Originally Posted by
NT001
It looks like the anticipated Australian listing of a2MC could be well timed to coincide with a shift in investor sentiment away from mining and in favour of the ag sector. Here are selected paragraphs from an article in The Australian that is possibly paywalled for some.
IF Melbourne stockbroker Hugh Robertson had any doubts that agricultural and food companies had become the new favourite of the stock exchange, they were quickly erased this week.
“Agriculture is unquestionably the new ‘cool’ in the market and it’s not all that surprising. It’s something this country does really well, is sustainable and, with the world running out of food, you couldn’t wish for better macro settings,” says Robertson.
“We are starting to see a sea change among some of the smartest individual investors moving into the sector, and when that happens you know other investors will follow hook, line and sinker.”
There is no doubt that the eyes of savvy investors are already *focused on the floats flagged in the sector for this year....
A2 Milk, with a health-linked brand that is the envy of every other milk processor, is “seriously contemplating” a listing this year to fund its expansion.