au
 
The share price for AHF is up 18% today. What is going on? Is it worth investing? It looks like infant formula companies are surging today.

Little research suggests that AHF might be under-valued as it seems to control the whole value chain from farm (& cows) to Infant formula cans. in addition, AHF seems to be the only company planning to launch organic A2 milk infant formula.

Any thoughts?






AHF share price and company information for ASX:AHF ​


View today’s AHF share price, options, bonds, hybrids and warrants. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information.

www2.asx.com.au
www2.asx.com.au
 
On December 1st, 2022, Australian Dairy Nutritionals Group changed its name to Australian Dairy Nutritionals Limited.
 

Australian Dairy Nutritionals Group’s (ASX:AHF) Camperdown facility gets green light to export products globally​

Australian Dairy Nutritionals Group’s (ASX:AHF) Camperdown facility gets green light to export products globally

Australian Dairy Nutritionals Group (ASX:AHF) has been given the green light to export products from its infant formula facility in Camperdown, Victoria, to international markets.
themarketherald.com.au themarketherald.com.au

The company’s facility in Victoria was successful in achieving export certification through the Department of Agriculture, Fisheries and Forestry (DAFF).

Live charts: https://uk.advfn.com/p.php?pid=staticchart&s=ASX^AHF&p=0&t=1
 
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