Lets not get confused between Ms Herdlicker and a Herd Leader, there is a difference: a Herd Leader leads the rest of the herd to milk, Ms Herdlicker is milking us.
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Well another gloomy day. On holiday tomorrow so might have a look in the cupboard tonight for some Hard Liqueur.
I'm hoping we have reached the low with 1.9m shares crossing at AUD$9.55 just before there close
Someone thinks we're at the best price considering the circumstances and are bailing while the other side think we're at the low and buying.
You miggt think a holding of that size wouldn't bail unless they thought it was a dud. What do they know?
That's a lot of money putting their convictions on the line, both ways, it would be good to know who they are. Wishful thinking though unless an SSH follows shortly.
Still holding.
What are everyone's thoughts on 4month revenue figures from July18-Oct18?
My take is ~400m
From 2nd half fy18 results, 488m:
235m for the four months July18-Oct 18 for ANZ (assuming constant 32%market share of IF by value, but not factoring in liquid milk share increases, figures aren't given),
87m for China (5.6% share by value indicated in the Q1 19 update) and
11m for US UK (assuming no growth from June18, not taking the store increases into account)
which gives a figure of 333m for the four months July18-Oct18.
333m is assuming no growth in ANZ and US, UK from June18. However, we have seem across the ditch stock being sold out in supermarkets, etc . Assuming all inventory (64.1m end of June18) were sold, I get a figure for the four months July18-Oct18 of 397.1m.