ATM - A2 Milk Corporation Limited

[minimoke]

ATM (And SML) continue with their extreme volatility. No rhyme or reason, just mayhem. I'm only glad I bought when I did - still hanging on as hard as I can. Only a few more days until 11/11 sales and then a few more for the AGM. Hopefully after that things will settle to an acceptable steady upwards trajectory.


It's all so weird. I cant think of one single other product or service where supply cannot meet demand to the extent that people are hunting out truck delivery schedules so they can be first at a supermarket shelf on opening.

[Leftfield]

It's all so weird. I cant think of one single other product or service where supply cannot meet demand to the extent that people are hunting out truck delivery schedules so they can be first at a supermarket shelf on opening.

Not so weird if you have experienced A1 related digestive issues.

As an A1 milk digestive sufferer I understand and can appreciate the loyalty A2 attracts. This loyalty is even more so for Asian/Indian/Middle Eastern and Southern European consumers who are more prone to A1 related digestive issues.

This knowledge also makes me appreciate that the recent threat of A2's 'misleading claims and advertising' by the entrenched USA A1 producers, is going to struggle.

[44wishlists]

Well I'll be a monkeys ar..hole. Burnt again. Thought I would be a smart a..se and buy at 11.55am before Aussi open at $10.40. Another lesson not learned, again.

You're not alone!! I bought a truck load at $10.41

[couta1]

You're not alone!! I bought a truck load at $10.41

No worries, very difficult to know how far down or up this pup will go on any given day, I chased it down starting at $10.50 and ended at $10.06.Could be the last shake out before the climb leading to the AGM.PS-Still plenty of shorters in action on Mon/Tues.

[44wishlists]

One of the reasons that I bought this morning because in the past week, I see A2 IF milks are flying off the shelves in a large supermarket in Hong Kong, (To be exact, it's Taste at Festival Walk, Kowloon Tong, a popular shopping mall for mainlanders). Although I m not there 24/7, talking to stuffs and they said they just couldn't keep up with the demands leading up to the 11.11 event.

[Sideshow Bob]

I think it is about time to talk to my freight contact and see what SML are doing. Last time I asked about it (some while ago), they were airfreighting A2 IF constantly, rather than the cheaper seafreight, due to stocks and keeping up with demand.

[Beagle]

ATM (And SML) continue with their extreme volatility. No rhyme or reason, just mayhem. I'm only glad I bought when I did - still hanging on as hard as I can. Only a few more days until 11/11 sales and then a few more for the AGM. Hopefully after that things will settle to an acceptable steady upwards trajectory.


It's all so weird. I cant think of one single other product or service where supply cannot meet demand to the extent that people are hunting out truck delivery schedules so they can be first at a supermarket shelf on opening.

Remember years ago the mayhem and queues when Apple released a new I Phone ? Settled down much more these days because in many ways Samsung make a better product. Hope Nestle don't turn out to be to ATM what Samsung is to Apple

[couta1]

Remember years ago the mayhem and queues when Apple released a new I Phone ? Settled down much more these days because in many ways Samsung make a better product. Hope Nestle don't turn out to be to ATM what Samsung is to Apple

The A2 pie is of an ever increasing size so plenty of room for other players, A2 is the future of milk or should I say back to the future considering all cows were originally A2 milk producers.PS-Nestle have a lot of reputational damage to tidy up in China.Lol

[Balance]

Remember years ago the mayhem and queues when Apple released a new I Phone ? Settled down much more these days because in many ways Samsung make a better product. Hope Nestle don't turn out to be to ATM what Samsung is to Apple

Being an insider, I can tell you that the hype was created by Apple itself. Those eager buyers queuing up overnight were all paid by Apple to do so. Standard industry trick from the American brands.

[pg0220]

Being an insider, I can tell you that the hype was created by Apple itself. Those eager buyers queuing up overnight were all paid by Apple to do so. Standard industry trick from the American brands.

Really?!