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25-02-2019, 03:43 PM
#12541
Originally Posted by Left field
And even Forbes magazine is reporting on A2's progress in USA
It's going to be an interesting day when/if the advertising claim challenge by part of the USA Diary industry re A2 reaches the courts (if ever.) In the meantime, USA consumers a voting with their tummy's.
And we are only talking about the commodity milk. Imagine when they get into cheeses and yoghurts!
(Must check to see what processing plant Synlait has just bought - hint hint)
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25-02-2019, 04:29 PM
#12542
Originally Posted by minimoke
And we are only talking about the commodity milk. Imagine when they get into cheeses and yoghurts!
(Must check to see what processing plant Synlait has just bought - hint hint)
Though might be worthwhile to check which part of their margin is made with baby formula (hint: >80%) and which with liquid milk - not to forget cheese and yoghurt ...
I think the sales price of 1kg A2 Platinum is around NZD50. Just remind me what one kg of cheese or a handful of litres of milk or some yoghurts would bring ...
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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25-02-2019, 04:58 PM
#12543
Page 5.
https://issuu.com/farmersweeklynz/do...68707/67928932
(Also front page on Synlait and milk pricing)
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26-02-2019, 01:28 PM
#12544
Member
Hi all - what are the chances of a dividend this year? Sitting on a lot of cash and surely cant use all?
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26-02-2019, 01:57 PM
#12545
Originally Posted by dabsman
Hi all - what are the chances of a dividend this year? Sitting on a lot of cash and surely cant use all?
Not high. I reckon another decent acquisition into a market is a better spend of the loot. (locally, westland dairy could do with a backer)
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26-02-2019, 05:41 PM
#12546
it seems the price seems to keep rising slowly which is great. Feeling for those shorters, as I know when prices kept falling we kept quiet. Now prices rising we are putting them down. We all just want to make a buck, especially me of course 😊
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26-02-2019, 07:05 PM
#12547
Originally Posted by Ggcc
it seems the price seems to keep rising slowly which is great. Feeling for those shorters, as I know when prices kept falling we kept quiet. Now prices rising we are putting them down. We all just want to make a buck, especially me of course
Price looks pretty much topped to me, shorters exiting in an orderly manner, no real panic, many must be waiting for any bit of negative sentiment to arrive in any form.
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26-02-2019, 08:22 PM
#12548
Check SHORTMAN the first of the big days now showing 20th,21st,22nd to follow, shorts were @ 5.31% or 39m outstanding. The two lines already together a world of pain ........... now for them to make a buck the price needs to rise so the game starts again
Believe two A2M investor days happened in March last year with Synlait reporting between. My thoughts are this has plenty more to run until shorters finish buying ........... ouch
All of course imo
Last edited by dreamcatcher; 26-02-2019 at 08:39 PM.
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26-02-2019, 08:58 PM
#12549
Originally Posted by couta1
Price looks pretty much topped to me, shorters exiting in an orderly manner, no real panic, many must be waiting for any bit of negative sentiment to arrive in any form.
The ASX closed down just shy of 1% today while A2M closed at what I think was an all time high closing price. With over 35M shorts still open I wouldn't be surprised to see this run further while big volume buying continues.
The fundamentals are just so good, everything is lining up perfectly. Most of us were expecting a good result but very few expected it to be quite as great as it was.
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26-02-2019, 09:39 PM
#12550
Originally Posted by allfromacell
The ASX closed down just shy of 1% today while A2M closed at what I think was an all time high closing price. With over 35M shorts still open I wouldn't be surprised to see this run further while big volume buying continues.
The fundamentals are just so good, everything is lining up perfectly. Most of us were expecting a good result but very few expected it to be quite as great as it was.
Two short (pun) days testing the all time high breakout, if it goes up .. you'll smell the shorts burning.
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