ATM - A2 Milk Corporation Limited

[silu]

beagle says — this company is shaping up as the premier growth stock on the NZX ....

NO NO you are WRONG

It’s the premier growth stock in the world

Already getting US punters interested .....watch the rush as they come after your shares

You know you're not wrong. A colleague's kids live in Dallas and the other in SF and you could call them horrible soccer mums. My colleague told me that they are sniffing out A2 milk and telling other parents all about it and are active on FB with all the latest health fads.

Maybe in future the ladies who lunch in LA will order a half double decaffeinated half-caf, with a twist of lemon..... and A2 milk

[JeremyALD]

No it's not, will be double it's current price within 3 years, you read it here first.PS-Please make a note in your diaries so you can hold me to it, remember 21/2/2021.

That seems a bit Conservative Couta!!

[minimoke]

These folks seem to be one of the more efficient money printing machines around. How long before some of that money heads off to shareholders. I'm in no hurry for a dividend but at some point they are going to have to get bigger front end loaders to keep shovelling the cash around

[Leftfield]

Great result!

I'm v impressed by the unexpected JV with Frontera. This demonstrates the key benefit of the A2 business model. By contracting out its manufacturing and distribution it can grow exponentially and does not have to worry about investment in plant. It can pick and choose from the best manufacturers in the USA, UK, NZ, Aus and Asia.

Can't wait to see A2 properly marketed in NZ!

Still no mention of dividends, but with heaps of cash, there are heaps of opportunities. With growth like this why rush?

Happy to have 60% of my portfolio in this company..... now looking very XXXOS in Couta's terms!

[Leftfield]

ps my Left Field expectation is that one day A2 will jointly list in USA..... look out!

[silu]

Still mind boggling that in May 2015 this was only 50c. I thought I was happy selling some at $1.10 and then at $1.60. Thought it couldn't go higher when I sold some more at $5.50. The rest I have will not be for sale.

[mfd]

Agreement with fonterra looks fantastic, new milk supplies in NZ, Australia and China, fonterra marketing A2 in NZ, fonterra tasked with developing A2 butter and cheese for sale in NZ, Australia and China, increased supply to open markets in south East Asia and the middle East. Great work, plenty more scope for growth.

[sb9]

Just lost for words..this lil (may be giant now) beauty keeps delivering....$434ml sales for this half and they did $262ml for first four moths as per update at ASMin Nov. So they've done $172ml for final 2 months (ave of $86ml per month). That's massive, at this rate with increased supply from Synlait they could easily do $500ml+ for later half which would surpass the number to $1bln in sales for the full year.

Wow, that would be huge and imagine all that cash they are sitting on $240ml....

Surely, sp in double digits from here, no looking back.

PS- I tht of selling a 10th of my holdings today, but after seeing the report not letting mine go any cheaply nor did any of the management sold any in the recent past. That tells you something..

[bull....]

definately the premier growth stock in nz and just one of a few up for the year to date .... probably pop due to that fact ... ill wait for the aussies to come on to see what they do

[hardt]

Holy mother of growth.

They keep outperforming the most optimistic of us...