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  1. #11251
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    Quote Originally Posted by longy View Post
    What is the possibility that the result will be a cracker at the next round of announcement?
    I have got what I waited for. A bit more clarity in where it is heading = More certainty now and that I shall continue to hold. That is exciting.

  2. #11252
    Legend Balance's Avatar
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    Quote Originally Posted by BigBob View Post
    No I don't. I think that was seriously bad judgment by her and the company. However, looking past that, nothing has changed, and I think it's time to move on.

    Today's update reconfirms what the company has been saying and it is promising another update at the agm. It is a great NZ succes story, yet the journo on national radio asks two questions about the share sales and none about the company, its story or its prospects...
    Nothing has changed?

    Perception and reputation are very important aspects of how investors and markets view and value a stock, which can lead to perception of the company's products as well.

    ATM had a superb reputation and perception in the market as a company - built up over the last 2 decades (some very serious hard work and sacrifice by the original founders against all the odds) and what she has done, in one move, is to damage that reputation and perception.

    ATM will recover but it is going to take years (especially with her at the helm) to rebuild that reputation and perception.

    Not time to move on - it is important that the board and management of this company are kept on notice not to f**k like that again.

  3. #11253
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    Uh oh, Balance on the ATM thread! Lol.

    It's true though, that Jayne rattled shareholders with her ill-considered sell out, but she has a truck load more shares coming if she stays the course and performs. So angst shifts to the Board who agreed such a shonky onboarding package, hopefully a lesson learned for both.

    Today's presentation restores a great deal of confidence that despite some dubious remuneration decisions the business is going gangbusters.

    Only cloud on the horizon is locking in secure supply to their key market China. I have confidence that the new regime will facilitate whatever is good for China, and ATM is good, very good.

    I expect shareholders will move on from the recent debacle and those who held and those who bought recently will look back in the near future and either wonder whether the fuss was worth the SP hammering, or rejoice in the opportunity it presented to buy at relatively low multiples.

    ATM is a massive success, which will continue to reward shareholders for years to come.

  4. #11254
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    Quote Originally Posted by Baa_Baa View Post
    Uh oh, Balance on the ATM thread! Lol.

    ......

    ATM is a massive success, which will continue to reward shareholders for years to come.
    Scientists already producing "lab meat" that tastes like chicken.
    Just a question of time, before milk is produced in a lab.

  5. #11255
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    Board reviewing options for wise use of capital part of which is further investment in canning and blending (p28) Further investment in synlait on the way? Given the Synlait focus on added value nutritional products and new R&D investment I see some real benefit to A2 here. Further Synlait have the most comprehensive provenance and naturalness (grass fed) farm assurance programmes that exist in the nz market in my view (unsure about aus). Both areas of focus for A2 (p13)

    Disc hold both 3:1 sml:atm

  6. #11256
    Speedy Az winner69's Avatar
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    From twitterland ......A2 winning big time?

    @marklisternz
    Danone just said it saw a 20% drop in infant formula sales into China during the September quarter. Interesting given the positive update from a2 Milk this morning, where the company announced some solid market share gains in China.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #11257
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    Quote Originally Posted by petty View Post
    Board reviewing options for wise use of capital part of which is further investment in canning and blending (p28) Further investment in synlait on the way? Given the Synlait focus on added value nutritional products and new R&D investment I see some real benefit to A2 here. Further Synlait have the most comprehensive provenance and naturalness (grass fed) farm assurance programmes that exist in the nz market in my view (unsure about aus). Both areas of focus for A2 (p13)

    Disc hold both 3:1 sml:atm
    My mix ratio of them is 6:1 atm:sml

  8. #11258
    Speedy Az winner69's Avatar
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    Bit more on Danone September quarter disaster in China from Reuters


    Sales of Danone’s ‘Early Life Nutrition’ products in China fell 20 percent in the third quarter after growing by around 30 percent in the second quarter of 2018 and by over 50 percent in the third-quarter 2017.

    In China, where Danone competes in the baby food market with Nestle and Reckitt Benckiser, there has been strong demand for baby formula products thanks to a sharp rise in birth rates tied to the end of China’s one-child policy, and the emergence of new cities and an affluent middle class.

    The peak in birth rates, however, happened in 2016 and started slowing down in late 2017, leading Danone to caution that the Chinese market will progressively show more normal trends from the second half of 2018 onwards.

    Danone’s indirect E-commerce infant formula sales had also benefited last year from China’s decision to delay regulation of cross-border e-commerce, which led to stocking up by traders.



    https://www.reuters.com/article/dano...-idUSL8N1WX0P7
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #11259
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    Quote Originally Posted by winner69 View Post
    From twitterland ......A2 winning big time?

    @marklisternz
    Danone just said it saw a 20% drop in infant formula sales into China during the September quarter. Interesting given the positive update from a2 Milk this morning, where the company announced some solid market share gains in China.
    Market share lost to whom? ATM not even mentioned as a competitor, maybe Danone didn't see them coming and ATM share of market increases at their expense.

    How come you raining on the parade, did you miss the lows?

  10. #11260
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Baa_Baa View Post
    Market share lost to whom? ATM not even mentioned as a competitor, maybe Danone didn't see them coming and ATM share of market increases at their expense.

    How come you raining on the parade, did you miss the lows?
    I take it Danone sell more IF in China than A2 ....yes?
    Last edited by winner69; 18-10-2018 at 08:46 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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