ATM - A2 Milk Corporation Limited

[Baa_Baa]

Hard to predict what the reaction will be on Monday, lots of active shorts to add fuel to any fire.

https://www.nzx.com/companies/ATM/announcements Sobering reading, do shareholders read this stuff? No shame issuing dilutionary shares and options and no shame by the bosses unloading swags of the largess. The millionaire factory is the Board room and Senior Management, not so much ordinary shareholders. 30 weeks since the SP high of $14.62, found a low SP $9.99 and two looks at $10.12 and $10.15. Basically sideways while the troughers have their snouts in the food basket.

[Beagle]

https://www.nzx.com/companies/ATM/announcements Sobering reading, do shareholders read this stuff? No shame issuing dilutionary shares and options and no shame by the bosses unloading swags of the largess. The millionaire factory is the Board room and Senior Management, not so much ordinary shareholders. 30 weeks since the SP high of $14.62, found a low SP $9.99 and two looks at $10.12 and $10.15. Basically sideways while the troughers have their snouts in the food basket.

To be fair she was going to get that bonus from Qantas either in cash or shares and she has had some major costs relocating to N.Z. The board clearly thinks she is the right person for the job.

Its somewhat frustrating to see the SP track sideways since February but one must expect such things from time to time after such a stellar previous run. Shares started 2018 at $8.07 so SP performance this year to date is up by 12.51 / 8.07 = 55%, miles ahead of the NZX50 gain.

[hardt]

https://www.nzx.com/companies/ATM/announcements Sobering reading, do shareholders read this stuff? No shame issuing dilutionary shares and options and no shame by the bosses unloading swags of the largess. The millionaire factory is the Board room and Senior Management, not so much ordinary shareholders. 30 weeks since the SP high of $14.62, found a low SP $9.99 and two looks at $10.12 and $10.15. Basically sideways while the troughers have their snouts in the food basket.

By her leaving Quantas and coming to A2 she was missing out on 4+ mil in near-mid term bonuses...this was a negotiated incentive to bring a world class CEO over to A2. Nothing more.

A2 has created many millionaires on both the HC and ST forums...those nasty comments are from people who entered in more recently and the opportunistic short brigade... And those who never got a cent from this 10 bagger.

[winner69]

To be fair she was going to get that bonus from Qantas either in cash or shares and she has had some major costs relocating to N.Z. The board clearly thinks she is the right person for the job.

Its somewhat frustrating to see the SP track sideways since February but one must expect such things from time to time after such a stellar previous run. Shares started 2018 at $8.07 so SP performance this year to date is up by 12.51 / 8.07 = 55%, miles ahead of the NZX50 gain.

I think Jayne is Aussie based ....my Contacts shows an Aussie mobile number

The real hero at A2 is Susan Massasso (CMO) and she’s an Aussie as well. She’s cashed in a few million bucks of shares lately as well.

Isn’t A2 a great Aussie company anyway

[Baa_Baa]

https://www.fool.com.au/2018/09/21/a...time-to-panic/

"What now?
While Ms Hrdlicka clearly has valid reasons for the sale of these shares, it is still very disappointing to see her offload all her ordinary shares so soon after joining the company and I wouldn’t be surprised to see the a2 Milk Company’s share price sink lower on Monday.

Especially when there are concerns that its growth could be challenged this year due to a maturing Chinese infant formula market.

In addition to this, the share sales by Bellamy’s Australia Ltd (ASX: BAL) executives before its fall from grace a couple of years ago is no doubt still fresh in the minds of many investors."

[RGR367]

Good if it goes down really bad come Monday so we can buy more but most of us should really curse when it goes below 54 cents, I guess. I definitely would

[bull....]

it makes perfect sense why sold Probably why they gave no forecast for next year

[Beagle]

The optics on this are not great but I think some people are really overstating the relative importance of this issue, (perhaps for their own benefit as they may be shorting the shares). Its also worth noting that perhaps we've become a little spoiled with the likes of AIR and HBL for example issuing a current full year forecast at the time of reporting the previous year's results. This is, or at least used to be, extremely rare.

Some holders might express their frustration on Monday morning with a little tantrum by selling, like they're expressing it on HC at present and then its back to business. Onward and upward, forward PE is very reasonable for a company with such high growth.

[minimoke]

Some holders might express their frustration on Monday morning with a little tantrum by selling, like they're expressing it on HC at present and then its back to business. Onward and upward, forward PE is very reasonable for a company with such high growth.

And for those with a bit of cash might be a good time to top up. (wont be me though - I am pretty well exposed to ATM already)

[bull....]

i very surprised hlicker needed 4m to pay tax thats a rediculous amount to owe? all very suss i reckon all directors selling out recently , no guidance given.

maybe they getting ready to block a2 in retailiation for steel probe decision?