a2: could the milk be starting to turn?
We are long-term investors and as such we do not tend to focus on the 6 monthly results cycle like many investors out there.
That’s not to say we ignore it but we look through a different lens.
We are not interested in whether it is a slight “beat” or “miss” in terms of profit expectations, rather, are there any insights that strengthen (or weaken) the long-term opportunity set and the ability of the company in question to take advantage of it?
In that regard, we think the upcoming results of a2 Milk in late August, and over subsequent periods, will be worth keeping an especially close eye on.
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