ATM - A2 Milk Corporation Limited

[sb9]

I don't think that a 2 year time window is large enough to assess whether the PE of 30 is a fair deal. As long as they could grow sustainably with more than 20 % for say the next 10 years (that's more than 6-folding their earnings in 10 years), would I happily pay for a PE of 30 ... but not sure about this assumption.

I expect A2's market growth to drop in line with other diary giants turning towards A2. Converting all cows would be something like 10 years (if they start now), but obviously - the competition will move in earlier and hey, they started already.

How long will the sun keep shining for A2 to reap the benefits of their early start? Another 3 to 5 years? Doubt it will be longer ...

Well, the below article highlights what happens when the US market takes off... (may have to copy and paste link in your browser)

https://www.nzherald.co.nz/business/...ectid=12162583

Small snippet from the article...

Detlefsen said a2 Milk was making "huge inroads" into the US retail market.

[dobby41]

does Fonterra even produce A2 milk?

Yes they do - A2 by Anchor
https://a2milk.nz/?gclid=Cj0KCQiA28n...waAmMBEALw_wcB

[minimoke]

I thought that last Feb. The highs for three days....20/2/18= $9.40.....21/2/18=$11.87.... 22/2/18=$14.62c. I will hold and see where Aussi takes us.

Thats always the plan. While we have had quite good turnover so far today ($9m and now at $11.02) we are just bit players until Oz opens.

[see weed]

You never know,I've seen it go both ways, that's why I place a bet each way.Lol

Ok ladies and gentleman lay your bets the ASX opens in half hour. A2m open at 10.12c and rising after that. I have a one way bet and that is a place but not a win.

[silu]

Ok ladies and gentleman lay your bets the ASX opens in half hour. A2m open at 10.12c and rising after that. I have a one way bet and that is a place but not a win.

I only ask for a close above A$10. More than a million shares traded on the NZX cannot be wrong. Will be a good day.

[reacher]

Ok ladies and gentleman lay your bets the ASX opens in half hour. A2m open at 10.12c and rising after that. I have a one way bet and that is a place but not a win.

Predicting shorters to try and push the action down then recover their positions all the way up!

[Sideshow Bob]

Is this finally going to be the shorters BBQ that everyone talked about a couple of weeks ago??

[bull....]

nah i go short today i think , see how the agm goes first though.

[see weed]

I only ask for a close above A$10. More than a million shares traded on the NZX cannot be wrong. Will be a good day.

What NZ time does the agm start? Is it 1pm our time?

[silu]

What NZ time does the agm start? Is it 1pm our time?

Yes 1pm NZ/11am Melbourne time