ATM - A2 Milk Corporation Limited

[t.rexjr]

A2 icecream anyone?
https://www.nzherald.co.nz/business/...ectid=12164057

Attachment 10169 Ask and you shall receive

[Ggcc]

Attachment 10169 Ask and you shall receive

Where is this taken? Plus thank you for sharing

[mondograss]

Nice, I didn’t realize they’d actually got on with making A2 ice cream. I mostly made my comment in jest but it wouldn’t be the worst idea in the world for ATM and/or SYM to buy out some of Fonterra’s assets if they’re being sold. Provided the value stacks up of course. Gotta do something with all that spare cash.

[Leftfield]

Thanks T-rex and Mondo for the posts re A2m Ice-cream. Exciting development in key Aust market.

Meanwhile an NBR article (behind their pay wall,) describes how three NZ analyst firms have upgraded their expectations for ATM. FNZC see val at at NZ$12.20. Forsyth call a target price of $13.65. Milford are cited as upgrading expectations tho it seems they do not give a SP projection.

[minimoke]

Where is this taken? Plus thank you for sharing

This will be a Woolworths Australia product. For those into food labels, ingredients are Reconstituted a2 Milk [Skim (52%)], Cream [From a2 Milk (27%)], Glucose Syrup (Wheat), Sugar, Maltodextrin, Vegetable Origin Emulsifier [471 (Soy)], Vegetable Gums (412, 410, 407a), Natural Flavour, Natural Colour (160a).

From a marketing perspective the advertising says "Our cows produce a great tasting fresh milk that is naturally rich in A2 protein - You'll love the difference".

[t.rexjr]

Mini is right with Woolworths. It's off the net. The sign says 'new' but the pic would've been from early 2016. Not sure of it's current production as every time I've checked it's 'out of stock'

Further research shows Coles ond Woolworths stopped stocking a2 ice cream and cream in mid 2017

Countdown here in NZ stock a non a2, A2 ice cream. http://applebyfarms.co.nz/

[see weed]

Morningstar new recommendation today is down from $14.60 to $13.70. I wonder how they work that one out.....throwing a dart....

[silu]

If you want to beat the monkey throwing a dart you have to think like one.

[minimoke]

Morningstar new recommendation today is down from $14.60 to $13.70. I wonder how they work that one out.

They get to meet around a board room table.

Then they order their coffees (A Venti vanilla latte with extra caramel and whipped cream, steamed to 180 degrees, with whole milk and extra whipped cream and caramel in a short cup on the side or a Venti upside down, caramel macchiato, steamed with half and half to 108 degrees, extra caramel lining the cup, then caramel on top of the drink, then extra whipped cream, then even more caramel on the top of that, and cinnamon on top of that

Then they discuss their latest Instagram / Snapchat / Grinder whatever social media hook-ups that weekend

Then they discuss the latest sports results

Then their coffees arrive and they spend the next half hour complaining about the temperature, density of froth and depth of flavour of the beans.

Then the raise the latest issues with their performance cars and how the marque isn’t living up to expectations

Then the older / wiser ones, as an aside, complain about the increase in next terms school fees and how Matilda and Rupert will just have to expect less on their next overseas school holidays.

Then someone mentions the meeting agenda.

Item one (quickly worked through) is reviewing success with last round of SP predictions

Item two is reviewing current predictions. Conversation goes something like “lets knock a buck off ($14.60)” “no – that’s too obvious – punters wont think we have done much analysis to come up with a round number” “Right. Best we don’t make it more than a buck or punters will think we were pretty useless first time around” “Right, lets knock $0.90 off” “Done. It has a nice ring to it.”

Meeting adjourns for lunch.

[minimoke]

This afternoon game. Who has just quit 2.7m shares at $10.43