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  1. #12886
    An Awesome Cool Cat winner69's Avatar
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    Quote Originally Posted by Left field View Post
    Love it! Seems others are heeding the IF export stat's even if BlackPeter isn't! LOL.

    Great days for holders.
    Strong correlation in those stats and A2 sales eh leftie

    Going to be a boomer H2 and better than expected FY
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  2. #12887
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    Morningstar downgrade. Must be time to buy.

  3. #12888
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    Quote Originally Posted by see weed View Post
    Morningstar downgrade. Must be time to buy.
    LOL I see their XRO valuation is still $25.50

  4. #12889
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    Parents have just tested their herd for A2 which has come back at 50% of cows, they will bring in some A2 bulls to replace the other 50%. Cost was around $4-$5 per cow for the testing. Unfortunately they can't supply anyone with A2 milk as they are outside any catchment areas but are doing this now to give them more options down the track. A lot of untapped supply out there.

  5. #12890
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    Quote Originally Posted by tipsy View Post
    Parents have just tested their herd for A2 which has come back at 50% of cows, they will bring in some A2 bulls to replace the other 50%. Cost was around $4-$5 per cow for the testing. Unfortunately they can't supply anyone with A2 milk as they are outside any catchment areas but are doing this now to give them more options down the track. A lot of untapped supply out there.
    Nice to know that and thanks for sharing information.

  6. #12891
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    ATM presenting at Macquaries investor conf tomorrow.

  7. #12892
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    Quote Originally Posted by see weed View Post
    Morningstar downgrade. Must be time to buy.
    Best be quick. Hit $16.90 so $17.00 may not be very far away!

  8. #12893
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    Quote Originally Posted by minimoke View Post
    Best be quick. Hit $16.90 so $17.00 may not be very far away!
    End of the month I reckon.

  9. #12894
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    Posted to HC back in Feb SP heading to $16 - $18 so no surprises from me but nice to see my target price moving into range.

    My cost now around a buck. Will sell a few more @ $20 if results are outstanding.

  10. #12895
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    Hit $16 on ASX and few cents away from reaching $17 here.

  11. #12896
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    Quote Originally Posted by minimoke View Post
    Best be quick. Hit $16.90 so $17.00 may not be very far away!
    Decided to wait and bought on close, the lot I sold last week for 15.41. Will buy more on any down days.

  12. #12897
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    Quote Originally Posted by see weed View Post
    Decided to wait and bought on close, the lot I sold last week for 15.41. Will buy more on any down days.
    You should do OK. NZ closed on $16.77 ASX closed on NZD$16.87

  13. #12898
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    Quote Originally Posted by see weed View Post
    Morningstar downgrade. Must be time to buy.
    At these lofty prices patience is your friend, in no hurry whatsoever to buy any back.

  14. #12899
    An Awesome Cool Cat winner69's Avatar
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    Bit of an update in this presentation

    Sales to end of Q3 were $938m

    Things still powering along

    http://nzx-prod-s7fsd7f98s.s3-websit...852/299041.pdf
    Last edited by winner69; 01-05-2019 at 09:04 AM.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  15. #12900
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    Quote Originally Posted by winner69 View Post
    Bit of an update in this presentation

    Sales to endbof Q3 were $938m

    Things still powering along

    http://nzx-prod-s7fsd7f98s.s3-websit...852/299041.pdf
    Business as per usual, seems to be the message? Otherwise, should have been tagged as 'P'.

    The presentation includes a number of updates and new information including:
    - Trading performance for the 9 months to 31 March 2019 (slide 7)
    - Updated outlook statement for FY19 and FY20 (slide 11)
    - Regional updates for Australia & New Zealand, China and USA (slides 8 to 10)
    - References to a new product to be launched in Q4 FY19 (slide 7)

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