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  1. #12641
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    Quote Originally Posted by RGR367 View Post
    The link you provided is as stale as last year's milk though
    Oops my mistake..... as always DYOR!

  2. #12642
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    Quote Originally Posted by Left field View Post
    TA indicates a possible short term fall back to the gap between $A12.75 and $A13.00 (approx $NZ13.20 to $13.50 ) that may need to get filled before the SP moves higher. See the red line on this pic.

    Attachment 10395

    That said and done the TA is then looking favourable, golden cross and all that. FA also looking good according to Goldman Sachs...So be patient.

    However some think TA is rubbish so DYOR. JMHO.
    Thanks Left Field

  3. #12643
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    Interesting that A2M has held up on open given its lost 12% in value in its stake in SML.

  4. #12644
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    Quote Originally Posted by minimoke View Post
    Interesting that A2M has held up on open given its lost 12% in value in its stake in SML.

    But they are getting cheap raw materials from SML.

  5. #12645
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    Quote Originally Posted by minimoke View Post
    Interesting that A2M has held up on open given its lost 12% in value in its stake in SML.
    Yeah, they screwed SML to get more margins on their finished product + there was big increase in finished goods inventory which will be good for A2.

  6. #12646
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    Quote Originally Posted by sb9 View Post
    Yeah, they screwed SML to get more margins on their finished product + there was big increase in finished goods inventory which will be good for A2.
    Seems the new CEO of ATM might be doing a better job than the new CEO of SML.

  7. #12647
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    Quote Originally Posted by minimoke View Post
    Seems the new CEO of ATM might be doing a better job than the new CEO of SML.
    Indeed, todays SML result and the evident 'hard bargaining' by ATM management over margins is a credit to ATM's management team, their 'diary disrupter' model and an endorsement of their 'capital light' v SML's 'capital intensive' model.

    Remember Beagle's thread on which would be the best long term investment, SML or ATM? Maybe today's result gives us a message.

    (Disc holding ATM not SML ....DYOR)

  8. #12648
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    how screwing up SML would add any value to ATM?

    SML should help Nestlé A2 to enter China if ATM is playing around the margin. the key part of SAMR registration is the source of your material.

  9. #12649
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    Quote Originally Posted by nzsharetrade View Post
    how screwing up SML would add any value to ATM?

    SML should help Nestlé A2 to enter China if ATM is playing around the margin. the key part of SAMR registration is the source of your material.
    What makes you think nestle would offer a better margin than A2?

  10. #12650
    Antiquated & irrational t.rexjr's Avatar
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    Quote Originally Posted by nzsharetrade View Post
    how screwing up SML would add any value to ATM?

    SML should help Nestlé A2 to enter China if ATM is playing around the margin. the key part of SAMR registration is the source of your material.
    I do hope you never never get to mentor any budding entrepreneurs

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