ATM - A2 Milk Corporation Limited

[Beagle]

I could never understand why BAL went to $23, that's ludicrous, haha re Goldman's, they must want to mop up some more cheap shares. PS-Shorts were 28% of total volume yesterday so building.

Agreed 100%...that was some crazy momentum they were carrying at that time. Anyway folks I am quite likely to have the wrong end of the stick with this incentive program stuff and how the cost of all the troughing gets expensed...I am sure the expensing of all these entitlements is probably just as creative as the entitlements themselves...being just a simple suburban bean counting hound I have no experience with creating or costing the gold plated trough's these executives feed from. That's well and truly above my pay grade...so as you were, I am sure Geoff has earned it and we all wish him well in his retirement.

[winner69]

Not just Babich Mr Beagle

I felt sorry for the Chief Marketing Office who recently had to fork out $891,000 for 1,250,000 shares. With another lot she got it looks like she’s sitting on over $30,000,000 worth of shares at the moment as (all from the incentive schemes)

Think numbers are about right but could be completely wrong.

[Jay]

How do you sign up for a job like that!

[couta1]

A2M up a couple of % but BAL really smoking it and up by 10%, big balls traders would be making a killing, too scary for me that one.

[sb9]

https://www.ruralnewsgroup.co.nz/dai...-savvy-with-a2

More from the respected Keith...

Also, Danone seem to be having some quality issues with their IF brand Aptamil..

https://edition.cnn.com/2018/07/10/h...ntl/index.html

[JoeGrogan]

alot of the rise in price lately was caused by some weak shorters covering , i see bal has crashed and goldmans say a2 is discounting product

Lol Goldman gave SML a 6.80 price target after the recent half year results... still don't know why anyone even listens to 'analysts'.

[couta1]

Lol Goldman gave SML a 6.80 price target after the recent half year results... still don't know why anyone even listens to 'analysts'.

Exactly, most of them run with hares and hunt with the hounds, your Gutometer is the best analyst you could ever listen to.

[hardt]

https://www.nzx.com/announcements/320723

Revenue 922
Estimated EBITDA 276.6 ( 30% ebitda to sales )

Beat analysts expectations, inline with the rest.

[Leftfield]

https://www.nzx.com/announcements/320723

Revenue 922. Estimated EBITDA 276.6 ( 30% ebitda to sales ) Beat analysts expectations, inline with the rest.

A bit lower sales than I expected, but the margin is better than I expected. Est EPS of .26c and .30c for FY19. Be interesting to see what the market thinks of it, forward forecast gives little away and cools expectations IMO.

[BlackPeter]

https://www.nzx.com/announcements/320723

Revenue 922
Estimated EBITDA 276.6 ( 30% ebitda to sales )

Beat analysts expectations, inline with the rest.

Never mind the expected higher marketing costs, the increasing overhead and the dear new CEO ... all good. They say you need to spend a buck to make a buck ; No worries.