ATM - A2 Milk Corporation Limited

**fiasco** · 17-02-2016, 09:06 AM

Great performance, I knew the forecast would be revised again!

They seem to be tracking great with US and UK

**sb9** · 17-02-2016, 09:06 AM

These are key dates and points of their upgrade for me which are very telling for FY 2016 earnings:

17/11/15 - Revenue to be $285m - EBITDA to be $22m

18/12/15 - Revenue to be $300-$315m - EBITDA to be $33-$37m

17/02/16 - Revenue to be $335-$350m - EBITDA to be $45-$49m

Now you be the judge and I'm picking there will be another earnings update in a few months time.

**Trigger** · 17-02-2016, 09:22 AM

Firstly I am very happy with the report. Congrats to management and board for delivering wonderful eps growth year on year. And it does't look to be slowing either.

China now looks to have established itself as a key trading territory for the company.

Both UK and USA markets have developed more slowly than the company would like. More cash being thrown at marketing...am ok with that. Still don't really understand the "specialty milk" approach being taken in the US though.

Early reading over on HC indicates that today could turn into a feeding frenzy as far as the SP is concerned. That would be...terrible.

Trigger

**Ginger_steps_** · 17-02-2016, 09:51 AM

"We experienced stockshortages, in particular during the first four months of thehalf. However we have increased our production schedulewith Synlait to meet increased demand."

I believe that is what the aussie market is looking for!! Have a great day!

**Joshuatree** · 17-02-2016, 10:03 AM

21% up .Congrats to believers

**tzbang** · 17-02-2016, 10:03 AM

Last time A2 shares were climbing up Synlait shares appeared to piggyback the ride.. do you think their successes are that closely linked?

**sb9** · 17-02-2016, 10:25 AM

It'll be interesting to see what happens to sp when ASX opens, might try $3???

Where's see weed these days, are you still in buddy....

**Nasi Goreng** · 17-02-2016, 10:43 AM

Originally Posted by tzbang

Last time A2 shares were climbing up Synlait shares appeared to piggyback the ride.. do you think their successes are that closely linked?

IMO SML undervalued with potential to get up to $4-5 in the next 12 months. I'm looking forward to seeing their earnings on 31st March which should reflect all of the growth in A2 platinum as well as extra production capacity brought online in last 6 months. Disc Holding SML.