ATM - A2 Milk Corporation Limited

[bull....]

Doesn't need to be a catastrophe as its priced on a forward PE of 30. Any material effect will have a commensurate impact on the SP in my opinion. Doctrine of materiality in accounting terms is 5% impact on NPAT is considered to be material.

totally its sales are priced for perfection any disruption to the daigou will be reflected in a lower share price. material uncertainty until these rules are known , hence my view they will be mad to issue guidance at the agm not knowing whats ahead.

[see weed]

UBS sold 5.9m shares in a couple of days (2-3 Oct)

Total NZX ATM volume traded between 1-5 Oct was 6.3m
Total NZX ATM Volume traded between 2-5 Oct was 5.4m

Correct me if i'm wrong. UBS bought 37,086513 on 3/10/18 closing price that day was $11.08c. They sold 5,859,977 on 4/10/18 and closing price was $10.70c. The high was 10.97 and low of 10.65 for 4/10/18 lets say an average of about 10.81 for the day. So 11.08-10.81=.27c x 5,859,977= a loss of about $1,582,193 for the day.

[Beagle]

totally its sales are priced for perfection any disruption to the daigou will be reflected in a lower share price. material uncertainty until these rules are known , hence my view they will be mad to issue guidance at the agm not knowing whats ahead.

Agreed that all they can really do at the annual meeting is update sales YTD. Fair bit of water to flow under the bridge between now and then.

[Timesurfer]

It looks like those who bought back in low to mid $11 are on track to make an easy 10% return after the tantrum last week.

[couta1]

It looks like those who bought back in low to mid $11 are on track to make an easy 10% return after the tantrum last week.

You mean low to mid $10.

[Leftfield]

So that’s IF sales of NZ$1.8 billion in China alone ...NOW .....how much of that does A2 get or do A2 get the lot
Could see A2 revenues over $2 billion ....and 100% plus growth year
Share price $20 here we come

IMHO the current sell-down has been overdone. I see fair value around $NZ 14 - 15 within 6 months. I don't see Winner's 100% growth pa, all I see is a company likely to continue to out-perform ( i.e. grow faster) than the NZX average performance for the foreseeable future. Roll on the next update.

[winner69]

Correct me if i'm wrong. UBS bought 37,086513 on 3/10/18 closing price that day was $11.08c. They sold 5,859,977 on 4/10/18 and closing price was $10.70c. The high was 10.97 and low of 10.65 for 4/10/18 lets say an average of about 10.81 for the day. So 11.08-10.81=.27c x 5,859,977= a loss of about $1,582,193 for the day.

Seeweed

Look at the PDF documents

They started buying / accumulating last June

And a lot of the transactions on the 4th were returning stock.

[couta1]

IMHO the current sell-down has been overdone. I see fair value around $NZ 14 - 15 within 6 months. I don't see Winner's 100% growth pa, all I see is a company likely to continue to out-perform ( i.e. grow faster) than the NZX average performance for the foreseeable future. Roll on the next update.

I think they are about fairly priced currently and once all the uncertainty is removed I'd say 14-$15 a year from now.

[Timesurfer]

You mean low to mid $10.

Oops .. I did.

[Beagle]

I think they are about fairly priced currently and once all the uncertainty is removed I'd say 14-$15 a year from now.

Mate - Six months ago you and others thought $20 by Christmas Nobody really knows do they. https://www.youtube.com/watch?v=7hx4gdlfamo