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DewDiligence

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DewDiligence

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Re: walterenergy post# 30293

Wednesday, 09/06/2006 5:29:50 PM

Wednesday, September 06, 2006 5:29:50 PM

Post# of 257654
MATK – DHA/ARA-enhanced infant formula has an 85% market share of all infant formula in the U.S. and a 30% share in the rest of the world.

A small number of formula companies outside the U.S. are blending DHA from fish oil with MATK’s ARA. This could become a troubling trend, IMO.

Food sales of DHA are still tiny: about $500K in the most recent quarter. MATK has been saying for years that this market was on the verge of exploding; will 2007 be the year when it finally happens?

(Source: Today’s MATK CC)

p.s. MATK is down 16% in AH trading.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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