ATM - A2 Milk Corporation Limited

[Ggcc]

Jeez ...Vanguard up to 7%

Bought 14 million shares the other day

Seems an awful lot to buy in one go just for passive tracking of indices. Mind you they bought heaps of FPH and CNU as well ...but no TRA

http://nzx-prod-s7fsd7f98s.s3-websit...636/292716.pdf

They also own over 5% in SkyCity and FPH

[777]

They also own over 5% in SkyCity and FPH

See post 784

https://www.sharetrader.co.nz/showth...537-Fph/page53

[Leftfield]

Vanguard sees value and purchased 13.9 mill shares at $10.89 and makes me happy!

[Leftfield]

With all the doom and gloom in the markets it is nice to see the Coppo report still favouring ATM/A2M, mentioning November statistics that milk formula exports ex Lyttelton are up 162% on the prior period.

This pic says it all....

.Attachment 10213

[minimoke]

With all the doom and gloom in the markets it is nice to see the Coppo report still favouring ATM/A2M, mentioning November statistics that milk formula exports ex Lyttelton are up 162% on the prior period.

This pic says it all....

.Attachment 10213

And lets not loose sight of who is making the stuff.

[couta1]

A2 has been quite defensive of late, unlike some others I don't consider it that risky a stock to have an XXOS sized holding in.

[Leftfield]

A2 has been quite defensive of late, unlike some others I don't consider it that risky a stock to have an XXOS sized holding in.

Pretty much my thinking too Couta (67% of my portfolio.) Taking it all day by day. Good luck y'all, have a great Christmas!

[carrom74]

https://www.nzherald.co.nz/business/...ectid=12180909

News like these does not help the sp anyways... Macro sensitive stocks like ATM which has a bearing on geo-political shake ups will bear the brunt...

Interesting and troubling times...

[couta1]

https://www.nzherald.co.nz/business/...ectid=12180909

News like these does not help the sp anyways... Macro sensitive stocks like ATM which has a bearing on geo-political shake ups will bear the brunt...

Interesting and troubling times...

Still babies gotta have milk, they don't need tech products.

[BlackPeter]

Still babies gotta have milk, they don't need tech products.

True - but than, billions of Chinese babys have been raised over the centuries without this special tinned A2 formula from New Zealand. Maybe, if they really must, they manage to do that again?

I believe that it is crucial for A2 (as well as SML) to keep the trading relationship with China intact. They probably would survive with this market breaking away, but their books would look ugly for years to come.

But than ... who knows - maybe the big orange haired baby in the white house needs lots of infant formula?