thanks Mac :t_up:
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thanks Mac :t_up:
Its really quite hard to pick out from all the others;it does not stand out and is the same blue colour with small A2 letters. You really have to hunt for it even if you know its there. True my eyes aren't 20/20 but i find this weird as if its done on purpose; under understated.
Here's some more good news on the Chinese sales front.
http://adf.farmonline.com.au/news/ma...2/2713426.aspx
Meanwhile here's another article that only mentions A2 quite briefly, towards the end, but makes the interesting point that premium-priced "alternative" milks such as soy, almond and A2 are always going to be hard to sell in markets such as the UK, Europe and USA where plain milk is considered a cheap basic supermarket commodity and consumers object to paying higher prices. By contrast, in new markets like China good milk is seen as a premium food in itself, and price is not such a problem for well-heeled consumers.
http://www.dairyreporter.com/Markets...icture-in-Asia
Fully agree. I have noticed a couple of biggish buys on closing the last few days. On 23/9/14 342,000 went through at 4.57pm and 180,000 today. And soon after 100,000 on the sell side will disappear soon after, then in the morning the 100,000 will come back, like they are a block, or trying to scare other holders to sell because of the big build up of sellers. So my theory is a biggish small share holder is putting a biggish block on sell side to stop sp from going up too fast, to give them time to get their funds together to buy some more at around 60c. But then again it's just a theory. Enlightened five more people today of a2 milk.
NT article says A2 looking to sell 50000 litres per month increasing to 3 million next year....thats not to be sneezed at and add in milk powder and we have some big sales going on.....the group selling down must know this yet still the buyers keep getting clobbered......one thing that pops up is its all aussie milk....makes one wonder if Fonterra monopoly is a detriment to nz milk companies
I suppose that the current drop in the market price of milk powder works in to the advantage of ATM and other producer companies.
Why wouldn't ATM want to raise additional funds by listing on the Aussie sharemarket, so that they can take full advantage of the brand they have established there already.
IMHO they are moving too slow in UK and USA, much faster promotion is required, but China looking very positive. Thanks for the link NT.
Interesting tie up between Bega, pactum a2 and freedom foods!
So A2 uses the Norco co-op as its supply chain. Where does Norco fit in with everything? Are they also associated with freedom foods?
There's been speculation that Freedom Foods might be lurking somewhere behind the strange behaviour of ATM's share price. Now I'm no expert in SA and analysing company balance sheets but I've just been doing a quick read-around and come up with two articles in Aussie papers that suggest to me that Freedom may not have a lot of money to throw around. Its recent purchase of ATM shares was actually quite small and very likely just to offset an earlier dilution of its stake. And as we've discussed previously, Freedom has talked of possibly selling off its ATM stake to help fund its own business expansion iin Asia and the US. Added to which, it would seem possible that A2MC may soon need additional capital for its own expansion.
On the other hand, as the Sydney Morning Herald piece notes, Freedom's share price looks ridiculously high on the face of it, and the main benefactor from that would presumably be its 60% shareholder, the Perich family. The SMH piece is a year old now but I don't think a lot has changed since then, and Freedom's SP is still around A$3, just a bit lower than it was then. Its market cap is A$450m which means Perich is worth at least A$270m, so it seems to me he could certainly make a play for A2CM. Is that where we should be looking?
I'd appreciate any thoughts from those much wiser than me in such matters.
http://www.smh.com.au/business/freed...31-10anhv.html
http://www.smh.com.au/money/investin...028-2waoz.html
Surely the dropping NZ $ and Milk price will drive profits for ATM