sharetrader
  1. #10361
    Outside thinking.
    Join Date
    Jan 2013
    Posts
    2,563

    Default

    Thanks for posting Scooter. IMO the article makes it look like Fresha are operating without ATM's 'licensing' (hence the non-logo label.)
    However Patient Panda, there may well be a phase in/phase out period (perhaps until Anchor A2 milk is available throughout NZ and not just in the Nth Island.) Time will tell.

    If Fresha Valley continues it would seem to shoot down much of ATM's claimed patent and logo protection while supporting a much cheaper A2 alternative.

    (Although I'm a long term shareholder of ATM, I've been buying Fresha Valley for several years as it's always been stocked by the Countdown I favour and I thought it had ATM's 'blessing'. It's good quality and suits my non-A1 milk loving tummy)

  2. #10362
    Member
    Join Date
    Jan 2004
    Location
    New Zealand.
    Posts
    106

    Default

    Quote Originally Posted by Left field View Post
    Thanks for posting Scooter. IMO the article makes it look like Fresha are operating without ATM's 'licensing' (hence the non-logo label.)
    However Patient Panda, there may well be a phase in/phase out period (perhaps until Anchor A2 milk is available throughout NZ and not just in the Nth Island.) Time will tell.

    If Fresha Valley continues it would seem to shoot down much of ATM's claimed patent and logo protection while supporting a much cheaper A2 alternative.

    (Although I'm a long term shareholder of ATM, I've been buying Fresha Valley for several years as it's always been stocked by the Countdown I favour and I thought it had ATM's 'blessing'. It's good quality and suits my non-A1 milk loving tummy)
    Agree on this on so many levels, I too am a share holder and have been buying Fresha Valley A2 for a long time due to taste, and cost. Still disappointed at Fonterra A2 being $1.50 more for the same volume.
    Stick to the strategy

  3. #10363
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Quote Originally Posted by Left field View Post
    Thanks for posting Scooter. IMO the article makes it look like Fresha are operating without ATM's 'licensing' (hence the non-logo label.)
    However Patient Panda, there may well be a phase in/phase out period (perhaps until Anchor A2 milk is available throughout NZ and not just in the Nth Island.) Time will tell.

    If Fresha Valley continues it would seem to shoot down much of ATM's claimed patent and logo protection while supporting a much cheaper A2 alternative.

    (Although I'm a long term shareholder of ATM, I've been buying Fresha Valley for several years as it's always been stocked by the Countdown I favour and I thought it had ATM's 'blessing'. It's good quality and suits my non-A1 milk loving tummy)
    If you rang head office at ATM and tried to get a straight answer out of anyone you can bet they would decline to comment on the grounds of commercial sensitivity.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  4. #10364
    Member
    Join Date
    Jul 2017
    Posts
    125

    Default

    I believe Fresha Valley is still producing A2 milk under licence. Unless they've developed their own herd testing techniques in the past year. (I thought ATM had protected the IP around this? Although may have lapsed now)

    Also just came across this, https://www.facebook.com/countdown/p...3424588700457/

    Seems to be popular, have noticed there is now a lot more Fresha Valley on the shelves at my local countdown, before it was just a couple of rows, now they have crates stacked up.

  5. #10365
    Advanced Member
    Join Date
    Jul 2015
    Location
    Napier
    Posts
    2,019

    Default

    $178,000,000 went through for the day. Wow. Glad I’m onboard for now

  6. #10366
    Member
    Join Date
    Nov 2011
    Location
    Cuba
    Posts
    216

    Default

    Quote Originally Posted by Ggcc View Post
    $178,000,000 went through for the day. Wow. Glad I’m onboard for now
    Why are you glad?
    What difference will the re-balance to the NZX50 make to the share price on Monday?

  7. #10367
    Banned
    Join Date
    Nov 2013
    Posts
    8,516

    Default

    Quote Originally Posted by Muppett View Post
    Why are you glad?
    What difference will the re-balance to the NZX50 make to the share price on Monday?
    None, it will either go up or down.

  8. #10368
    Legend peat's Avatar
    Join Date
    Aug 2004
    Location
    Whanganui, New Zealand.
    Posts
    6,435

    Default

    to be fair heavy volume is often a good thing for a a share price and supports conviction when it is rising.
    If you'[re saying that volume is artificial coz of rebalancing hmm maybe thats true. it goes through on the figures though and so counts doesnt it?
    For clarity, nothing I say is advice....

  9. #10369
    Member
    Join Date
    Nov 2011
    Location
    Cuba
    Posts
    216

    Default

    Quote Originally Posted by peat View Post
    to be fair heavy volume is often a good thing for a a share price and supports conviction when it is rising.
    If you'[re saying that volume is artificial coz of rebalancing hmm maybe thats true. it goes through on the figures though and so counts doesnt it?
    I have no idea, but if there is a buyer or every seller, then why is "heavy volume a good thing..." Someone is losing out?
    The 14m in total volume distorts the normal trading activity and subsequent analysis.
    Any econometric model would surely consider this an outlier?

  10. #10370
    Member
    Join Date
    Jun 2018
    Posts
    178

    Default

    Theres no change to the underlying business. Its just arbitrary and meaningless. Wait for next announcement from management and we’ll all be in for a treat I’m sure.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •