ATM - A2 Milk Corporation Limited

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Originally Posted by theace

(probably not the right thread) .... Would Synlait be considering buying Mataura instead of A2?

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definitely not instead of but I do think it could be A likely option to be bought as a joint venture between the two of them where Synlaits operational knowledge is used as it would be quite a step for A2 to start running a factory with no real experience.


pure conjecture just theorising but
imagine if Synlait needed cash to settle Waikato out of court but is strapped for cash. Mataura is purchased and is put into a joint venture along with the waikato factory in exchange for cash from ATM. Synlait runs both at ground level contractually but both take a split and A2 takes the bigger margins as usual.

Our Jayne doing well

https://www.smh.com.au/business/comp...26-p556ik.html

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Originally Posted by winner69

Our Jayne doing well

https://www.smh.com.au/business/comp...26-p556ik.html

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i did wonder if she was involved when I saw Bain was having a crack at Virgin.

A possible reason for ATM's uptick today.........

A2 Milk Company Ltd (ASX: A2M)

According to a note out of Citi, its analysts have retained their buy rating and $21.50 price target on this fresh milk and infant formula company’s shares.

Nice to see Citi supporting my estimated 'fair value' (even better that this is in $A.)

Not that I'm too fussed on Citi..... or most other broker recommendations! So DYOR.

Food for thought posted by Mitizi on HC......

Interesting comparison with NZ's largest company by capitilisation,Fisher & Paykel Healthcare (FPH).
Full year report out today....Rev of $1.26b,NPAT of $287.3m.
Their P/E is 78.78,EPS .406.
Shares on issue 574,635,779.Share price $33.50NZ

A2 on NZX,Current P/E of 44.66, EPS .43
Shares on issue 739,830.Share price $19.76(NZX)

That means A2 should be priced @ approx $26(NZX)
And we know those figures will be knocked out of the park come report day.

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Originally Posted by Left field

Food for thought posted by Mitizi on HC......

Interesting comparison with NZ's largest company by capitilisation,Fisher & Paykel Healthcare (FPH).
Full year report out today....Rev of $1.26b,NPAT of $287.3m.
Their P/E is 78.78,EPS .406.
Shares on issue 574,635,779.Share price $33.50NZ

A2 on NZX,Current P/E of 44.66, EPS .43
Shares on issue 739,830.Share price $19.76(NZX)

That means A2 should be priced @ approx $26(NZX)
And we know those figures will be knocked out of the park come report day.

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I'm picking an upgrade to previous trading numbers sometime in couple of weeks.

Instos pushing the price up this morning . and droppppppppp to catch scarers, I don't see any beef at the current price.

Creeping up slowly towards $21 mark as market pricing in a possible upgrade and/or announcement re capital investment plans as rumored in media recently.

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Originally Posted by sb9

Creeping up slowly towards $21 mark as market pricing in a possible upgrade and/or announcement re capital investment plans as rumored in media recently.

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$20 disappearing into the rear vision mirror...........nice.

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Originally Posted by Left field

$20 disappearing into the rear vision mirror...........nice.

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A lot of people get scared when stock prices get high, and ignore how the companies that reach these prices from nothing are actually making phenomenal transformation and growth. Looking forward to the next report. Undervalued provided no undisclosed headwind/political or regulatory changes till the report.

has some COVID protection stamped on it too which doesn't hurt