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  1. #16431
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    Quote Originally Posted by theace View Post
    (probably not the right thread) .... Would Synlait be considering buying Mataura instead of A2?

    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.

  2. #16432
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    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #16433
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    Quote Originally Posted by winner69 View Post
    i did wonder if she was involved when I saw Bain was having a crack at Virgin.

  4. #16434
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    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.
    Last edited by Leftfield; 29-06-2020 at 12:59 PM.

  5. #16435
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    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.

  6. #16436
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    Quote Originally Posted by Left field View Post
    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.
    I'm picking an upgrade to previous trading numbers sometime in couple of weeks.

  7. #16437
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    Instos pushing the price up this morning . and droppppppppp to catch scarers, I don't see any beef at the current price.
    Last edited by tomm; 01-07-2020 at 11:42 AM.

  8. #16438
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    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.

  9. #16439
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    Quote Originally Posted by sb9 View Post
    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.
    $20 disappearing into the rear vision mirror...........nice.
    Last edited by Leftfield; 02-07-2020 at 03:50 PM.

  10. #16440
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    Quote Originally Posted by Left field View Post
    $20 disappearing into the rear vision mirror...........nice.
    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

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